Breakthrough Marketing

  • Digital, Online & Social Media for Fundraising Success

Speaker: Ken Miller

Join Ken Miller, CFRE, for an engaging and comprehensive workshop designed to elevate your fundraising strategies through digital and social media. Explore best practices for websites, email campaigns, SEO, and social platforms like Google, Facebook, and YouTube. Learn to craft compelling donor-centric messages, optimize online tools, and track performance to maximize impact. With actionable insights and advanced techniques, including artificial intelligence integration, this session empowers nonprofits to thrive in the digital landscape. Perfect for fundraising professionals seeking innovative approaches to boost engagement and results. Don't miss this opportunity to transform your online presence!

  • Identifying Donor Personas to Simplify Messaging and Communication

Speaker: Elyse Kauffman

Are you overwhelmed by your donor list when it comes to assessing major gift and planned giving prospects and communication? Would you appreciate a simple tool to help organize communication methods regarding gift opportunities that both your internal colleagues and board members would benefit from using as well? Prepare to be energized at this session by the ways planned giving personas can transform your organization's financial trajectory and meet your donor's desire for meaning and purpose. You'll learn easy steps to launch or deepen giving strategies. You'll also gain understanding and comfort with identifying your donor's passions and discuss giving tools that meet donors' needs and advance your mission. This session will cover best practices for major and planned giving used by industry leaders to increase both revenue and donor engagement. This session is clear and simple enough for early-career gift planners, but robust enough that even seasoned nonprofit gift planners, leaders, and development professionals will learn something new. Participants will leave the session prepared to immediately engage with donors about major and planned giving options and a tool that can be replicated for immediate use at their organization.

  • Warming Up the Cold Call: Tips & Tricks for Deeper Conversations

Speaker: Kelsey Picken

Cold calls can be intimidating, and asking about someone's estate plans can make it even more so. However, picking up the phone with good preparation tools and pre-defined goals can lead to a rewarding exchange and more meaningful outcomes. This session will walk through the ideal words, phrases, and questions to use when talking about planned giving, as well as facing conversations around legacy in culturally competent ways. Attendees will leave with a step-by-step script, helpful tips and tricks, and a newfound confidence to inspire story-sharing and mission-centric connections to move prospects towards becoming a legacy donor.

  • Leveraging Meta's Audience Targeting to Reach Planned Giving Prospects

Speaker: Chris Anthony

Social media marketing is an increasingly important part of the planned giving marketing landscape. Paid social media ads on platforms like Meta are often overlooked in favor of organic posts, but learning to harness the power of paid media can help boost your planned giving marketing efforts and generate new prospects. Through its many audience targeting options, Meta has a myriad of ways to target potential prospects - from broad to narrowly tailored. In this session, the presenter will share useful audience targeting advice for planned giving professionals. He will also detail how Auburn University has successfully leveraged Meta's custom audiences feature to target known prospects with Facebook and Instagram ads, providing an effective touchpoint in the university's larger planned giving marketing campaign.

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