Course Calendar

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

All live webinars can be accessed here.

All classes will 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

Webinars

Charitable Bequests — March 15
Top Prospect Identification & Solicitation — March 22
Tier II Prospect Identification & Solicitation — March 29

Podcasts

SMART goals
Doesn’t hurt other fundraising & Confirm your existing gifts

April

Webinars

Bequest Documentation, Activity Tracking & Your Website — April 5
No meeting — April 12
Your Recognition Society & Bequest Challenges with Bob Ross — April 19
Multichannel Marketing & Your Board Presentation — April 26

Podcasts

Estimating ROI of your Planned Giving program
Your Board’s Role In Fundraising – Michael Davidson, guest

May

Webinars

Probate & Your Role In It — May 3
Your Planned Giving conversations with Sherry Quam Taylor — May 10
Beyond Bequests — May 17
Ask Me Anything Session/Farewell — May 24

Podcasts

Attorneys, CPAs, CFPs & their ilk
Ask Confidently – Gail Perry, guest