Education & Training Services


PhilanthroPlan offers the training you need to implement all of the steps in our legacy gift cultivation system. We use webinars, group training sessions, and one-on-one consulting to transfer our knowledge and experience to your organization's staff and volunteer leaders. We will continue to add options and topics to address the issues that matter most to you. Become a subscriber to stay informed about upcoming webinars and other new training and product offerings.


In addition to our training services, PhilanthroPlan also offers one-to-one and group coaching. During these coaching sessions – which can be conducted in person, by telephone, or over the web – we answer questions that may be of concern to your organization and offer specific strategies designed to help you move your gift planning program activities forward. Coaching options are customized to meet the very individual needs and challenges of each organization. We are happy to review options with you as needs arise.


Webinar on keyboardPhilanthroPlan will soon be developing a series of informative webinars that will help you to use the our system and tools. 

Stay tuned for more information on upcoming offerings.