ENCORE + Live Q&A: The Role of Philanthropic Conversations in Families

Online | August 6, 2024 | 1:00 pm - 3:00 pm ET

This training will be recorded.

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ENCORE + Live Q&A: The Role of Philanthropic Conversations in Families

Online | August 6, 2024 | 1:00 pm - 3:00 pm ET

Bring institutional initiatives into your philanthropic conversations with families.


Transferring values, not just dollars, is the essence of philanthropic conversations in families. These conversations rarely occur with families who have the actual capacity to give, however. Whether your alumnus identifies as middle-class or is part of a family with a long-storied history with your institution, cultivating conversation among their closest familial ties is often the missing link when developing strong and sincere relationships with multiple generations.

Join us in this first of a three-session series on family giving. In this training, you will gain insights into the role of philanthropic conversations within families and why it is important to bring institutional values into the familial relationships you’re stewarding.

Who should attend?

This training is for major and principal gift officers who want to build deeper relationships with the families they are working with in their institutional fundraising goals. If you’re a vice president of advancement or an academic leader, this program will also contribute to your knowledge of how to improve upon your institution’s relationships with families who have a history of giving.


1:00 p.m. – 2:30 p.m. ET | Watch a Re-airing of the Training

If you missed the event when it took place in August of 2023 or you have been meaning to engage with the on-demand training, this is your chance to watch parts of the training together with higher ed colleagues from across the country. Mark your calendar now to set aside this time for yourself.

The Evolution of Family Giving in Higher Ed
How has family giving evolved from an institutional standpoint? Why has it become more important to cultivate and understand? Family giving has always been a historical part of higher ed philanthropy, but as we currently witness the greatest transfer of wealth between generations, we can no longer take this philanthropy for granted. Learn how to address this coming change in how you should approach family engagement at your institution.

Bringing Institutional Initiatives into Family Conversations
Over the past couple of decades, institutions have seen a consistent decrease in alumni participation, but consistent increases in total funds raised. This dichotomy is trending toward an inflection point where institutions will see a handful of donors contributing all but a fraction of total fundraising revenue. One of the best approaches to combat this trend is to help your donors bring philanthropic conversations to their families. Learn how to broach these conversations and reinforce the commitments your donors currently have by helping them to transfer their values to the next generation.



2:30 p.m. – 3:00 p.m. ET | Engage in a Live Q&A with Mitchell Spearman

Please join us after the recorded training for a live discussion session with the presenter, Mitchell Spearman. You’ll have the chance to dive more deeply into the points raised during the presentation and ask questions of our presenter and your peers.

If you can’t attend live, sign up to receive access to the recording.