PGgrowth - Planned Giving podcast

N0 85: DRIVING PG FORWARD Understanding Your Opportunity Gap Feb 20, 2024

In this second pod focusing on our webinar series Driving PG Forward from the Fall of 2023, Ken Ramsay - noted planned giving expert and data guru - gives one of the best arguments for understanding your organization's data and planned giving opportunity I have ever heard – and I have heard Ken talk about this many times before.

It is all about the gap.

The gap is the space between your current planned giving successes and your planned giving potential. Until you take the time to understand the true revenue potential that is within your stakeholder base, it will be difficult for your organization to chart the necessary path to maximize success. It is a fundamental next step after determining the characteristics of the type of program you should be operating. It will help drive your program forward.

No 84: DRIVING PG FORWARD Determining YOUR PG Program Jan 31, 2024

The first of four pods excerpted from our webinar series in the Fall of 2023 titled DRIVING PLANNED GIVING FORWARD. This episode looks at determining organization type and what best practices are the correct ones to implement and follow. What does your organization need to consider when establishing a program? How do you measure success? It is where an organization must start to ensure predictable and sustainable planned giving growth and success.

PGGrowth SPECIAL Town Hall: Recession proofing your fundraising program Apr 04, 2023

In May of 2020, with the pandemic officially taking hold of all of our daily lives, PGgrowth held a Town Hall to examine fundraising in the ear of lock downs and economic unknowns. Now, 3 years later, we look at the after-effects of COVID, lessons learned - or not - and what to do so that your program is ready for the next economic down turn, whether it is caused by a pandemic, a bad economy or some other un-expected factors.

PGgrowth Planned Giving Podcast No 82: The Leadership Decision to Create a Program Mar 08, 2023

Working with charities across the country, we do find one common thread when professionals discuss their ability to - or inability to - launch a truly proactive program: leadership commitment. While the rational and the data continues to support proactive engagement of supporters to increase giving in the way, organizations continue to hesitate, missing the important leadership imperative to launch a program. In the end, this hesitation is simply a decision to 'leave money on the table'. In this discussion we hear from Doug Earle, current CEO of the West Park Hospital Foundation (Toronto) and former CEO of Fighting Blindness Canada about the leadership decisions and steps he took to launch a program and position his organization in transformational success in the area of fundraising.

The PGgrowth Planned Giving Podcast: The Golden Age of Planned Giving REDUX Sep 14, 2022

This 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 Sep 07, 2022

Many experts in planned giving might say that it all begins and ends with donor stewardship. My guest on this episode of The PGgrowth Planned Giving Podcast - Peggy Killeen - is one of those experts. And her passion for stewardship and how it leads to gifts of this kind is unmatched - and so is her knowledge. Listen and learn that for some, it is all about stewardship.

PGgrowth Episode 81_Being Prepared For Lead Generation Oct 22, 2021

Any 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 Aug 03, 2020

Why 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 Jul 29, 2020

Ed 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 Jul 27, 2020

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.

Planned Giving: hospital foundations and their unique position in the sector Jul 20, 2020

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 way.

Planned Giving: the evolution to strategic philanthropy Jul 11, 2020

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 are organizations doing about this new reality and are they ready to lead or be left behind.

Planned Giving: Leadership, Major and Estate Gifts Oct 01, 2019

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 gathering community support for our increasingly 'in need' not-for-profit organizations.

Planned Giving is now Leadership, Major and Estate Giving Mar 12, 2019

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.

EVERY organization can have a Planned Giving Program: where there is a ‘Will’ there is a way Nov 13, 2017

Using Prospect Research in a Planned Giving Program Sep 27, 2017

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.

Protecting your Donor's Wishes: Understanding Estate Administration Sep 12, 2017

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 to be focused on.

The PGgrowth Podcast Archives: Engaging Your Donors Aug 15, 2017

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.

Worthy & Prepared Planned Giving: Part 3 - Practical Steps to Take Jun 12, 2017

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.

Worthy & Prepared Planned Giving: Part 2 - Being 'Prepared' Jun 05, 2017

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

Worthy & Prepared Planned Giving: Part 1 - Being 'Worthy' May 30, 2017

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 notion being 'worthy' is explored as a purposeful activity rather than an assumed fact. This is the first in a three part series taking the concepts of the book Worthy & Prepared and articulating them in the Planned Giving context.

Richard Radcliffe and the process of engaging your donor Apr 28, 2017

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.

The Golden Age of Planned Giving Part 3: Enhancing your Planned Giving Program Apr 17, 2017

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. These are in informative series of podcast giving practical tips on how to start and be successful with a Planned Giving program at your charitable organization.

The Golden Age of Planned Giving Part 2: The era of the PG Campaign Apr 10, 2017

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 and look for our series Planned Giving Tip of the Week. These are in informative series of podcast giving practical tips on how to start and be successful with a Planned Giving program at your charitable organization.