Webinars

I’ve designed a series of webinars that will provide you with

accessible advice on how to build your program.

All classes meet Wednesdays at 2 p.m. ET.

We’ll use the following link for each class: https://us02web.zoom.us/j/6462565494

March

Kickoff Call

Welcome to Planned Giving Accelerator — March 8

Webinar

Bequests — March 15

Webinar

Top Prospect Identification & Solicitation — March 22

Webinar

Tier II Prospect Identification & Solicitation — March 29

April

Webinar

Bequest Documentation, Activity Tracking & Your Website — April 5

Webinar

Your Recognition Society & Bequest Challenges — April 19

Webinar

Your Board Presentation & Multichannel Marketing — April 26

May

Webinar

Probate & Your Role In It — May 3

Webinar

Your Planned Giving Conversations, with Sherry Quam Taylor — May 10

Webinar

Beyond Bequests — May 17

Webinar

Ask Me Anything & Farewell — May 24