Course Calendar
A look at what you can expect during the inaugural Planned Giving Accelerator.
All live webinars and ask-me-anything sessions can be accessed here.
Note: All classes will take place Wednesdays at 3 p.m. ET.
We’ll use the following link for each class: https://us02web.zoom.us/j/6462565494
February
Kickoff Call
Welcome to Planned Giving Accelerator — February 9, at 3 p.m. ET
Webinar
Why Start With Bequests — February 16, at 3 p.m. ET
Podcast
Welcome/Motivation/Goals
Resources
Getting Started Survey
March
Webinars
Top Prospect Identification & Solicitation — March 2, at 3 p.m. ET
Your Website & Activity Tracking — March 9, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — March 16, at 3 p.m. ET
Podcast
Planned Giving Helps Your Other Fundraising/Get Planned Giving on Your Board Calendar
Resources
Sample Top Prospect solicitation note or letter
Phone call notes
Sample bequest
Sample web copy
Activity Tracking template
April
Webinar
Tier II Prospect Identification — April 6, at 3 p.m. ET
Tier II Prospect Solicitation — April 13, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — April 20, at 3 p.m. ET
Podcast
You Don’t Need Allied Professionals
Resources
2 sample letters/emails
Sample reply card
Sample bequest intention form
May
Webinars
Your Board Presentation — May 4, at 3 p.m. ET
Managing the Probate Process — May 11, at 3 p.m. ET
Your Recognition Society/Activity Tracking Redux — May 18, at 3 p.m. ET
Your Planned Giving conversations –June 1, at 3 p.m. ET
Podcast
Your Board’s Role In Fundraising
Resources
Sample board slide deck
Sample Annual Report
Ad-Donor Listing
Sample sidebar
Sample buckslip
Sample article
June
Webinars
Breakouts: Practicing your Planned Giving conversations — June 1, at 3 p.m. ET
Beyond Bequests I — June 8, at 3 p.m. ET
Beyond Bequests II — June 15, at 3 p.m. ET
Podcast
Ask Confidently (with Gail Perry)
Resources
TBD
July
Webinars
Beyond Bequests III — July 6, at 3 p.m. ET
Beyond Bequests IV: 3 Killer Apps with Steve Meyers — July 13, at 3 p.m. ET
Our Final Meeting & Ask Me Anything — July 20, at 3 p.m. ET
Podcast
Estimating ROI of your Planned Giving program
Resources
TBD
