Conference Tracks

Each breakout session is assigned a track to help registrants decide which sessions are best suited for their goals.

Explore the National Standards for Gift Planning Success (NSGPS) to identify areas of improvement then select sessions that support your goals. 

Track definitions and optional topics are listed below.

Administering Gifts

Manage gifts from commitment to impact through best practices, policies and procedures.

Topics may include:

  • Gift administration (NSGPS 4)
  • Managing donor data (NSGPS 8)
  • Estate administration policies and procedures (NSGPS 4)
  • Post-death estate litigation (NSGPS 4)

Building Capacity

Create an effective fundraising team and donor-centric culture.

Topics may include:

  • Hiring (NSGPS 11) 
  • Diversifying the team (NSGPS 11) 
  • Training (NSGPS 3) 
  • Metrics (NSGPS 6) 
  • Annual/major/planned gift collaboration (NSGPS 3) 
  • Strategic and tactical planning (NSGPS 5)

Discovery

Try something new! The discovery track offers a variety of topics that engage all areas of the gift planning community that may not fall into a pre-ordained conference track.

Topics may include:

  • Sessions are applicable for all career levels.
  • Sessions are applicable for a wide range of gift planning professionals.
  • Exploratory content, programs, research, and ideas impacting the gift planning community.

Diving Deep

Advanced exploration of the technical tools and complex assets you’ll encounter in modern philanthropic planning. These sessions are traditionally targeted towards experienced gift planners. 

Topics may include: 

  • Professional advisor partnerships (NSGPS 11)
  • Planned giving vehicles (NSGPS 13)
  • Noncash gift strategies (NSGPS 13)
  • Unusual/closely held assets (NSGPS 13)
  • Wealth transfer (NSGPS 13)
  • Business interests (NSGPS 13)

Expanding the Pipeline

Build your prospective supporter base and communicate with them more persuasively.

Topics may include:

  • Data management (NSGPS 8)
  • Prospect identification and management (NSGPS 9)
  • Diversifying the donor base (NSGPS 9)
  • Demographics and trends (NSGPS 2)
  • Marketing (NSGPS 15)

Maximizing Impact

Discover donors’ or clients’ goals and concerns and solve problems with philanthropic options.

Topics may include:

  • Donor conversations (NSGPS 13)
  • Philanthropic legacy impact (NSGPS 13)
  • Family dynamics (NSGPS 13)
  • Next gen (NSGPS 13)
  • Emerging wealth (NSGPS 13)
  • Life stage gifts (NSGPS 13)

Retaining Donors & Gifts

Build relationships and processes that convert commitments to realized gifts.

Topics may include:

  • Stewardship (NSGPS 14)
  • Gift administration (NSGPS 4)
  • Gift acceptance policies (NSGPS 4)
  • Risk management (NSGPS 4)

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