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

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
February 26, 2023
February 27, 2023
February 28, 2023
March 1, 2023
March 2, 2023
March 3, 2023
March 4, 2023
March 5, 2023
March 6, 2023
March 7, 2023
March 8, 2023
March 9, 2023
March 10, 2023
March 11, 2023
March 12, 2023
March 13, 2023
March 14, 2023
March 15, 2023
March 16, 2023
March 17, 2023
March 18, 2023
March 19, 2023
March 20, 2023
March 21, 2023
March 22, 2023
March 23, 2023
March 24, 2023
March 25, 2023
March 26, 2023
March 27, 2023
March 28, 2023
March 29, 2023
March 30, 2023
March 31, 2023
April 1, 2023

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