The WHO, the HOW, the WHY? To Your Planned Giving Program

The WHO? The HOW? The WHY? To Your Planned Giving Program

This 3-part webinar series developed by the Windsor Essex CAGP Chapter will help small to mid-size fundraising organizations cultivate their planned giving donors and program. At the end of the 3-part series your organization will know the Who, How and Why of Planned Giving. How to leverage your database through prospect management, have meaningful conversations with your donors and know how to steward these unique donors and their planned gifts to your organization.  

Who Should Attend?

• Small to Mid-Size Not-for-Profit Shops
• Fund Development Officers (1-7 years experience)
• Major Gift Officers (1-7 years experience)
• Planned Giving Officers (1-7 years experience)

Cost:
$100 for all 3 webinars per organization

Locations:
Virtual Zoom Webinar
 

Webinars

The WHO?
Date: Wednesday, April 6, 2022
Topic: Who are your prospects in your database?
Time: 12pm – 1:00pm
Speaker: Andrea Read

The HOW?
Date: Wednesday, June 8, 2022
Topic: How the conversation begins
Time: 12pm – 1:00pm
Speaker Panel: Tim Jones, Ryan Solcz, Lisa Kolody

The WHY?
Date: Wednesday, September 7, 2022
Topic: Why stewardship is important 
Speakers: Roxanne Tackie and Rochelle Greaves

Sponsors:
Title Sponsor – Windsor Essex Community Foundation
Webinar Door Prize Sponsor – Rock Harbour Wealth Management
Supporter – Alzheimer Society Windsor -Essex County