The Strategic Philanthropy Seminar Series 2021–22

This season we are pleased to present two options in our Strategic Philanthropy Seminar Series, the Leadership Series and the Foundational Series. Both options will include one year of access to our resource library, which includes past seminars, templates and samples focused on building an integrated planned giving program at your organization. These resources will include those suitable for organizations just starting out, as well as those geared toward senior professional in the field.

As Canada’s senior consultants in planned giving, PGgrowth brings unmatched experience and expertise to these highly informative seminars. With real time case studies and follow up templates, resources and working documents, you will leave with an understanding of how to immediately lead your strategic philanthropy program to new levels of excellence.

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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 recordings 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.

Read our refund & substitution policy here.

A round board room table with one red chair and six black chairs

Foundations Series

Foundations of strategic philanthropy: The inner workings of a proactive integrated planned giving program

Doing something about planned giving at your organization but not sure if it’s enough or the right thing? Or maybe you’re not doing anything at all yet? Join us to learn the eight parts of a proactive integrated planned giving program and what your best next step should be.

Planned giving is an area with tremendous growth potential for most organizations. Indeed, it’s shown itself to be a cornerstone to organizational resiliency over the past two years. If your organization is not benefiting from a pipeline of planned gifts, our experts can help you understand what it will take to build this important revenue stream at your organization.

This series is for those organizations wishing to establish and launch a truly proactive and integrative planned giving program and those wanting to check the status of their program against industry benchmarks. You will have live access to three seminars held over the 2021–22 season, plus our resource library that includes the recordings 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.

Read our refund & substitution policy here.

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Can’t decide? Hungry to learn it all? Purchase access to both series and save!

Strategic Philanthropy 2021–22 Bundle: Leadership + Foundations Series

Individual access – $275
Includes one login for both series.

Organizational access – $750
Includes unique logins for your entire team for both series.

Read our refund & substitution policy here.

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