This session focuses on key pillars of success and an analysis of them in fundraising situations.

After a review of various types of gifts, this presentation explores several gift scenarios.

It will be the largest transfer of wealth in human history. Of that massive amount, 7 percent is expected to be given to charitable organizations, but it won’t be a wave that washes onto all our shores. It will seek out select coves and inlets. Jim Langley will share what the coves and inlets will be and how organizations can better position themselves for this once-in-a-lifetime opportunity in the years ahead.

Elevating Stewardship to An Institutional Ethic: We won’t be able to slow, much less reverse escalating donor attrition rates by further tasking our stewardship officers. We can no longer afford to think of stewardship as just a function in the advancement office. It must be an organization-wide commitment. Jim Langley will explain how we can elevate stewardship to an institutional ethic and why we do so as soon as possible.

Harnessing Data and Human Connection to Find Your Next Big Donor
Discover how to identify, engage, and secure major/planned gift donors using a strategic blend of data-driven insights and relationship-based fundraising. This session will explore wealth screening tools, donor segmentation techniques, and key indicators that go beyond giving history, including relational networks and hidden wealth. Attendees will also gain a deeper understanding of donor affinity and capacity, with insights into philanthropic motivations and engagement strategies. By integrating these elements, participants will leave equipped with actionable strategies to enhance their major/planned gift fundraising efforts and cultivate lasting donor relationships.

Objectives
• Consider options for your Board to develop a clear vision for the use of future planned gifts
• Learn the benefits of having a planned giving case that has vision and is donor-focused
• Understand the elements of a donor-focused case to secure a planned gift
• Learn the behavioral and value characteristics of a planned giving prospect

It’s a growing trend to include planned giving in capital or comprehensive campaigns. The planned giving portion of a campaign may be 10-30% of the goal. By being intentional about integrating planned giving into a campaign from the beginning, there will be many more opportunities to promote and solicit planned gifts. This presentation will cover some of the key issues of integrating planned gifts into a campaign, as well as prospect strategies and how to position planned gifts for success.

Charitable remainder trusts come is multiple varieties: CRATs, CRUTs, NI-CRUTs, NIM-CRUTs, and Flip-CRUTs. They can be used as part of a donor’s lifetime income enhancement strategy (such as with the sale of a highly appreciated asset) or as the testamentary recipient of a donor’s retirement plan (to replicate the “stretch-out” that was taken away from nearly everyone by the SECURE Act). This presentation will cover the mechanics of each kind of CRT and how CRTs can be used during life and at death to benefit children and charity (and not Congress).

Harnessing Data and Human Connection to Find Your Next Big Donor
Discover how to identify, engage, and secure major/planned gift donors using a strategic blend of data-driven insights and relationship-based fundraising. This session will explore wealth screening tools, donor segmentation techniques, and key indicators that go beyond giving history, including relational networks and hidden wealth. Attendees will also gain a deeper understanding of donor affinity and capacity, with insights into philanthropic motivations and engagement strategies. By integrating these elements, participants will leave equipped with actionable strategies to enhance their major/planned gift fundraising efforts and cultivate lasting donor relationships.

This workshop will focus on addressing the dialectical tension in today’s fundraising environment where there are two competing forces:
1. Donors to human service agencies are supporting the new administration and its intended policies which will likely result in cuts in safety net services including Medicare, Medicaid, and other entitlements such as SNAP (food stamps) and refugee services.
2. social service agencies, who are trying to fulfill their missions to provide a safety net of services for vulnerable populations, will likely be impacted by these funding cuts, and will have to navigate new sources of funding, likely from the same individuals who supported the new administration.

It’s a growing trend to include planned giving in capital or comprehensive campaigns. The planned giving portion of a campaign may be 10-30% of the goal. By being intentional about integrating planned giving into a campaign from the beginning, there will be many more opportunities to promote and solicit planned gifts. This presentation will cover some of the key issues of integrating planned gifts into a campaign, as well as prospect strategies and how to position planned gifts for success.