• Proven Words That Work - Close More IRA, DAF and Planned Gifts by Knowing What to Say

Speaker: Wayne Olson

You have the tools. You have the material. You have the mission. But how do you communicate them to motivate donors to give? In this session we will explore practical, real-life ways to word our marketing, emails and in-person conversations to engage and inspire donors. We will focus on IRA and DAF gifts, but we will also review language (and themes) that will help you generate more planned gifts of every kind. We also consider words to never use when communicating with donors. Everyone will leave with practical tips to use right away and every day.

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

Speaker: Daniel Wiseman

We will review and discuss 5 different gift planning options which will open the door for a meaningful and strategic conversation with your donors. These conversations will offer timely and tax-savvy approaches to inform and inspire donors to increase investments in your charitable entity, potentially provide charitable solutions to tax liabilities, and further align donors' values to the mission of their favorite charity. Let's travel America and see what is out there with charitable gift and estate planning!

• Leading with Legacy: Bridging Today's Giving with Tomorrow's Impact

Speakers: Marcy Heim and Niki Chopra Richardson

Join Major Giving Coach Marcy Heim and Niki Chopra Richardson, MBA, CFRE, as they guide you in crafting donor journeys that blend immediate funding with long-term legacy giving. Learn to inspire gifts beyond cash using Crescendo marketing, strategic mindset shifts, vibrant giving options and Marcy's three-sentence ask formula. Create relationship action plans that engage staff and donors in a shared vision, and master conversations that drive transformational, sustainable giving - including your first seven-figure gifts.

• Fundraising Playbook: Winning the Planned Giving Long Game with Strategy, Vision and Impact

Speakers: Jill Rode and Andy Ragone

Fundraising, especially when implementing complex and deferred giving solutions, is like football - look at the whole field, get your donors moving, make the right plays, and keep the momentum going! To be successful on the fundraising field requires an orchestration of play calling and superior execution as a team. This session is about the orchestration needed to succeed.