The Strategic Philanthropy Seminar Series 2021–22: Leadership Series

Leadership in strategic philanthropy: Shifting from planned giving to gift planning

Leadership in fundraising requires us to meet the donor wherever they are present. Imagine the fundraising professional and the donor sitting together at the table, deep in conversation about establishing a meaningful asset-based gift.

To truly take your place at the table as a leader in fundraising, you will require the skills to move from planned giving to gift planning. These advanced level leadership skills will transform your planned giving program. It will enable you to be fully present and skillful in conversation with donors about their philanthropic intentions. Join PGgrowth’s industry experts as they walk you through both the soft and hard skills required to engage in true strategic philanthropy.

This series will be an advanced look into how the gift planner (and their organization) can move from straightforward gifts to more complex conversations. We will focus on how to work with the donor to use their assets to support both their families and the causes that they care about. You will have live access to three seminars held over the 2021–22 season, plus our resource library that includes the recording of each seminar, previous years’ seminars, and additional samples and templates.

Individual access – $150
Includes one login for the full series.

Organizational access – $400
Includes unique logins for your entire team for the full series.

See seminar descriptions and individual purchasing options below.

Read our refund & substitution policy here.

Being at the table: Strategic gift planning partnerships with your donor

October 21, 2021, 12 pm–1:30 pm EDT

What does it mean to be at the table? What skills does a director of planned giving need to have? How can we be proactive and advocate with our donors to be philanthropic advisors? This seminar will be a panel presentation of our experts in strategic philanthropy.

In this seminar you will learn:

• How to have advanced donor conversations—that is, to work directly with donors to think through their philanthropic dream and structure that gift using their asset base, finishing by creating a plan that can be shared with their financial advisor to put into action.
• What we miss out on as fundraising professionals when we show up unprepared.
• How to partner with the donor to lead toward strategic philanthropy gifts.

Your presenters: Ed Sluga, Ken Ramsay, Grant Monck, Peggy Killeen

This seminar is closed. Watch the replay by purchasing the Leadership Seminar Series Access.

The essential interpersonal skills to engage in the strategic philanthropy conversation

January 20, 2022, 12 pm–1:30 pm EST

What are the skills needed to be at the table? What capacities should senior fundraising staff be able to harness to help their organization operate at the level of gift planning vs. planned giving?

In this seminar you will learn:

• The professional skills necessary as a leadership fundraiser, including the ability to articulate the goals of your organization, acting as a partner with the donor, and demonstrating confidence and ease in conversation with donors.
• How to engage with the others at the table with the donor, such as financial advisors, bank representatives, life insurance salespeople, and even community foundations, in a way that moves the charitable interests of the donor forward, while being aware of the role of these other influences.

Your presenters: Ken Ramsay, Peggy Killeen, Rob Henderson

Access ONLY this seminar – $65
Includes one login for live access, but no access to our resource library.

Understanding the gift planning process: How to skillfully use gift vehicles to facilitate strategic philanthropy

March 10, 2022, 12 pm–1:30 pm EST

This seminar will use in-depth case studies to present various gift vehicles available to the strategic gift planner. If you’ve ever wondered about the intricacies of gift structures, this seminar is for you.

In this seminar you will learn:

• How to recognize gift planning opportunities and skillfully use your financial and fundraising knowledge to create a unique gift structure that meets the needs of the donor.
• The groups of potential gift vehicles that you should know about, when they apply, and what they further for the donor.
• How to respond to the recent trend in donor-advised funds and the pros and cons you should know about as a fundraiser.

NOTE: This seminar will not go into detail on how to calculate specific tools.

Your presenters: Grant Monck & Doug Puffer

Access ONLY this seminar – $65
Includes one login for live access, but no access to our resource library.