Inspire Big Gifts


  • Discussing Planned Gifts with Donors: A Conversation Guide

Speaker: Gail Perry

How do you have effective and meaningful conversations about gift planning with your prospects and donors? Veteran fundraiser Gail Perry will show you how to open the door for face-to-face donor conversations that really do yield results. You just need some simple strategies and conversation starters and you will be raising planned gifts in no time.

Gail will share a Conversation Guide that your donors will enjoy, because it's all about them — while at the same time, leading to a robust discussion about bequests and legacies.

You'll discover:

  • How to advance your relationship with your donors toward discussing their estate plans.
  • How any size shop can be successful in planned giving.
  • What every fundraiser really needs to know to be successful today — and what you don't need to know.

  • How To Identify Promising Major Gift Donors

Speaker: Joshua Birkholz

Pipeline management might be the single most valuable investment you can make to build high dollar philanthropy. From sourcing new donors most likely to become future major donors to predictive analytics, and from wealth screening to high-touch prospect research, prospect development is transforming how we raise money. In this exciting session, Joshua Birkholz, author of Fundraising Analytics, will provide multiple ways you might identify promising major gift donors for your organization. Expect to hear about prospect research, predictive science, social media, and other dynamic means of feeding your pipeline of prospects.


  • Effective Major Gift Proposals

Speaker: Charles Schultz, David Moore and Tammy Wernke

Learn how to increase major gifts to your nonprofit with an effective major gift donor proposal, called a Gift Case. Charles Schultz, David Moore of Chapman University and Tammy Wernke of the University of Cincinnati will show how you can motivate major donors with a four-page color Gift Case. David's Gift Case highlights student success stories and encourages donors to fund scholarships. Tammy will show how a Gift Case can lead donors to build endowment through major and planned gifts.


  • Replacing Annual Fund Dollars with Rollover Gifts

Speaker: Karla Aho and Brooke Eades

This session will explain how and why the IRA Charitable Rollover is the perfect solution to increase annual fund dollars. Learn from firsthand experience how to market and close rollover gifts and how this type of gift has actually increased annual fund results at a time when some organizations are seeing a decline in annual fund gifts. By the end of this session, you will see how you too can increase your annual fundraising results and create a "New Annual Fund" with IRA Rollover Gifts.