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
Curriculum
| SunSunday | MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday |
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26February 26, 2023
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27February 27, 2023
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28February 28, 2023
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1March 1, 2023
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2March 2, 2023
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3March 3, 2023
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4March 4, 2023
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5March 5, 2023
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6March 6, 2023
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7March 7, 2023
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8March 8, 2023
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9March 9, 2023
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10March 10, 2023
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11March 11, 2023
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12March 12, 2023
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13March 13, 2023
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14March 14, 2023
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15March 15, 2023
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16March 16, 2023
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17March 17, 2023
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18March 18, 2023
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19March 19, 2023
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20March 20, 2023
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21March 21, 2023
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22March 22, 2023
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23March 23, 2023
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24March 24, 2023
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25March 25, 2023
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26March 26, 2023
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27March 27, 2023
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28March 28, 2023
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29March 29, 2023
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30March 30, 2023
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31March 31, 2023
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1April 1, 2023
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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
Resources
Sample bequest
Sample Top Prospect solicitation note or letter
2 sample Tier II letters/emails
Sample reply card
April
Webinars
Bequest Documentation, Activity Tracking & Your Website — April 5
Multichannel Marketing & Your Board Presentation — April 12
Your Recognition Society & Bequest Challenges with Bob Ross — April 19
Ask Me Anything Session — April 26
Podcasts
Estimating ROI of your Planned Giving program
Your Board’s Role In Fundraising – Michael Davidson, guest
Resources
Sample bequest intention form (Welcome!)
Activity Tracking template
Sample web copy
Sample Annual Report Ad-Donor Listing
Sample sidebar
Sample buckslip
Sample article
Sample board slide deck
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
