Family Giving

Family Giving

THREE-PART SERIES

 

Recorded on August 17, 2023 | Recorded on September 14, 2023 | Recorded on October 19, 2023

Overview

Join us for three unique programs focused on family giving, led by Mitchell Spearman, J.D., Founder and Dreamer of Gifts of a Lifetime.

We will first focus on the role of philanthropic conversations across generations and how this important work can lead to greater engagement and affinity among your most loyal families for generations to come. You will be able to build upon your own storytelling and convening skills, matched with an enhanced knowledge of family dynamics and the emerging voices of philanthropy, in order to add value to your skillset as a frontline fundraiser. These will allow you to gain the confidence you need to facilitate conversations amongst your prospect families that focus on the value of philanthropy. Complete the series by learning how to incorporate family giving into your fundraising strategy, leading to proposals that align the values of your donor families with the values that define your institution.

How it Works

While these programs were designed to be consumed as a whole and in order, you can register for any individual program that interests you, or all three!

PART 1

The Role of Philanthropic Conversations in Families

Recording

Bring institutional initiatives into your philanthropic conversations with families.

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.

PART 2

Equipping Gift Officers to Facilitate Conversations Among Multi-Generational Families

Recording

Confidently approach multi-generational family conversations by knowing how to identify their values.

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.

PART 3

Connecting Values to the Gift: Strategies to Incorporate Families into Your Fundraising Goals

Recording

Incorporate family values into your long-term fundraising strategy.

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.

SPEAKERS

Professional portrait of Mitchell Spearman

Mitchell Spearman

Founder and Dreamer, Gifts of a Lifetime, LLC

For fifteen years, Mitchell Spearman has partnered with philanthropic families across the United States, Asia, and Europe, with the shared goal of connecting family philanthropists across generations, as they achieve transformative goals impacting institutions from coast to coast. Spearman has focused on developing deeper ties within multi-generational families, through family conversations and curated moments, to provide opportunities for younger generations to build their identity and emerge as future leaders. Successes include transformational philanthropic family gifts that range from $10M to $100M and include voices as diverse as a family championing an idea that was raised by a 10-year-old and a family relying on the sage wisdom of a 98-year-old to create a powerful gift.

Read Speaker's Full Bio.

Questions About the Event?

Portrait of Rabia Khan Harvey

Rabia Khan Harvey
Senior Learning & Development Manager,
Academic Impressions