Webinars
I’ve designed a series of webinars and ‘ask-me-anything’ sessions that will provide you with accessible advice on how to build your program.
January
Kickoff Call
Welcome to Planned Giving Accelerator — January 13, at 3 p.m. ET (Recording)
Webinars
Why Start With Bequests? — January 20, at 3 p.m. ET (Recording)
Ask Me Anything — January 27, at 3 p.m. ET (Recording)
February
Webinars
Identifying Your Top Prospects — February 3, at 3 p.m. ET (Recording)
Ask Me Anything Sessions
Ask Me Anything About Top Prospects — February 10, at 3 p.m. ET (Recording)
Your Website and Activity Tracking — February 17, at 3 p.m. ET (Recording)
March
Top Prospect Solicitations — March 3, at 3 p.m. ET (recording)
Ask Me Anything: Top Prospect Identification and Solicitation — March 10, at 3 p.m. ET (Recording)
Ask Me Anything — March 17, at 3 p.m. ET (recording)
Bonus Ask Me Anything — March 24, at 3 p.m. ET (recording)
April
Webinars
Tier II Prospect Identification — April 7, at 3 p.m. ET (recording)
Planning Your Tier II Solicitations — April 14, at 3 p.m. ET (recording)
Ask Me Anything Session
Ask Me Anything — April 21, at 3 p.m. ET (recording)
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Ask Me Anything Sessions
Ask Me Anything About Tier II Prospects — May 5, at 3 p.m. ET (recording)
Ask Me Anything — May 19, at 3 p.m. ET
Webinar
Board presentation & solicitation (should you solicit or merely brief?) — May 12, at 3 p.m. ET
JUNE
Webinars
Activity Tracking Redux — June 9, at 3 p.m. ET (recording)
Multichannel Marketing — June 16, at 3 p.m. ET (recording)
Ask Me Anything — June 23, at 3 p.m. ET (recording)
JULY
Webinars
Your Recognition Society — July 7, at 3 p.m. ET (recording)
Ask Me Anything Sessions
Ask Me Anything — July 14, at 3 p.m. ET (recording)
Presenting to Your Board (w/ Sarah Jelley) — July 21, at 3 p.m. ET (recording)
August
Webinars
Ask Me Anything — August 4, at 12 p.m. ET (recording)
Book Club — August 11, at 3 p.m. ET (recording)
September
Webinars
What is Probate & How Do You Manage It? — September 1, at 3 p.m. ET (recording)
Bequest Challenge – September 8, at 3 p.m. ET (recording)
Ask Me Anything Sessions
Ask YOU Anything — September 22 (recording)
October
Webinars
Special Guest Sherry Quam Taylor – October 6 (recording)
Your Planned Giving Conversations – October 13 (recording)
Ask Me Anything Sessions
Ask Me Anything — October 20 (recording)
November
Webinars
Beyond Bequests I – November 3 (recording)
Beyond Bequests II – November 10 (recording)
Ask Me Anything Sessions
Ask Me Anything — November 17 (recording)
December
Webinars
Steve Meyers & Beyond Bequests III – December 2 (recording)
Beyond Bequests IV – December 8 (recording)
Ask Me Anything Sessions
Ask Me Anything — December 15 (recording)
Note: I’ll share links to upcoming webinars to this page each month and will archive the recordings so you can view them on demand.
