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:


 Kickoff Call 

Welcome to Planned Giving Accelerator — March 8


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


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



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


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



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


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