Workshop Session VII (Click for Session Descriptions)

PLANNED GIVING IN TODAY’S DONOR LANDSCAPE

Planned giving is no longer just about bequests at the end of life. Today’s donors are more financially sophisticated, values-driven, and likely to use tools such as donor-advised funds, appreciated assets, non-cash assets, and blended gifts to align philanthropy with life planning.

This session explores how fundraisers can modernize their planned giving approach to meet donors where they are by integrating DAFs, major gifts, non-cash assets, and legacy planning into a cohesive, donor-centered strategy that reflects today’s economic realities.

Participants will leave with practical frameworks, messaging strategies, and actionable next steps they can apply immediately.

FOSTERING RESILIENCE IN TIMES OF CHANGE

In a world of non-stop change and many unknowns, how do we foster resilience in ourselves and in our teams? This lively and interactive session will look at the practical information that we can glean from the research and will include a self-assessment that may be useful to both you and your team. Participants will gain insight into their strengths and also for areas for growth. The facilitators will provide specific and easily implemented recommendations for enhancing your own resilience and the resilience of those around you.

CUT THROUGH THE NOISE: A SCIENTIST’S GUIDE TO WHAT ACTUALLY WORKS

Fundraisers today face an overwhelming volume of conflicting advice from donor communication, generational giving, digital platforms, and more. This often leads to analysis paralysis, defaulting to familiar strategies, or cycling through tactics without clear evidence they’re working. This workshop introduces a practical, research-grounded framework that helps development professionals evaluate recommendations and test assumptions before committing significant time and resources. Attendees will leave with a method for getting real answers, not just more opinions.

Sheela Mahajan
Founder
Nonprofit Science Institute

BUILDING AUTHENTIC RELATIONSHIPS WITH GRANTMAKERS

This workshop provides practical, step-by-step guidance for building effective, authentic relationships with foundation and corporate grantmakers in today’s constrained and competitive funding environment. Participants will learn how to find the right contact for their grant, initiate outreach that gets responses, and structure conversations that advance trust without overselling. The session will break down real-world tactics for introduction, follow-up, documentation, and stewardship—what to say, when to say it, and when to stop talking. With real-world insight from a Senior Program Officer who has given millions of dollars in grants, this workshop will balance strategy with reality and demystify funder engagement…all while acknowledging that even seasoned fundraisers get intimidated by the people who make decisions about grants (and yes, that’s normal).

SHUFFLING YOUR DONOR ENGAGEMENT STRATEGY FOR NONPROFIT SUCCESS

Join DonorPerfect experts to shuffle your engagement strategy and ace your retention activities in one cohesive approach. Using the Donor Engagement Models, you will learn how to create meaningful connections with each supporter, no matter their giving capacity! From this unique session, you’ll take away research-driven steps and real-life examples to secure lasting relationships.