Building Toward the Future

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A New Day for Gift Planning

Tracks

  • The Language of Gift Planning

Learn how to talk with, engage and motivate your donors to give. Judith Smith will teach you how to build a planned giving program in 72 hours. Navigate planned giving donor conversations with Jason James Shuba. Learn planned giving lessons from popular Broadway musicals with Joe Thiegs. Achieve gift planning success using the new CGP standards with experts Bruce Bigelow, Carol Kolmerton and a panel of successful fundraisers.

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  • Major and Blended Gifts

Motivate your donors to make major gifts, planned gifts and a variety of gift blends. Unleash your hidden talents for major gifts fundraising with our panel of experts. Learn what successful Netflix shows and Major Gifts have in common from Colleen Dealy and Mitch Linker. Learn how to use surveys to engage donors through and beyond COVID. Discover the perfect gift blends from Salvation Army fundraisers Gail Orser and Hope Hnat.

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  • Donor Cultivation

Explore strategies to help you build better donor relationships that lead to major and planned gifts. Keynote speaker Marcy Heim will help you achieve donor cultivation success. Learn how to optimize diversity and inclusion for planned gifts with Lori Kranczer. Keynote speaker Monica Mattioli will focus on building mutually beneficial donor relationships. Cultivate giving through generations with insights from Laura Linder.

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  • Tools of the Trade

Learn the tools of the planned giving trade from seasoned practitioners. Let Jon Rich and Charles Schultz show you how to motivate donors to make planned gifts. Emily Sulzle and Sandra Henningsen will share gift strategies for community foundation planned gifts marketing. Learn how to maximize real estate gifts with tips from Michael Wynn and Jamie Holzer White. Discover the keys to creating and marketing effective donor stories with Kyle Daniels.

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  • Top Marketing Tips

Learn the best strategies for reaching planned giving donors for all types of charitable organizations. UNC Chapel Hill's Elizabeth Ayers and Bree Daniel will take you through the best marketing strategies for colleges and universities. Hear the top marketing tips for hospitals and medical center foundations from Nicola Lawrence and Andy Ragone. Discover strategies that work well for marketing gifts to social service organizations from Matt O'Neill and David Disend. Jenny Nohelty and Steven Walker will take you through top marketing tips for faith-based organizations.

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  • From the Trenches

Discover new ways to market and close gifts from fundraisers in the trenches. Let Jill McIlroy and Nate Looney take you through their journey to a healthy tomorrow. Phil Purcell will give you the keys to closing irrevocable gifts. Hear from Livia Souz and Laura Padron how Florida International University is redefining planned giving. Learn to differentiate philanthropic from estate giving from Marc Littlecott.

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