• Breakthrough Marketing

Digital, Online & Social Media for Fundraising Success with Ken Miller

Identifying Donor Personas to Simplify Messaging and Communication with Elyse Kauffman

Warming Up the Cold Call: Tips & Tricks for Deeper Conversations with Kelsey Picken

Leveraging Meta's Audience Targeting to Reach Planned Giving Prospects with Chris Anthony

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• Donor Connections

It's All About the Relationship - The Importance of the First Visit with Gail Orser

Where Will You Go? ... or Five Tax Smart Gifts for Your Donors in 2025 with Daniel Wiseman

Leading with Legacy: Bridging Today's Giving with Tomorrow's Impact with Marcy Heim and Niki Chopra Richardson

Fundraising Playbook: Winning the Planned Giving Long Game with Strategy, Vision and Impact with Jill Rode and Andy Ragone

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• Giving Essentials

Everything You Ever Wanted to Know About Building a Strong Planned Giving Program (In 75 Minutes or Less) with Byron Rupp

From Zero to Planned Giving in 18 Months with Sarah Swanson

Empowering Gift Officers to Amplify Impact: Strategic Partnerships that Elevate Gift Conversations with Jessica Hermann-Wilmarth & Jennifer Yelovina

Building a Planned Giving Program Within a Small to Mid-Sized Nonprofit with Jay Duggan

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• Smart Planning

The Perfect Match: How QCDs Empower Mid-Level Donors to Give More with Scott Harkey

Mid-Level Donor Today; Legacy Donor Tomorrow with Judi Smith

Leveraging DAFs for Planned Giving Success with Lisa Barr

Unlocking Generosity: Real Life Case Studies of Complex Deferred Gifts with Wayne Lynch & Kathy Saigeon

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• Leveraging

W.I.S.E. Giving: Uncovering Your Donor's Why, How, and How Much with Chris Gabriel

Maximizing Major and Planned Gifts: Building Transformational Donor Relationships Across Giving Channels with Kristin Perks Champa & Michelle Janssen

Creating Pipeline Reports: A Tale of Two Tallies with Rebecca Rothey

CRTs are Much More than a Tax Strategy, They May be the Most Inexpensive and Useful Tool in an Estate Plan with Jennifer Nohelty

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• AI Forward

How Nonprofits can Save Time & Get Creative with AI-Driven Content with Julia Campbell

AI Creative Writer with Charles Schultz & Gabriel Trieger

Ethical and Effective Use of Artificial Intelligence in Charitable Giving with Sarah Pinto

AI in Use: Building Your Own Optimized Digital Pathway for Donations with Russ Shumaker & Elaine Yamasaki

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