Course Calendar

Here’s a look at what you can expect during the Planned Giving Accelerator.

All live webinars and ask-me-anything sessions can be accessed here.

July

July 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

July 13 — Welcome to Planned Giving Accelerator

Webinars

July 20 — Why Start With Bequests

July 27 — Top Prospect Identification

Podcast
SMART Goals/Why Start With Bequests

Resources
Getting Started Survey

August

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

Webinars
August 3 — Soliciting Your Planned Giving Prospects

August 10 — Your Website & Activity Tracking

August 17 — Tier II Top Prospect Identification & Solicitation

Ask Me Anything Session

August 18 — Ask Me Anything

Podcasts
You Don’t Need Allied Professionals

Request Bequest Documentation: Yes or No?

Resources
Activity tracking system

Sample web copy

Sample Top Prospect solicitation note or letter

Sample bequest (for follow-up)

Sample bequest intention form (Welcome!)

Existing gifts confirmation letter

2 sample letters/emails

Sample reply card

September

Webinars
Board Presentation and Solicitations

Board Follow-Up Plan

Ask-Me-Anything

Podcast
Ask Confidently, with Gail Perry

Resources
Sample board slide deck

October

Themes: Activity Tracking and Solicitations

November

Theme: Multichannel Marketing

December

Theme: Your Recognition Society