The Strategic Philanthropy Seminar Series 2023: Driving Planned Giving Forward

A planned giving roadmap: How to drive forward the capacity and sustainability of your program. 

We all know that the Canadian landscape of nonprofits covers a wide variety of organizations, including national to local, fully staffed to one-person shops, and fully developed databases to detailed spreadsheets. Yet we often speak of planned giving programs as if they are one-size fits all, a viewpoint which limits some organizations and overwhelms others.  

Our national team has drawn upon their experience and come together with a roadmap to determine how to locate your planned giving program as it is today, and what the steps might be for your organization to fully realize your strategic philanthropy potential. Join us to hear practical tools to move yourself and your organization forward. 

Who should attend 

  • VPs of Development or Philanthropy 
  • CFOs 
  • Directors of Major Giving/Campaigns 
  • Major Giving/Campaigns Managers and Officers 
  • Directors of Planned Giving 
  • Planned Giving Professionals

Access this series through our Premium Membership Library

Seminar Descriptions

Planned giving program design: drive forward the RIGHT one for your organization

What does a national organization need? A local organization? Would your program be considered an active one or a passive one? Look beyond benchmarking your organization against your peers and start to understand what is the right fit for YOUR organization. 

Your presenter: Ed Sluga

Optimizing your program: using data to assess your potential

How do you assess your organization’s planned giving maximum velocity? What could you expect if your program was optimized? This conversation explores your database, and then makes the case for what is truly possible. 

Your presenter: Ken Ramsay

The planned giving team: Engaging your stakeholders and developing your professional skills

How do you make change happen at your organization? No matter where you fall in the organizational chart, we’ll offer concrete strategies to influence others and set your whole team up for success.  

Your presenter: Peggy Killeen

Next level skills: Understanding the strategic philanthropy of blended gifts

Have you got the strategic philanthropy knowledge and skills to match your professional abilities to your organization’s need? Understand how to create strategic philanthropy through gift planning, ensuring both the donor and the organization move forward together.  

Your presenter: Grant Monck

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