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Fundraising Webinar Series

Planned Gifts

January 22 @ 3:30 pm - 4:30 pm EST

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January 22, 2020

DE United States

3:30 PM

In this session, Cogeo and Tapp will review the various elements of a planned giving program and how it is vital to the long-term success of an organization’s fundraising and community-building efforts. Cogeo and Tapp will also review best business practices for moves management as a part of a planned giving program’s activity and demonstrate how these activities fuel all other parts of the smart home.

Rob Kusel and Joe DiGiovanni will present an interactive webinar allowing attendees to explore the various elements of a planned giving program, resulting in an opportunity for participants to reflect on their own organizational practices. The session will also provide an overview of effective ways sample organizations have managed their planned giving programs and moves-management activity and the results which occurred over time.

 Throughout the webinar, Joe from Tapp Networks will provide additional information on the role of technology and data as it relates to planned giving program activity.


  • Directors of Development/Advancement that are looking for new ways or expanded guidance on increasing the effectiveness of their work;
  • Executive Directors/CEOs that are looking to initiate or expand their fundraising departments to meet agency goals;
  • Marketing and communications professionals interested in learning more about industry-specific communication and stewardship tactics as it pertains to planned giving programs;
  • Board members that want to bring new knowledge and/or expanded capacity to their agency’s operations.


  • A basic understanding of both what a planned gift and a planned giving program are and how to evaluate the return on investment to the organization;
  • Greater awareness of how planned giving and moves management activity fuel all other areas of the smart home;
  • A better understanding of how technology-and-data management practices are implemented in a planned giving program.

Join us January 22nd at 3:30pm EDT to learn proven fundraising tactics!


January 22
3:30 pm - 4:30 pm
Event Category:


DE United States


Tapp Network