Tracks

  • The Language of Gift Planning

Learn how to talk with, engage and motivate your donors to give. Get your donors excited about big gifts with Dana Holt. Learn how to identify prospect cues and clues from Pamela Davidson. Learn what donors really hear and the language to use when talking to them from Wayne Olson. Let Dan Shephard coach you for successful donor conversations.

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  • The Art of Major Gifts

Learning how to do major gifts successfully is an art. Discover how to form major gifts and planned gifts partnerships from Brooke Eades. Robert Wahlers will teach you the essential steps for raising major gifts dollars. Learn from a panel of expert fundraisers how to motivate your cash gift donors. Let Barbara Maduell help you prepare for an endowment campaign with major and planned gifts.

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  • Bequest Best Practices

Discover best practices for charitable bequests from Princeton's Rochelle Makela-Goodwin. Learn how to secure documented and blended estate gifts from Dave Smith. Hoag Hospital's Julie Heggeness will teach you how to motivate bequest donors. Master the seven stages to optimal estate gifts with Marc Littlecott.

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  • All Star Fundraising

Our team of all-star fundraisers will take your program to the next level. Learn from Cathy Sheffield about how to advocate for your planned giving program by leveraging your resources. Our panel of IRA rollover gifts experts will help you market and accept more of these cash gifts. Learn from Glenn Pittsford how to maximize planned gifts in an organization that favors current gifts. Hear Kimberly Jetton's intriguing case studies from Beverly Hills donors.

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  • Fundraising Management

Manage your giving programs better and watch them grow. Cindy Atmar will teach you the donor cycle from a management perspective. Learn how to build exceptional fundraising teams from Steven Testa and James Digan. Let Eddie Thompson show you how to keep your top fundraising talent. Erik Daubert and Lori Hunter Overmyer will teach you donor retention strategies that work.

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  • New Horizons

Explore the latest fundraising ideas to enlighten and energize your team. Learn from Adam Martel about the impact of artificial intelligence on major gifts. Discover how to use donor surveys to turbocharge your fundraising. Learn from Kristen Schultz Jaarda how to use data to identify and reach new planned giving donors. Let Crescendo's experts teach you how to better engage your donors for major and planned gifts with digital media.

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