Course Calendar

April

April 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.

Kickoff Call

Welcome to Planned Giving Accelerator — April 7, at noon ET

Webinar

Why Start With Bequests — April 14, at noon ET

Ask Me Anything Session
Ask Me Anything — April 21, at noon ET

Podcast
SMART Goals/Why Start With Bequests

Resources
Getting Started Survey

May

In May, 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 — May 5, at noon ET

Your Website & Activity Tracking — May 19, at noon ET

Ask Me Anything Session

Ask Me Anything — May 12, at noon ET

Podcast
Planned Giving Helps Your Other Fundraising/Get Planned Giving on Your Board Calendar

Resources
Sample activity tracking system

Sample web copy

June

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

Webinar
Top Prospect Solicitations — June 2, at noon ET

Ask Me Anything Sessions

Ask Me Anything: Top Prospect Identification and Solicitation — June 9, at noon ET

Ask Me Anything — June 16, at noon ET

Podcast
You Don’t Need Allied Professionals

Resources
Sample handwritten note to top prospects

Phone call notes

Sample bequest

July

Theme: Tier II Prospect Identification

August

Themes: Tier II Prospect Solicitations, Board Presentation Prep

September

Themes: Solicitations, Board Presentation, Six-Month Survey

October

Themes: Board Follow-up, Multichannel Marketing

November

Theme: Recognition Society

December

Theme: When In Doubt, Ask for More (book discussion)

January

Themes: Tier II Prospect Solicitations, Managing the Probate Process

February

Themes: Tier II Prospect Solicitations Follow-up

March

Theme: 12-Month Survey