Training & Events

A significant percentage of wealth is held in retirement accounts! Learn how to open blended gift conversations that include tax-efficient gifts of retirement assets, including gifts of immediate impact and gifts that provide life income. Sponsored by the Major Gifts and Gift Planning Community of Practice, this interactive role-play training will give you a framework for practicing and planning successful donor conversations that take into consideration complex assets, tax benefits, and personal financial goals, resulting in larger and more impactful gifts. QCDs, life income gifts, and CRUTs funded with IRAs will be discussed! Whether you participated in previous similar sessions or not, this program will be valuable for those who solicit major gifts. Join this session to raise your fundraising game. Morning refreshments will be served at the start of the training. Register now to reserve your seat! Please note space is limited for this session. If your registration is received after capacity has been met, you'll be notified by email that you have been added to the waitlist. 

Past giving is the best indicator for future giving with donors. Retaining and upgrading these critical supporters over time requires a cycle of thoughtful stewardship and strategic solicitation. In this joint session with the Annual Giving and Stewardship Communities of Practice, we will discuss effective stewardship campaigns from partners on Grounds as well as the University of Georgia. The goal will be to identify new and best practices to help our donors feel engaged, informed and excited to continue their philanthropic support.