Tracks

  • Get Better Results

Learn how to get better results for major and planned gifts with proven strategies. Begin implementing metrics to measure your program's success with Amy Eisenstein. Discover how planned gifts analytics can help you identify your top donor prospects from Charles Schultz and Alex Oftelie. Make the most of your donor surveys with advice from expert Rachel Clemens. Explore the benefits of data-driven fundraising with Arizona State University's Brian Nielson.

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  • Master Donor Conversations

Discover how to start and master your donor conversations with St. Jude's Jon Rich. Learn how to reach younger donors or "budding philanthropists" with pledge gifts from legal expert Rebecca Dupras. Master donor visits with advice from consultant Lani Starkey. Phil Purcell will help you overcome the top ten donor objections to giving.

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  • Explore New Frontiers

Explore philanthropy's newest trends and ideas to bring your fundraising program to the next level. Keep up with the changing demographics and giving models with advice from BNY Mellon's Crystal Thompkins and Avery Fontaine. Learn the success secrets of expert fundraisers Karla Aho, Pam Paterson and Tammy Wernke. Discover how to multiply your influence and productivity without expanding your staff with Pete Sommerfeld. Start implementing proven models of personalized philanthropy with Steven Meyers.

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  • Keep Your Best Donors

Keeping your best donors is essential to your fundraising success. Explore how building meaningful donor recognition programs can set you up for short-term and long-term success with Wayne Olson. Learn the key to donor retention, a strategy that works for organizations of any size from Steven Shattuck. Discover how to strengthen and transform your legacy society from Boston University's Glenn Vivian and Sharon Wheeler. Use social media to expand your reach and increase donor responses with Andy Ragone and Kate Bailey.

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  • Energize Your Program

Energize your program to fuel more major and planned gifts. Learn how to demonstrate the value of planned gifts to your decision makers from Melanie Norton. Discover how metrics can help encourage the growth of your donor pipeline from Roy Grisham. Strategize with Joseph Tumolo, Phillip Zielinski and Occidental's Patrice Cablayan on how to build an effective time efficient marketing plan. Explore the road to a successful gift annuity program with expert fundraiser Ron Brown.

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  • Expand Your Knowledge

Expand your knowledge of planned gifts in our technical track. Master life income gifts, including the types and benefits, with legal expert Jeff Davine. Learn how to ask the right questions when accepting gifts of valuable assets with Texas A&M's Angela Throne. Discover a variety of retirement plan gifts donors can make both during life and after, with Andy Morrison and Kristin Shore. Brush up on your planned giving knowledge with Charles Van Patten's planned giving crash course.

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