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PG Calc Webinar Series

Thursday, October 21, 2021 PG Calc Webinar Series: When you Can’t Take Your Donor to Lunch
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Stacy Sulman, Vice President for Personalized Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science

Sponsored By:
The San Diego Foundation
Location: Webinars offered via Zoom

Link will be provided upon registration

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, The San Diego Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on When you Can't Take Your Donors to Lunch.

The Covid pandemic has thrown a curve ball to many core functions of philanthropy, including the traditional ways we connect with planned giving donors and prospects. Until recently, in-person legacy society events created a reliable platform for stewarding legacy donors, soliciting new planned gifts, and cultivating new prospects. Face-to-face meetings also played an important role in these efforts. But, even if there is a vaccine by the time of this session, ongoing uncertainty about health, crowds, and travel may require us to develop alternatives to face-to-face events and visits for a while.

In this session we will discuss different ways to adapt a planned giving strategy in the pandemic and post-pandemic landscape. We will focus on legacy recognition societies, marketing, loyalty donor outreach, and other techniques to maintain deep and meaningful connections with valued planned giving donors and prospects - even when you cannot take them to lunch.

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation

Advance Registration Now Open!

For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership