ENCORE + Live Q&A: Connecting Values to the Gift: Strategies to Incorporate Families into Your Fundraising Goals

Online | October 22, 2024 | 1:00 pm - 3:00 pm ET

This training will be recorded.

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ENCORE + Live Q&A: Connecting Values to the Gift: Strategies to Incorporate Families into Your Fundraising Goals

Online | October 22, 2024 | 1:00 pm - 3:00 pm ET

Incorporate family values into your long-term fundraising strategy.


The donor’s legacy and philanthropic goals need to be carried on through their gift to your institution. Before a formal proposal is presented, or prior to a meeting that focuses on outlining the gift agreement, you need to connect the donor family’s values to your institutional goals. This process begins by aligning family engagement strategies into your institutional fundraising goals.

Join us in this third installment of our Family Giving Series to potentially unlock millions of dollars in giving by building upon your approach to cultivation and stewardship with your most loyal and engaged families. By drilling into the core value of what a family holds dear, you will be able to continue deep philanthropic partnerships with donor families for generations to come.

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 the relationships your institution has with families with 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 October 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.

Emphasizing the Importance of Family Values in Your Institutional Culture
For successful family giving strategy to occur, you, your colleagues, and your leadership should prioritize the relationships and engagement you have with the families your institution wants to engage. Learn how to inspire family giving by cultivating meaningful relationships with your donor families, and engage them in a way that reflects their values and priorities with your own.

Representing Family Values in the Proposal
Communicating your institution’s core values while sitting across from a family will humanize the connection you have developed up to this stage. The humanization phase of the giving process brings families closer to your institution and enables future philanthropic gifts. Learn what it means to represent family values in the proposal by walking through this intimate process together.



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.