Tracks


  • Plan Your Campaign

Does your current or future campaign include a strategy for securing major and planned gifts? Learn from Michael Stein the fundamentals to campaign readiness, assessment, preparation and legacy planned gifts. Oregon Health and Science University's Pete Sommerfeld will get you fired up to raise planned and deferred gifts in your campaign. Hear from Elizabeth Ayers on how to make blended gifts into the perfect campaign cocktail. John Donovan will help make your campaign a success with proven strategies for organizations of every size.

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  • Empower Your Donors

Cathy Sheffield will share how to help your donors accomplish their strategic philanthropic goals with blended gifts. Chris Kasavich and Michael Delzotti will help you turn donor objections into opportunities. Learn the top 10 Legacy Fundraising Strategies from preeminent researcher and Texas Tech Professor Dr. Russell James III. Discover how to communicate that your organization is "worthy" for your donors to give to using effective relationship-building strategies and proper gift administration with Bryan Taylor.

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  • Engage Your Best Prospects

Learn the top strategies to engage your best prospects (using your time and theirs more effectively) from Wayne Olson. Discover how to pair planned gifts with prospect development including approaches for shopes of all sizes from Mark Egge. Let Robert Wahlers help you with "Plannual Giving" and transition your annual gift donors to planned gifts. Cleveland Museum of Art's Diane Strachan will help you engage your board, CEO and executive team in major and planned gifts.

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  • Inspire Big Gifts

Build a High Revenue Major Gifts Program with fundraising expert Gail Perry's help. Learn how to identify promising major gift donors with analytics guru Joshua Birkholz. You may know how to do a planned giving proposal, but what about major gifts? Learn how to create effective major gift donor proposals with Charles Schultz, David Moore and Tammy Wernke. Karla Aho and Brooke Eades will teach you how to replace annual fund dollars with IRA charitable rollover gifts.

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  • Energize Your Program

Establish, grow or reignite your program with 10 simple ideas for an all star planned giving program from Kathryn Miree. Discover how to do planned gifts well even with limited staff and budget constraints from our panel of fundraising experts. Hear lessons learned from a 33 year career in gift planning from Kirby Hughes Gould. Marc Littlecott will teach you new strategies to generate new gifts from old donor leads.

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  • Build Your Knowledge

Expand your knowledge with our technical track including an opening session from fundraising expert Jonathan Gudema on lead trusts. With more donors wanting to place limitations on their giving, you won't want to miss Barbara Rhomberg's session on the ins and outs of accepting restricted gifts. With the growth of donor advised funds, your organization needs to hear from Clinton Travis on how to handle DAFs from initial gifts to documentation. Discover how to structure deferred gift annuities as a retirement supplement for your donors with Jamie Holzer.

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