Inspire your donors to think BIG ▸︎

The Power of Blended Gifts

Seminars

We encourage you to attend one of our popular post-conference seminars. Our seminars will give you additional knowledge to reach donors, discuss the best gift options to achieve your goals and help your organization close more gifts.

  • BoomerTrillion Seminar

Wednesday, Sept. 27, 2017 - 8:30 a.m. - 3:30 p.m.

The Boomer generation will own and transfer most of the $88 trillion in U.S. household net worth. Over $1 trillion is potentially available for nonprofits that offer blended gifts and bequest campaigns. Multichannel marketing is the best way to optimize your marketing and close more gifts. This seminar will help you develop a dynamic multichannel marketing strategy to share in the boomer wealth transfer.

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  • Blended Gifts Seminar

Wednesday, Sept. 27, 2017 - 8:30 a.m. - 3:00 p.m.

This seminar is intended to equip you to offer the most common blended gift strategies to your donors. Learn hands-on how to create persuasive proposals for 12 gift combinations along with personalized marketing materials. Walk away with the knowledge you need to get started offering and closing blended gifts in or outside of your next fundraising campaign.

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  • Advanced Seminar

Wednesday, Sept. 27 - Thursday, Sept. 28, 2017 - 8:30 a.m. - 5:00 p.m.

This seminar is designed for those ready to take the next step in planned giving education. Learn about creative gift planning strategies including discussion of education and retirement unitrusts, lead trusts, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement and more.

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