Office Hours + Monthly Content Capsules + Resource Library + Peer Learning

Ideal for teams that want fresh content and the added benefit of learning from peers in similar roles through facilitated group sessions as well as the opportunity to consult one-on-one with planned giving professionals.

THE HIGHLIGHTS

This package includes:

• Invitation to office hours where experienced planned giving professionals will answer your questions.

• Ready-to-use messaging and materials for donor engagement each month, as well as basic and advanced materials to round out and regularly update planned giving marketing materials. 

• Monthly Peer Working Sessions.

THE DETAILS

Monthly Content Capsule, each delivering new material, is delivered on the 15th day of every month.

Monthly cut-and-paste Stewardship Newsletter to send to donors and prospective donors. also delivered on the 15th day of each month.

In addition, you can cut-and-paste to your heart’s content with full access to our Resource Library that contains the wide variety of basic and advanced materials you’ll need to build and grow your planned giving program. And we’re always adding to it!

With the Collaboration Package, you receive an annual $2000 credit toward Emboldini’s Meaningful Conversations training program when you launch this consulting engagement during the subscription period.

The Collaboration Package also includes Monthly Peer Working Session, for 45 minutes over Zoom, with fellow subscribers, facilitated by Emboldini and including the following:

• Review Content Capsule and Stewardship Newsletter and share tips for how best to use them.

• Featured deep dive topic

• These sessions offer built-in accountability partners to help you stay on track with your planned giving outreach goals

• Sessions are open to any staff member of the subscribing organization