How to Jump Start Your PG Program: A Case Study

Is your planned giving program lagging behind expectations? Is your planned giving revenue flat? Do you know what’s preventing your program from succeeding the way it should and how to fix it? In this webinar, we will work through a case study drawn from our consulting experience of what can stall planned giving fundraising and cause a decline in deferred gift revenue. Applicable to large and small charities, the case study will cover how to identify what is holding your program back, how to structure a sustainable planned gift fundraising effort, ways to improve efficiency and processes, and how to build institutional buy-in for program support and resources.