Using Research in your Planned Giving Program
Using program, donor base and prospect research in your Planned Giving program:
Advancing your program from Planned Giving to Gift Planning

Calgary - February 5, 2020 | Vancouver - February 6, 2020

Calgary Event - February 5th, 2020
Time: Breakfast at 7:30 a.m., Session at 8 a.m. to 11 a.m.
Event Location: Calgary Central Library 800 3 St. SE
Contact us at (833) 937-4438 Ext. 1 or
Contact Neil Williams at

Vancouver Event - February 6th, 2020
Time: Breakfast and Session to begin at 7:30 a.m. until 9 a.m.
(We will have a ‘working breakfast’)
Event Location: Terminal City Club Vancouver 837 W. Hastings Street
Contact us at (833) 937-4438 Ext. 1 or
Contact Grant at
PGgrowth is presenting this session in conjunction with Capilano University

Join Catherine Chalmers - VP, Plan Canada, Ed Sluga - President, PGgrowth and Tracey Church - Senior Research Consultant, PGgrowth, as they introduce attendees to how they can use program, donor base and prospect research in their planned giving (legacy) programs.

With the idea that “anyone can make a planned gift”, organizations are often at a loss as to how to prioritize marketing and solicitation of the prospects within their legacy programs. Catherine, Ed and Tracey have broken down their own silos to work together from their major gift, planned giving and prospect research perspectives to realize the largest funding potential for organizations. The presentation will provide clear information on the use of broad-spectrum data mining and marketing techniques to identify those with the highest giving potential and then take those prospects identified to the next step with deep dive asset research.
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