Building Toward the Future


A New Day for Gift Planning

Donor Cultivation

  • Creating a Joyful Giver

Speaker: Marcy Heim

January 11, 2022 @ 9:00 AM PDT

It's always your choice - just "close the deal" or create life-long (and beyond) partnerships that honor your givers with the best experience they've ever had. Always remember this: Donors give through your organization to fulfill their own aspirations. How do you artfully connect with them to uncover what is most meaningful for them?

  • Combining Talents and Dispelling Myths: Joining Planned Giving and Major Gifts is Easier Than You Think

Speaker: Lori Kranczer

March 10, 2022 @ 11:00 AM PDT

Legacy giving, or planned giving, has long been thought of a complex area of development, thereby halting people from building programs and speaking with donors. The fallacy that a professional need a degree in law or finance to raise funds for their nonprofit through these gift options stunts the growth of organizations. What are the main factors holding nonprofits back, and what are the tools and resources they need to move forward? To answer those questions, Lori Kranczer, Founder and CEO of Everyday Planned Giving, LLC will share her insights and results from surveying thousands of nonprofit professionals in her closed group Legacy Giving Made Simple.

You will learn:

  • The top reasons nonprofit professionals do not feel comfortable approaching legacy giving
  • Which resources nonprofit professionals said they need to be successful in legacy giving
  • Mindset challenges development professionals need to overcome
  • Specific tools to implement immediately to fast track professionals' legacy giving results
  • Then, Now and Some Things Never Change

Speaker: Monica Mattioli

March 23, 2022 @ 11:00 AM PDT

Monica Mattioli will focus on building mutually beneficial donor relationships that are personalized, mutually engaging, and enduring. In a world of data and metrics, it is important to remember that we must communicate our organization's goals and vision to human hearts and minds. Reaching back to basics we'll focus on making those heart-strings connections through a sincere, high touch, donor-centered approach.

  • Generations of Giving - From Teen Philanthropy to Legacy Society

Speaker: Laura Linder

April 20, 2022 @ 11:00 AM PDT

Explore ways to enhance your planned giving program by engaging philanthropists across the generations. During this interactive and engaging session, you'll learn about proven ways to engage teens in active philanthropy through individual giving and group grant making, providing an open door to engage their parents and grandparents in discussions about legacy gifts. We'll share proven strategies for having meaningful conversations with your most senior donors about their values and their philanthropy, resulting in increased legacy gifts.