Title: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts

Presenters: Karen L. Piel and Delinda Rood

Webinar Description: Some of the best days for a gift planner are those when you receive a phone call or email “out of the blue.” A visitor to your website completes a request for a gift annuity illustration. A long-time annual donor calls to ask for your stock transfer instructions. An advisor sends an inquiry about your policy on accepting real estate gifts. You respond to the query, then wait for a response (or a gift) and are met with silence. The promising lead became a dead end, and you have no idea why. What could you have done differently? In this session we will learn a five-step response to emails, calls, and website inquiries that turns them into planned gifts.

Note: This session was pre-recorded on 5/21/2024.

Title: Using Portfolio Reviews to Maximize Planned Gifts For Your Organization

Presenter: Camille Anderson Licklider

Webinar Description: How can we best serve our fundraising colleagues as they manage proposals that have a planned giving component? How do we "check up" on their progress in a way that feels supportive? How do we encourage them to collaborate with us, and how do we ensure that all of our proposals are on track? Conducting portfolio reviews on a consistent basis can increase the likelihood that open proposals close in a timely manner, while also serving as an effective form of education for fundraisers at all levels of your organization. This session demonstrates one institution's approach to micro-portfolio reviews that are focused on planned gifts and how this process has created a culture of collaboration and teamwork across a vast array of fundraising teams.

Note: This session was pre-recorded on 11/19/2024.

You will need to register for each event separately:
1. February 20, 2025, 1:00 PM - 2:00 PM
2. April 17, 2025, 1:00 PM - 2:00 PM
3. June 12, 2025, 1:00 PM - 2:00 PM
4. August 21, 2025, 1:00 PM - 2:00 PM
5. October 23, 2025, 1:00 PM - 2:00 PM
6. December 18, 2025, 1:00 PM - 2:00 PM

 Registration Now Open!

Join us for the 2025 Emerging Philanthropy Conference, happening on Friday, September 26, 2025, at the RLA Conference Center in Cranberry Township—just a short drive north of Pittsburgh. This premier event will bring together fundraising professionals from across the region for a day filled with inspiration, learning, and connections.

Earn CFRE and CLE credits as you explore a diverse lineup of sessions designed to elevate your skills and expand your impact. Stay tuned for updates, and visit emergingphilanthropy.org to learn more.

Don’t miss this incredible opportunity to grow your network and strengthen your practice. We look forward to seeing you there!