How to Run a Successful Planned Giving Program at Your Nonprofit
Do you want to find donors who will provide large gifts to your nonprofit in their wills and estates?
Are you looking for ways to ensure your nonprofit’s future financial stability and growth?
Do you want to launch or grow your organization’s planned giving program, but are not sure where to start?
Are you worried that planned giving is too complicated or time-consuming to use at your nonprofit?
If so, then I invite you to join us for a brand new class here at The Fundraising Authority: How to Run a Successful Planned Giving Program at Your Nonprofit.
What’s in the Class?
How to Run a Successful Planned Giving Program at Your Nonprofit runs completely online, and all of the materials will be delivered electronically.
Every week, you will be able to access (via your course page) a comprehensive course module covering that week’s topic.
The Class Modules: How to Run a Successful Planned Giving Program at Your Nonprofit
Here are the weekly course modules you’ll be unlocking:
Week #1: The Basics of Successful Planned Gift Fundraising (Written Guide)
This week, learn what planned giving is (and what it isn’t), why planned giving matters for every nonprofit, and why you don’t need to be intimidated by planned gifts. Plus, we’ll take a look at an overview of the different types of planned gifts and the best ways to prepare your organization to solicit them.
Week #1 Special Bonus: How to Launch and Market Planned Giving at Your Nonprofit (Webinar co-presented with Michael Rosen, CFRE)
During this one-hour webinar with the author of Donor-Centered Planned Gift Marketing, you’ll get a complete overview of the planned gift marketing process, learn what motivates donors to make planned gifts, and get lots of special tips, tricks, and strategies for maximizing your own planned gift marketing program.
Week #2: Developing Your Planned Giving Case for Support (Written Guide)
This week, you take a look at how to communicate with your donors about your planned giving program, including how to develop a planned giving case for support as well as which marketing channels will work for you.
Week #2 Special Bonus: Planned Giving – Best Practices for Small Shops (Webinar with Pamela Grow and Leah Eustace, ACFRE)
In this special bonus webinar, fundraising consultant and author Leah Eustace talks specifically about how to small fundraising shops (those with no full-time fundraisers, or just one or two people on staff) can successfully run planned giving programs without wasting valuable time or resources.
Week #3: Supercharging Your Planned Giving Program (Written Guide)
This week, we will take a look at how your nonprofit can supercharge your planned giving efforts. This guide will teach you how to launch and run a coordinated planned giving campaign, how to incorporate planned giving into your overall fundraising process, how to maximize each planned gift donation, and much more.
Week #4: Stewarding Planned Givers (Written Guide)
Learn how to treat your planned givers right… In this week’s class guide, we will show you how to recognize and celebrate your planned gift donors, as well as how to use legacy clubs to encourage planned gifts.
Week #4 Special Bonus: Marketing Bequests – The Delicate Art of Asking for that Final Gift (Webinar with Pamela Grow and Tom Ahern)
During this one-hour webinar, fundraising superstar Tom Ahern will teach us how to communicate with donors about our planned giving programs, how to cultivate planned givers, and how to make planned giving asks.
*All of the webinars in this class are pre-recorded. You do not need to be in front of your computer at any set time to participate.
Who Is This Class For?
How to Run a Successful Planned Giving Program at Your Nonprofit is designed for both those new to fundraising and planned giving as well as seasoned development pros who want to know how to strengthen and grow their planned giving program. Nonprofit founders, Executive Directors, Development Directors, fundraising staff, board members, and volunteers will all benefit from this four-week class.
Learn When You Want and Where You Want
One of the best things about this class is that you can read the guides and watch the webinars from the comfort of your own home or office. Instead of having to take time off to go to a full-day seminar, you can learn everything you need to know about planned giving programs right where you are.
And – you have lifetime access to the class materials! So even if you can’t go through all of the class materials right now, you can read and watch at your leisure. There are no tests or quizzes, only solid information that you can review whenever you are ready, with lifetime access to the course pages.
Learn from the Best in the Business
How to Run a Successful Planned Giving Program at Your Nonprofit is taught by our fundraising experts who have each spent 20+ years helping organizations worldwide raise more money. As Development Directors, Executive Directors and fundraising consultants, we have helped thousands of nonprofits achieve a fundraising breakthrough. Now, we want to want to help your nonprofit create, grow, and sustain a strong planned giving program that will raise the money your organization needs to thrive.
Have Your Whole Team Participate!
If you have a team of people working with your nonprofit and you would like them all to participate in How to Run a Successful Planned Giving Program at Your Nonprofit, there is no extra charge for additional team members.
If you want your entire development team or board of directors to have access to the class, all you need is one class registration, and we will send the electronic class materials to as many members of your team as you would like.
Direct Access to our experts
During this class, each participant will have direct access to Fundraising Authority experts. Send us your questions about what you are learning and how it applies to your nonprofit, and we will respond with customized advice and counsel.
Your Investment in Building a Successful Planned Giving Program for Your Nonprofit
A full-day seminar on planned giving strategy can cost anywhere from $250-$500 (not including travel expenses), and yet not offer anywhere near the amount or quality of materials that are included with this class…
When you register today, you can participate in the entire class, including all 4 weeks of webinars and written guides, plus all of the bonus items, for an investment of just $77.
Our Guarantee to You
We know that How to Run a Successful Planned Giving Program at Your Nonprofit is the single best course available on how to develop and grow a planned giving program for your organization. Not only will you be satisfied with this course, but you will also be recommending it to your colleagues and friends at other organizations.
If, for any reason, you are not satisfied with the course, you can stop taking the class at any time and receive a full, 100%, no questions asked refund. That’s our guarantee to you.
You will love this class, and it will make a huge difference for your nonprofit organization.
Have any questions? Check out our Frequently Asked Questions page.
