• Motivating Your Donors

Learn how to motivate your donors to give by getting to the heart of the matter with Jon Rich. Discover how to have fear-free donor conversations. Let Donna Bandelloni show you how to personalize your philanthropy to foster legacy giving. Matt Connell will teach you how to match your ask to the right motivation.

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  • Mastering the Fundamentals

Master the fundamentals of planned gifts. Learn how to start and grow a successful gift annuity program. Discover the basics of bequests, endowment gifts and donor advised funds. Find new ways to secure your QCDs without delay from expert Johni Hays. Hear a panel of fundraisers talk about the lessons they have learned from planned giving masters.

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  • Marketing Strategy

Hear about cutting edge marketing strategies for major and planned gifts based on research from Dr. Russell James and Dr. Jennifer Lehman. Discover the best ways to market asset gifts. Learn new strategies for marketing to the various philanthropic sectors.

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  • Successful Programs

Find out how to capture 7-figure planned gifts with Arzie Stephens and raise more from asset gifts from Jackie Franey. Hear successful brand messaging strategies for colleges and universities. Discover new ways to rethink your planned gifts program for greater results.

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  • Major Gifts

Learn how to add $1 Million to your major gift in five steps. Let Eddie Thompson guide you on how to reach high propensity donors for major gifts. Hear about using the CORE process for closing major gifts from Robert Wahlers. Discover five steps to create more successful major gifts donor meetings.

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  • Technical Track

Discover the alphabet of planned gifts and how to discern donor motivations in presenting the right planned gift. Learn the ins and outs of CRTs with Phil Buchanan and Paul Caspersen. Secure gifts from family trusts with the expertise of Kirk Hoopingarner.

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