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.

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.

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.