Newly scheduled at-home Planned Giving training for you and/or your team

UPCOMING WEBINAR TRAINING OPTIONS

APR
22

Planned Giving Boot Camp Co-sponsored by PlannedGiving.com

Wednesday, April 22, 2020 at 12:00 PM

APR
28

Get Planned Giving Results Now…with a Survey Campaign!

Tuesday, April 28, 2020 at 12:00 PM

MAY
12

Advanced Charitable Lead Trusts

Tuesday, May 12, 2020 at 12:00 PM

MAY
19

Advanced CRTs

Tuesday, May 19, 2020 at 12:00 PM

MAY
26

Advanced CGAs

Tuesday, May 26, 2020 at 12:00 PM

Planned Giving and the Coronavirus

Image result for covid 19On a client call yesterday, we addressed a serious issue: should we (staff and the consultant – myself) be doing proactive follow-up with planned giving prospects in the current environment?

No simple answer.

I am drafting follow-up email text for them asking prospects (who had indicated some level of planned giving interest in a recent online survey)  if they will be willing have a short conversation with us – a few follow-up questions based on the survey.  Very soft ask – which I have had success with in the past.

But, it dawned on us that right now – at least this week, perhaps for the next few weeks or longer – is not a good time to try to have any conversations, let alone one about one’s estate!

What do you think?  Please comment below!

Since our next Planned Giving Boot Camp starts on Monday, this will be addressed throughout the course as it’s the topic of the day!  Click here to check out our 6-part webinar (at home training) program starting on Monday at 12 pm EST.

Waking up to a new reality

It is not every Monday morning that you wake up to a new (and unsettling reality) – but as you know, this is the case for most people today.  The order of the day is to work from home, stay away from gatherings and pray that this country gets through the corona-virus situation quickly and that loved ones stay safe!

But, working from home isn’t so easy.  Being self-employed since 2011, I should be used to it but even with no one else home during the day besides my wife, it was never easy for me to focus (these days, I have an office!).  Now, with everyone home, a few children already joining classes via conference call, it is really rough for me to focus.

With everyone trying to work from home, and probably a lot of fundraising programs trying to adjust (cancellation of events and meetings and so on), maybe it’s time to sign up for online training programs like the Planned Giving Boot Camp?

So, why the Planned Giving Boot Camp?

  • It’s a very cost effective way to train your entire fundraising team in this area (which is becoming more important every day) – just $350 for up to 16 staff members.
  • It’s very flexible!  Your team can watch together or separately, at home or on their cell phones or ipads. Watch it live or recorded. Review if you want.
  • The format is simple, delivered in a way that is digestible – designed for regular fundraisers to get started in this crucial area.
  • Just six 1.25 hour webinar sessions over six consecutive weeks.
  • 7.25 CFRE credits being offered for this upcoming course only.

Since we kicked off this program in the spring of 2014, over 2,000 fundraisers have been through the course – with great reviews and positive feedback.  That’s why we keep offering it.

But, this may be our last Planned Giving Boot Camp!  Why?  Enrollment has slowed as my marketing lists have not grown and I don’t have to time to expand the lists.  So, I am in talks with a larger planned giving marketing firm to create a Certificate program for multiple disciplines within Planned Giving (Face-to-face fundraisers, non-profit marketing professionals, administrators, etc…) and finally end the great run we have had with the Planned Giving Boot Camp. So, if you have been mulling over whether to sign up for the course, this upcoming course (starting March 23rd at 12 noon EST) would be a good one to join!

CLICK HERE TO LEARN MORE OR REGISTER FOR THE PLANNED GIVING BOOT CAMP