Engaging Your Board in Planned Giving


Scheduled for 28 Feb 2013   10:00 am Pacific Time  Register Now


Your board wants to make a real, transformational difference in their community.

 With over 60 years of combined experience in Planned Giving, Colleen Bradley and Ed Sluga are noted leaders in the field. They understand how to ask a donor for a planned gift and will be sharing their expertise in our online session.

Session Description:One of the key building blocks to a sustainable and successful Planned Giving Program is the ability to engage your Board. Securing their commitment to your charity’s basic principles is the most important first step that you can take. Through this presentation, discover how to position your program and strategies to ensure that your board will commit the necessary patience, staff-time, resources…and gifts.

Learning Outcomes: 

The Secrets to Board Cultivation:

• How engaging your board with your mission  can lead to gifts

• How to apply best fundraising practice to build a giving board

• What board members need to know before they will give


Colleen Bradley PGgrowth‘s Technical Support Consultant

Colleen worked with Royal Trust as a specialist in the area of will & estate as well as investment planning. At Royal, she guided her clients through the will planning process, offering investment advice that helped them achieve their financial goals. At the Heart and Stroke Foundation, she developed a proactive Planned Giving program and over five years doubled their revenue from plannned gifts. At the Easter Seal Society, she created a comprehensive Planned Giving program that took their bequest revenue to over 3 million dollars!

Colleen has worked as a private consultant with the Lung Association, Friends of the Earth, Council of Canadians, Ontario March of Dimes, the Toronto Hospital Foundation, Canadian Liver Foundation, Canadian Hearing Society, Centennial College, Save the Children, Services for Seniors, the Canadian Mental Health Association, L’Arche and many others.

A member of the CAGP-ACPDP, Colleen is Past Chair of the Toronto Round table.

Ed Sluga National Director, Planned Giving for Canadian National Institute for the Blind

Ed is one of Canada’s most experienced Planned Giving professionals. He has helped hundreds of organizations from across the country for more than 17 years, to both develop and benefit from long-term, sustainable and proactive fundraising and Planned Giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed’s chief motivation is helping organizations achieve the goals of their mission within their communities. Ed is also the Program Director for PGgrowth: Bequest Cultivation, and he also serves clients privately through Sluga Consulting.Services. 

Ed is the co-author of Worthy and Prepared, which is a simple guide to the two essential principles to help your organization raise more money.

Click here to listen to PG Growth’s Podcasts ‘Resources for Canadian Planned Giving Practitioners’

Scheduled for 28 Feb 2013  Register Now

Comments are closed.