Building Toward the Future


A New Day for Gift Planning

Tools of the Trade

  • Getting on Solid Ground with Gifts of Real Estate

Speaker: Michael Wynn

December 8, 2021 @ 9:00 AM PDT

Is your organization falling short of its potential for acceptance of real estate gifts? Are unfamiliarity with the process and types of real estate and gifts holding you back? This session will encourage you and your organization to get involved by learning some of the basic principles associated with gifts of real estate. We will address tax and legal guidelines, gift acceptance policies, types of real estate gifts, and some pitfalls and benefits of real estate gifts. The goal of the session is to instill in each attendee the confidence needed to engage donors in conversations about making significant planned gifts with real estate.

  • Motivating Donors

Speaker: Jon Rich, Charles Schultz

January 26, 2022 @ 11:00 AM PDT

The late and great Jerry Panas said your goal is to help a donor make the largest gift with the greatest joy. You motivate donors through a winsome presentation and a persuasive proposal. Jon will share his vast experience on presentations to donors — methods that consistently lead to success. Charles will explain how to craft a proposal to connect at an emotional level. With a motivating presentation and proposal, you will close big gifts.

  • There's More to the Story: Create and Market Donor Stories More Effectively

Speaker: Kyle Daniels

April 5, 2022 @ 9:00 AM PDT

It's no secret that donor stories are pivotal in sharing your organization's mission, but are you maximizing your outreach and resources? If you think that writing about a donor is the only draw, I can assure you — there's more to the story! This presentation will cover the following topics:

  • Finding the right donor and theme for your story
  • How to structure and time a story around a campaign
  • Reviewing analytics to understand your audience
  • Ways to extend engagement through social media (Facebook & LinkedIn) for potential prospects