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Understanding the Evolution of Planned Giving to Strategic Philanthropy

Ed Sluga, President and Managing Consultant at PGgrowth

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Date: Thursday, September 28, 2023

Time: 9:45 to 11:45 AM 

Location: Hybrid event. Alzheimer Society, 18-360 George St. N Peterborough, K9H 7E7 (in the basement of Peterborough Square next to the Farmers Market, click here for directions and more information about visiting the Alzheimer Society). A Zoom link will be included with your Eventbrite ticket.

Registration required: Register via Eventbrite

There has been an evolution of Planned Giving to Strategic Philanthropy. The shift has come slowly, but now more than ever, fundraisers need to understand that acting as trusted advisors with donors as they create their legacy gifts for the future of charitable organizations is expected by our supporters. As the next great intergenerational wealth transfer unfolds, a truly integrated ‘Third Program’ of fundraising is essential for every charity.

 

What this session will cover:

  • A shifting of philanthropic realities post-COVID

  • The need for expanded revenue opportunities to take advantage of funding opportunities

  • Understanding the basics of Planned Giving and creating an integrated program

  • The need to ‘lean in’ and move your program to Gift Planning

  • ‘Being At The Table’ to take advantage of structured (blended) gift opportunities

 

Learning objectives:

  • How to position your organization for future success in the new realities of post-COVID fundraising

  • Establishing a truly integrated fundraising program requires three fully functioning areas of activity: Annual Giving, Major Giving and Planned Giving

  • How to establish and advance your Planned Giving Program

  • How to accelerate your Planned Giving program into a Gift Planning Program

  • How to take a seat at the table with your donors as they make important financial and estate planning decisions

About Ed

Ed Sluga, CFRE, President and Managing Consultant is co-founder of PGgrowth Inc. Ed is one of Canada's most experienced Planned Giving professionals with an unmatched perspective on how to benefit from this ‘third leg’ of fundraising. An innovator and thought leader in the sector for close to 30 years, Ed has helped hundreds of organizations develop and benefit from long-term, sustainable, and proactive fundraising and Planned Giving programs.

 

Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor of Major Giving and Planned Giving with the Humber College Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course. For more information on Ed and PGgrowth, please visit pggrowth.com

Contact Ed at 519-760-6964 or ed@pggrowth.com

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