PGgrowth - Planned Giving podcast

Janice 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.

Ed 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 wa...

In 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...

As 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...

Ed 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.  

Ed Sluga and Tracey Church, well known and well regarded Prospect Research Professional, talk about how to use the techniques of prospect research in a Planned Giving Program. Research is often reserved for Major Giving and Campaign Giving programs. This podcast rethinks that conventional wisdom in the new era of Planned Giving Campaigns.

Ed Sluga and Colleen De Jager - Trust Officer and Fundraising Executive - discuss the process of Estate Administration from the perspective of the charity. The process is to ensure the charity is properly represented but the reason is not what you think. In short, its important to understand so that the wishes of the donor are protected and met. Colleen and Ed talk about steps to take and details...

The step toward engaging donors directly is a difficult one and often has - even the most seasoned professional - pausing before meeting face-to-face. We are pulled two pod casts from our archives that address some of the tactics that can be used to make these meetings easier and more successful for both the donor and the fund raiser.

In this third of our three part series on being 'Worthy and Prepared' in the Planned Giving context, Peter Barrow and Ed Sluga discuss some practical steps to take to best position a charitable organization to truly be ready to receive and activate the funds that donors would give to support their mission.

In this second podcast of this three part series, Peter Barrow and Ed Sluga examine the concept of being 'prepared' for legacy gifts. To purchase their book 'Worthy & Prepared' go to www.charityinfo.ca To comment on this podcast, please email info@pggrowth.com or visit us at www.pggrowth.com

Every charity feels that they are worthy of donations. In fact, at some point, each charity has felt confused as to why they are not getting even greater amounts of support from donors given the worthiness of their mission. In this conversation with Peter Barrow - marketing guru, university lecturer, writer, business owner, philanthropist and co-author of the book Worthy & Prepared - the notio...

In this podcast, we revisit a discussion with internationally known Planned Giving consultant Richard Radcliffe. Richard has spent years researching donors and how they wish to be engaged by those charitable organizations they care about with regard to Planned Giving. His thoughts are insightful and provide a deep understanding of the donor journey toward making a gift.

In this last of the three part series with Ken Ramsay, Ed and Ken discuss how to implement a Planned Giving campaign methodology into an existing Planned Giving program so that an organization can take advantage of the current opportunity. For more Planned Giving Podcasts and to sign up for our regular updates, please go to www.pggrowth.com and look for our series Planned Giving Tip of the Week. T...

In the second of the three part series of discussions with Ken Ramsay, Ed and Ken discuss how to take advantage of the current Planned Giving opportunity through conducting a targeted Planned Giving Campaign to build momentum, engage donors and secure gifts to the program and the organization. For more Planned Giving Podcasts and to sign up for our regular updates, please go to www.pggrowth.com an...