PGgrowth - Planned Giving podcast

Latest Episodes:

NO 92: Failure to Launch...Planned Giving Apr 08, 2025

Show notes

In this thought-provoking episode, PGgrowth President and Co-Founder Ed Sluga revisits a critical question: Why are so many charities still struggling to embrace planned giving?

Back in 2017, PGgrowth launched an in-depth research initiative to understand how charities across the country were engaging with planned giving—an often-overlooked yet powerful source of revenue. Now, in 2024 and into 2025, we've gone back to the roots of that original survey, updating it and gathering fresh responses to see how things have evolved.

The findings? While planned giving remains a deeply untapped opportunity for sustainable funding, many organizations are actually stepping back from it.

Tune in as Ed reflects on what this means for the sector, why this revenue stream continues to be underutilized, and what your organization can do to avoid becoming a part of the trend—and instead, lead the way forward.

NO 91: Stress and the Fundraiser Mar 25, 2025

Show notes

In this podcast, Ed talks to Claire Barron from Talk Listen Connect and Theresa Butler-Porter about stress in planned giving. Together, they engage in an introspective conversation about the stresses consultants experience, many of which often go unnoticed. Additionally, they offer key insights, advice, and resources to better support the incredible individuals in our industry.

NO 90: SPECIAL EPISODE All About Therea Butler-Porter Mar 18, 2025

Show notes

This week’s podcast is a special episode celebrating PGgrowth’s 15th anniversary. Ed sits down with PGgrowth Senior Consultant Theresa Butler-Porter for an insightful conversation about her passion for planned giving, her extensive experience in the field, and the impact of a well-supported legacy giving program. With 20 years in philanthropy and a career spanning top-tier organizations, Theresa shares her expertise, creativity, and advice for building sustainable planned giving programs. Tune in for an engaging discussion with one of Canada’s most enthusiastic advocates for legacy giving.

NO 89: Updating Ideas Around the Messages of Planned Giving Feb 18, 2025

Show notes

In this week's episode, we dive into the evolving landscape of planned giving communications. Join Ed Sluga and Peggy Killeen as they explore fresh perspectives on messaging strategies that resonate in today's philanthropic environment. Together they discuss innovative approaches and the enduring principles that guide successful planned giving campaigns. Tune in for a candid discussion filled with actionable insights and strategic advice to enhance your organization's fundraising efforts.

NO 88: The State of Planned Giving in Canada 2025 Jan 27, 2025

Show notes

From time to time, we mark important moments in the planned giving world with a discussion around the current state of this form of fundraising. We done it again. This time it is a way to look at the 15 years we have been working to raise the bar within the sector around planned giving. Joining me for this discussion are noted experts in the field Peggy Killeen, CFRE, Grant Monck, LL.B and Ken Ramsay, one of the 'founders' of planned giving as a profession in Canada. The conversation is honest - both in a positive and critical way - and offers both practical and strategic next steps for the sector and for your organization.

NO 87 SPECIAL EPISODE About Peggy Killeen Jan 21, 2025

Show notes

In our 15 years, PGgrowth has had as part of our team extraordinary leaders and experts in planned giving. This year, we will be taking the time to highlight these professionals. Peggy Killeen is a well known leader in the planned giving sector. Based in Montreal, her impact is national not only helping charities create and launch programs but also mentoring staff and inspiring donor engagement. At the core of her work is the understanding that anyone can become a philanthropist and that through planned giving we in the charitable sector can 'democratize' major giving - and its impact on charities, communities and Canadians. Her journey is unique in specifics but not unique in that her arrival in planned giving was not the original destination - but it has made all the difference.

NO 86: SPECIAL EPISODE About Grant Monck Jan 10, 2025

Show notes

In our 15 years, PGgrowth has had as part of our team extraordinary leaders and experts in planned giving. This year, we will be taking the time to highlight these professionals. First up is Grant Monck - leader in planned giving for 30 years, sector expert in blended gifts, a fixture both in British Columbia and across the country in leading best in practice programs. His journey to planned giving success, like many others, did not start in fundraising. He, like so many others, was drawn to working in the charitable sector by personal experience, thoughtful examination of the career he wanted to have - and being at the right place at the right time. Although his journey did not start in fundraising, through his time working with charities, mentoring organizational leadership and staff, inspiring volunteers and engaging with donors, Grant has helped to shape how we approach planned giving in Canada. His thoughts are both inspirational and practical.

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

Show notes

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

Show notes

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.

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