On Demand Webinars

Planned giving and endowments are essential for a thriving nonprofit. Like cookies and milk, they are each valued on their own, but even better when combined. Planned giving can be easy and allow donors to use assets other than cash to make a meaningful gift. Building an endowment for your nonprofit allows deeply devoted donors as well as current and former board members and leaders to ensure the long-term viability of a cause about which they care deeply.

Participants will learn the essentials of planned giving and how to begin accepting planned gifts of various asset types. You will learn whether your nonprofit is (or is not!) ready to launch an endowment appeal and budget for a reserve fund. You’ll learn the development fundamentals on which to build your legacy program and what additional elements you’ll need to secure the largest gifts most donors will ever make. You’ll learn to identify the planned giving prospects you already have, smart ways these donors can give and why this is the perfect time to ask!

This virtual session is presented by Val Jones, CFRE of Valerie M. Jones Associates and Beth Delaney, MSW, MS, Retired Director of Gift Planning, University of Pennsylvania.

As fundraisers we work so hard to secure the gift and then forget that our donors deserve much more than just a thank you letter. In this interactive session participants will see real examples of impactful ways to say thanks all year long through cards, pictures, notes, and other cost effective, yet much appreciated ways.

After all, have you ever had a donor say “Will you stop thanking me?”

Join us as we host Anna Nielsen, founder of Conflict Capable Solutions, for an interactive webinar on effective conflict management. Effective conflict management is critical to overcoming objections and navigating difficult conversations. In this session, you’ll identify your conflict mode and learn how to leverage it to grow your leadership skills. You’ll learn two new conflict management skills to increase productivity, foster more effective collaboration, and surpass your fundraising goals.

As a fundraising generalist discover the opportunity it brings to broaden your skills, deepen your passion to serve, and find unique opportunities for growth. Working in a small development office often means you need to have all of your fundraising tools at the ready because you do it all - Annual Fund, Major Gifts, Communications, Marketing, Grants, and more. Can you escape inevitable burnout and missed opportunities? Are there ways to remain strategic without falling to the tyranny of the urgent?

With so much uncertainty in the world, in this mini session we are going to go back to basics. We will look at fundraising’s three Cs—capacity, connection, commitment—and discuss why the interconnectivity of these three Cs are so important.  We will explore simple ways to mine data from your database to help you identify those donors who should have your attention now.  We’ll also look at the four Cs of donor communication—clear, compelling, consistent, and competence—and how they play into fundraising’s three Cs when talking to your donors.

Historically, prospect research and fundraising had an overarching focus on wealth. However, in this evolving nonprofit world where charitable donations are stagnant and the number of individual donors is decreasing, wealth data alone is no longer enough. By including affinity and capacity along with wealth data into your research and fundraising, nonprofits are better able to uncover the best donors who are most likely to contribute major gifts to their organization. Join iWave as they explore what makes a donor ‘the best’ and how it can help you raise more major gifts.

Since the COVID-19 pandemic has upended daily life and the nonprofit world with it, there is no such thing as business as usual. There is also no such thing as communicating as usual. The messages that drove your fundraising before the crisis are likely to sound out-of-touch now or tone deaf, while messaging that’s topical but not carefully crafted can seem opportunistic. In this webinar, three Schultz & Williams team members with varied perspectives will discuss approaches that work, drawing on years of experience in strategic messaging and on projects completed in recent weeks with clients navigating the crisis.