Building Toward the Future


A New Day for Gift Planning


We encourage you to attend one of our popular post-conference seminars. Our seminars will give you additional knowledge to reach donors, discuss the best gift options to achieve your goals and help your organization close more gifts.

  • Integrated Marketing Seminar

Wednesday, September 15, 2021 - 8:30 a.m. to 3:00 p.m.

What types of messages resonate with donors? What keywords and phrases prompt donors to act? The Integrated Marketing Seminar will provide insights into positive marketing messages and share successful examples of messaging that works. You will walk away with practical ideas for web, email, print and social media marketing to help you engage your donors and close more gifts.

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  • Major & Blended Gifts Seminar

Wednesday, September 15, 2021 - 8:30 a.m. to 3:30 p.m.

Your donors have more reason than ever to make major, blended and planned gifts. The Major & Blended Gifts Seminar will provide the tools to conduct successful donor visits and create custom donor proposals like those used by charities engaged in billion dollar campaigns — at a fraction of the time and cost. Learn how to approach donors for major gifts, illustrate the benefits of blended and planned gifts and produce motivating and effective presentations to close these gifts.

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  • Advanced Seminar

Wednesday, September 15 and Thursday, September 16, 2021 - 8:30 a.m. to 5:00 p.m.

The Advanced Seminar equips you to close major and planned gifts. It will give you insights into the kinds of gifts that will be attractive to donors. Discover the most effective gift concepts for your major donors including basic and advanced charitable remainder trusts, gifts from IRAs and qualified retirement plans and charitable lead trusts.

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