Transformational Gifts

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

Speaker: Russell James

My presentations focus on the latest research and the newest findings. So, what's the answer? What really works in BIG fundraising? The latest, greatest answer is ... about 2000 years old. In 1 Timothy 6:17-19, Paul instructs Timothy on the ministry of major gifts fundraising. A deep-dive word study shows how his approaches match the latest experimental research and real-world best practices. Want to be a more effective, more confident, and more inspired major gifts fundraiser for your ministry? Come to this presentation and learn the practical, step-by-step process for real-world success taken straight from scripture!

  • The Short Path From Bequest Intention to Major Gift

Speaker: Hal Abrams

Hal will discuss ideas and approaches to help fundraisers learn of charitable estate intentions. Hal will then share practical approaches to show donors how to leverage one's estate intentions into tax savings and income while simultaneously allowing fundraisers to further qualify, cultivate and solicit major gifts. Hal will use interactive case studies and lead an open discussion to help each participant become comfortable to enhance their approaches to in person discussions and marketing.

  • Bowtie Optional: The New Era of Planned Giving—DAFs, QCDs, and Beyond

Speaker: Tim Logan

Planned Giving isn't just for estate gifts anymore. With record-breaking dollars flowing through Donor Advised Funds (DAFs) and an aging donor base using Qualified Charitable Distributions (QCDs), these gifts are reshaping philanthropy across all areas of fundraising. If your development strategy doesn't include a proactive approach to DAFs and QCDs, you're missing key opportunities to engage donors at every level—from annual giving to major gifts and capital campaigns.

Join us to explore:

  • How to confidently ask donors for DAF and QCD gifts
  • Best practices for crediting, reporting, and working with Development Operations
  • Seamless ways to integrate DAF payment options into your website
  • Data-driven strategies to identify, recognize, and steward DAF donors

Whether you're a Planned Giving expert or new to these giving vehicles, this session will equip you with actionable strategies to integrate Planned Giving into every phase of your fundraising efforts.

  • The Top Three Things I learned from 4,000 Major Gift Solicitations

Speaker: Greg Jeffrey

In this session, Mr. Jeffrey shares the top three characteristics / concerns he believes all philanthropists have in common. Understanding these principles will change the way you approach those who have the ability to make a game changing gift to your organization.

scriptsknown