• Giving Fundamentals

Building a Planned Giving Program that Lasts with Diane Tuntland

The Gift of Being Known: How Deep Listening Transforms Legacy Conversations with Lorelei Mah

Mastering Planned Gift Conversations in the AI Era with Ann Kolakowski

Charitable Giving Post OBBBA with Matthew Karch

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• Donor Engagement

Deeper Donor Relationships in Planned Giving: From Conversations to Legacy Commitments with Robyn Furness-Fallin and Gary Laermer

Cognitive Impairment in Elderly Donors: Identifying Issues & Applying Best Practices with Tara Adams and Tony Pomonis

Embracing Values-Driven Philanthropy: Strategies for Joyful Giving and Sustainable Community Transformation with Jennifer Oyer

Building Exponential Growth: A Strategic Approach to Legacy Giving with Linda Spuck

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• Marketing Essentials

Optimally Stimulating and Reacting to Planned Giving Opportunities with Marc Littlecott

The Golden Read: Crafting Emails That Senior Citizens Don't Just Open—They Absorb with Lisa Kennedy

Empowering Fundraisers Through a Strategic Gift Planning Partnership with Erin Hughey-Commers and Iris Luck

Leveraging Storytelling and Strategy to Build Your Planned Giving Pipeline with Kam King, Corynn Kilar and Jaclyn Hage

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• Beyond the Basics

Time to Call the Lawyer: Real Cases Where Legal Representation Was Needed (and How They Turned Out) with Aaron Levinson

Before the Business Sale: How Planned Giving Professionals Can Shape the Exit Narrative with Ed Cotney

From No to Know: How to Overcome Donor Objections with Ned Gavlick

The Science of Giving: Behavioral Economics & Psychology for Fundraising with Gabriel Trieger

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• Transformational Gifts

The Science and the Scripture of Effective Major Gifts Fundraising: 2000-year-old Best Practices with Russell James

The Short Path From Bequest Intention to Major Gift with Hal Abrams

Bowtie Optional: The New Era of Planned Giving—DAFs, QCDs, and Beyond with Tim Logan

The Top Three Things I learned from 4,000 Major Gift Solicitations with Greg Jeffrey

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• Forward Thinking

Give Back 5: A Scalable Model for Engaging the Next Generation of Planned Givers with Jessica Martin

Maximum Gifts with Cresi AI eNewsletters with Charles Schultz and Elaine Yamasaki

The 2026 Playbook: Maximizing Donor Charitable Giving Through QCDs and Blended Gifts with Scott Harkey

Sparking Next-Gen Donors Into Action with Julia Patrick

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