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.
January
January will help set the stage for our journey. We’ll set expectations and establish goals, conduct an initial survey, and chart your path for getting at least two planned gift commitments in 2021.
Kickoff Call
Welcome to Planned Giving Accelerator — January 13, at 3 p.m. ET
Webinar
Why Start With Bequests — January 20, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — January 27, at 3 p.m. ET
Podcast
SMART Goals/Why Start With Bequests – Available now for members!
Resources
Getting Started Survey
February
In February, we’ll begin identifying your top Planned Giving prospects, start tracking activities, and develop marketing copy for your organization’s website.
Webinars
Identifying Your Planned Giving Prospects — February 3, at 3 p.m. ET
Your Website & Activity Tracking — February 17, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — February 10, at 3 p.m. ET
Podcast
Planned Giving Helps Your Other Fundraising/Get Planned Giving on Your Board Calendar
Resources
Sample activity tracking system
Sample web copy
March
Now, the real fun begins. We’ll start talking to your top prospects about Planned Giving.
Webinar
Top Prospect Solicitations — March 3, at 3 p.m. ET
Ask Me Anything Sessions
Ask Me Anything: Top Prospect Identification and Solicitation — March 10, at 3 p.m. ET
Ask Me Anything — March 17, at 3 p.m. ET
Podcast
You Don’t Need Allied Professionals
Resources
Sample handwritten note to top prospects
Phone call notes
Sample bequest
April
Webinars
Tier II Prospect Identification — April 7, at 3 p.m. ET
Planning individual Tier II Prospect solicitations — April 14, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — April 21, at 3 p.m. ET
Podcast
Ask Confidently
Resources
Tier II Prospect data queries
Sample letters & reply card inputs
Sample email
Phone call notes
May
Themes: Tier II Prospect Solicitations, Board Presentation Prep
Ask Me Anything Sessions
Ask Me Anything About Tier II Prospects — May 5, at 3 p.m. ET
Ask Me Anything — May 19, at 3 p.m. ET
Webinar
Board presentation & solicitation (should you solicit or merely brief?) — May 12, at 3 p.m. ET
Podcast
Setting Board Expectations
Resources
Sample board slide deck
Board follow-up plan
June
Themes: Solicitations, Board Presentation, Six-Month Survey
Webinars
AMA: Top & Tier II Prospect solicitations — June 2, at 3 p.m. ET
Activity Tracking — June 9, at 3 p.m. ET
Ask Me Anything Session
Ask Me Anything — June 16, at 3 p.m. ET
Podcast
Your Board’s Role in Fundraising
Resources
6-Month Survey
July
Themes: Board Follow-up, Multichannel Marketing
August
Theme: Recognition Society
September
Theme: When In Doubt, Ask for More (book discussion)
October
Themes: Tier II Prospect Solicitations, Managing the Probate Process
November
Themes: Tier II Prospect Solicitations Follow-up
December
Theme: 12-Month Survey
