Course Calendar

A look at what you can expect during the inaugural Planned Giving Accelerator.


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


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

SMART Goals/Why Start With Bequests – Available now for members!

Getting Started Survey


In February, we’ll begin identifying your top Planned Giving prospects, start tracking activities, and develop marketing copy for your organization’s website.

Identifying Your Planned Giving Prospects — February 3, at 3 p.m. ET

Marketing Planned Giving on Your Website — February 10, at 3 p.m. ET

Ask Me Anything Session

Ask Me Anything — February 17, at 3 p.m. ET

Planned Giving Helps Your Other Fundraising

Get Planned Giving on Your Board Calendar

Sample activity tracking system

Sample web copy


Now, the real fun begins. We’ll start talking to your top prospects about Planned Giving.

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

You Don’t Need Allied Professionals

Sample handwritten note to top prospects

Phone call notes

Sample bequest

Note: I’ll be adding additional details about the rest of our syllabus as we move forward.