Webinars

I’ve designed a series of webinars and ‘ask-me-anything’ sessions that will provide you with accessible advice on how to build your program.

All live webinars and ask-me-anything sessions can be accessed here.

July

Kickoff Call

Welcome to Planned Giving Accelerator — (recording)

Webinars

Accelerator Meeting 2- Why Start With Bequests? — (recording)

Accelerator Meeting 3- Identifying Your Top Prospects — (recording)

August

Webinars

Accelerator Meeting 4- Top Prospect Solicitation — (recording)

Bequest Documentation, Your Website & Activity Tracking — (recording)

Accelerator Meeting 6- Tier II Prospect Identification & Solicitation — (recording)

Accelerator Meeting 7- The Big Join + Ask Me Anything — (recording)

September

Webinars

Accelerator Meeting 8- Your Board Meeting — (recording)

Accelerator Meeting 9- Activity Tracking, Redux — (recording)

Ask Me Anything Sessions

Ask Me Anything — September 15 (recording)

October

Webinars

Accelerator Meeting 11- Multichannel Marketing — October 6 (recording)

Accelerator Meeting 12- Bequest Challenges with Bob Ross — October 13 (recording)

Ask Me Anything Sessions

Ask Me Anything — October 20 (recording)

November

Webinars

Accelerator Meeting 14- Your Recognition Society — November 3 (recording)

Accelerator Meeting 15- Probate & Your Role In It — November 10 (recording)

Ask Me Anything Sessions

Ask Me Anything — November 17 (recording)

December

Webinars

Accelerator Meeting 17- Sherry Quam Taylor & Your Planned Giving Convos — December 1 (recording)

Accelerator Meeting 18- Practice Your Planned Giving Convos — December 8 (recording)

Ask Me Anything Sessions

Accelerator Meeting 19 — Ask Me Anything (recording)

January

Webinars

Accelerator Meeting 20 — Beyond Bequests I (Recording) — January 5 (recording)

Accelerator Meeting 21 — Volunteer Training: Bequests & Top Prospect Solicitation — January 12 (recording)

Ask Me Anything Sessions

Accelerator Meeting 22 — Ask Me Anything — January 19 (recording)

February

Accelerator Meeting 23 — Beyond Bequests II — February 3 (recording)

Accelerator Meeting 24 — Beyond Bequests III — February 9 (recording)

Ask Me Anything Sessions

Accelerator Meeting 25 — Ask Me Anything — February 17 (recording)

March

Accelerator Meeting 26 — Killer Apps with Steve Meyers — March 2 (recording)

Accelerator Meeting 27 — Role Playing Your Planned Giving Convos — March 9 (recording)

Accelerator Meeting 28 — Ask Me Anything — March 16 (recording)

May

Accelerator Meeting 30 — Ask Me Anything — May 11 (recording)

Accelerator Meeting 31 — Ask Me Anything — June 9 (recording)

Note: I’ll share links to upcoming webinars to this page each month and will archive the recordings so you can view them on demand.