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PGgrowth - Planned Giving podcast
by Ed Sluga, CFREStrategies, wisdom and insights into creating, operating and benefiting from a Planned Giving program at your charitable organization.
Copyright: Ed Sluga, CFRE
Episodes
The PGgrowth Planned Giving Podcast: The Golden Age of Planned Giving REDUX
14m · PublishedThis one is from the archives and firmly focused on the future. My colleague Katherine Blake is regularly talking about the coming transfer of wealth - one that we know of well in planned giving - and the fact that charities need to get involved now in planned giving or risk missing the opportunity. This reminded me of a conversation I had with Ken Ramsay a few years back. It was about the charitable giving circumstances of the time and how they had made that an important time for charities to launch a planned giving programs to ensure their future financial security. Everything old is new again and planned giving - accelerated by the pandemic - is entering another 'Golden Era'. For more Planned Giving Podcasts and to sign up for our regular updates, please go to www.pggrowth.com
The PGgrowth Planned Giving Podcast: It's all about stewardship
15m · PublishedPGgrowth Episode 81_Being Prepared For Lead Generation
18m · PublishedAny marketing tactic to engage your donors about planned giving needs both a preparation and a follow up plan. Otherwise, the cost and work put into the initial contact is not only wasted, the trust you need with your donors so they will create a planned gift will be eroded or even lost. In this first episode of season 8, we will explore the basics of preparing for direct donor lead generation and the necessary 'next steps' to make the process worthwhile.
Planned Giving: how to maximize your data for success
12m · PublishedWhy and how should your charity examine in a deep and meaningful way, its data and donor bases to find its best prospects for Planned Giving. Ken Ramsay brings his decades of experience leading programs asking hundreds of thousands of people across North America for Planned Gifts has provided him with a 'one-of-a-kind' knowledge and expertise in mining data for your best prospects, He is experience is unmatched and his insight is extraordinarily valuable to YOUR Planned Giving program.
Planned Giving: using data to unlock your opportunity
12m · PublishedEd Sluga is joined again by planned giving thought leader Ken Ramsay as they discuss the most important asset of any organization's fundraising program - their data base. Using data effectively for the advancement of a planned giving program is fundamental to long-term and sustainable success. Ed and Ken discuss the rationale for regular data review and the steps necessary to use your data base to its fullest effect in your program.
Reviewing your Planned Giving program: knowing where you are before you move forward
17m · PublishedJanice Meighan - in a conversation with Ed Sluga - describes the purpose, process and outcome of a fulsome review of your Planned Giving program. Put simply, it is difficult to start a journey to greater success when you don't know where you are starting from. Janice discusses policies, metrics, reporting and more in what she describes as a 'business unit' of your fundraising program.
Planned Giving: hospital foundations and their unique position in the sector
16m · PublishedEd Sluga is joined by long-time senior hospital foundation executives Colleen DeJager and Jane Jamieson to discuss the unique approach the hospital foundations must take in developing and benefiting from planned giving. From community hospital to research juggernauts, the role that the hospital plays in the life of the community means planned giving must be approached in a unique and thoughtful way.
Planned Giving: the evolution to strategic philanthropy
19m · PublishedIn this first episode of the seventh season of The PGgrowth Planned Giving Podcast, host Ed Sluga discusses the new reality of planned giving programs and their importance to overall fundraising with legacy giving expert and innovator Ken Ramsay. Planned giving as a fundraising channel has gone from a niche secondary funding source to an important main focus of every development program. BUt what are organizations doing about this new reality and are they ready to lead or be left behind.
Planned Giving: Leadership, Major and Estate Gifts
21m · PublishedAs there continues to be an evolution of giving - particularly individual giving - to charities, organizations are forced to confront a growing new reality of the nature of gifts. Most if not all of the larger gifts from individuals can be viewed through the lens of Planned Giving. It is a new perspective that major and campaign fundraisers must understand to continue to do their important work in gathering community support for our increasingly 'in need' not-for-profit organizations.
Planned Giving is now Leadership, Major and Estate Giving
21m · PublishedEd Sluga, CFRE and Ken Ramsay discuss the new reality that to truly engage donors as partners in your mission, all personal philanthropy - Leadership giving, Major Giving and Estate Giving - can and should be considered part of a larger Planned Giving program development.
PGgrowth - Planned Giving podcast has 20 episodes in total of non- explicit content. Total playtime is 4:51:25. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on March 24th, 2024 18:43.