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Coaching Packages

Our coaching packages are tailored to you, your school , and your unique needs. Each package will help your school develop a successful planned giving society. 

If your school is just beginning – or considering beginning – this process, we recommend starting with the 2 Hour Virtual Group Coaching Session, or with our book, Catholic School Planned Giving. 

2 Hour Virtual Group Coaching Session

Dr. Tad Dickel will provide an overview of planned giving, societies, and how they can be adapted based on the school’s unique situation. He will help school leaders explore the feasibility of a planned giving society for their school, provide suggestions, and answer questions. This offering is ideal for members of a school board who need assistance getting a planning process started.

4 Hour Virtual Planning Retreat

Dr. Tad Dickel will facilitate a four-hour virtual retreat for your planning team. A one-hour virtual planning meeting is included in advance of the retreat to help create an agenda and gather background information. He will guide you through the process of analyzing existing development efforts and readiness for a planned giving society. 

4 Hour Virtual Planning Retreat PLUS

Dr. Tad Dickel will facilitate a four-hour virtual retreat for your planning team, including everything listed in the 4 Hour Virtual Planning Retreat Package.  You will ALSO receive follow-up notes from the retreat and a draft plan for creating the planned giving society.