• Breakthrough Marketing

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

Identifying Donor Personas to Simplify Messaging and Communication with Elyse Kauffman

How Creative Storytelling can Transform You and Your Fundraising with John Lepp

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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