Building Toward the Future


A New Day for Gift Planning

Top Marketing Tips

  • A Closer Look at Marketing Strategies for Colleges & Universities

Speaker: Elizabeth Ayers, Bree Daniel

As a fundraiser, you wear many hats, and you perform a multitude of daily tasks to keep your organization running as smoothly as possible. Like many others in your same boat, the one task that often falls by the wayside, however, is marketing. More than ever before, reaching the right audience with the right message is key to engaging with your donors in a stewardship-minded way. Join Elizabeth Ayers, Executive Director of Gift Planning for University of North Carolina at Chapel Hill and Bree Daniel from Crescendo for a conversation about the decade-long transformation of UNC Chapel Hill's gift planning program and explore key marketing tips, examples and insights you will not want to miss!

  • Top Marketing Tips (Medical Center Edition)

Speaker: Nicola Lawrence, Andy Ragone

When it comes to raising larger gifts from asset wealth, marketing plays an important role. Together, with inspirational donor visits, marketing must be a priority for planned giving fundraisers. While viewed as important, many fundraisers struggle in the area of marketing best practices. Join us to discover what Nicola Lawrence at the Children's Medical Center Foundation has learned and how she is furthering her own planned giving program along.

  • Rebuilding: Insights on Rekindling Your Planned Giving Program

Speaker: David Disend, Matt O'Neill

Have you been tasked with starting or restarting your organization's planned giving initiative? Planned giving programs can often times be forgotten about and left to wither on the vine, and at some point it becomes clear that planned giving is an essential part of your overall fundraising goals. Join David Disend, senior director of development for and Matt O'Neill from Crescendo for a conversation about jump-starting your planned giving program as we cover what to expect, some do's and dont's, things that have worked and haven't, as well as other valuable and unexpected insights!

  • How Foundational Legacy Planning Can Transform Faith-Based Organizations

Speaker: Jenny Nohelty, Steven Walker

In the planned giving world, numbers and tax savings are impressive... but almost never inspire major gifts by themselves. Jenny Nohelty and Steven Walker will share "success stories" of faith-centered organizations who've dramatically increased long-term giving and organizational sustainability by incorporating faith, family and charity into your legacy planning. They'll share practical ideas for capturing donor stories, helping donors think in a multi-generational way, and inspiring financial conversations with faith-based intentions.