Seminars to Move You Forward

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Seize the Opportunity

Seminars for Raising Funds in Tough Times
High-Impact Strategies for Major and 
Planned Gift Fundraisers

Nashville, Tennessee - September 13-15, 2021

Costa Mesa, California - October 4-6, 2021

Cincinnati/Covington, Kentucky - November 1-3, 2021 


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These challenges will continue. And they will get better. While there is no “perfect moment” to raise money, never has the need been more acute for a sophisticated approach to the vital topic of philanthropy.

There is no such thing as a time when all possible factors are in your favor. But there are some surprising and significant advantages to raising funds in hard times. We find that economic conditions are not always a prime factor in the success of raising funds.

Donors become more selective in tough times. They give to organizations they care greatly about. Those organizations that have done an outstanding job of thanking them properly and often, and where they feel their gift has been celebrated and used effectively.

It is quite clear that difficult times emphasize the urgency and drama of compelling needs.

Here’s what you need to remember. If you are not properly prepared, your fundraising program is almost certainly doomed to failure— in good times and bad. Is there a good time for your organization to raise money? Yes. When you are ready. And when you are prepared.

Nothing else is of greater significance. No other consideration is as important. Here’s what is most fascinating.

There are actually important advantages to raising funds in tough times.

1. You will plan and prepare more carefully. There will be riveting attention to detail.

2. You will settle only for first-choice leaders. And you are 
more likely to enlist the best because competition for their time will be less encumbered.

3. Your leaders will take their responsibilities more seriously. They will understand the need for longer and more careful preparation. And they will appreciate your higher standards of selections and performance.

4. The fact you are raising funds in the face of challenging economic conditions underlines the importance of your cause. And the urgency.

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  • Through the Looking Glass: Self Reflection in a Polarized Society
  • Dynamics that Drive Major Gifts
  • The Effective Case— Selling the Dream
  • The Feasibility Study
  • Keeping your Major Donors Close in a Social Distance World
  • Cultivating Gifts from Millennials
  • Identifying and Developing Successful Cultivation Plans
  • Storyliving: Creating Transformational Major Donor Journeys
  • Developing and Implementing Strategies for the Major Gift
  • Responding To Objections
  • Preparing for a Donor Visit with the Leadership of Your Organization
  • Operation Turnaround
  • Building Your Master Plan
  • 10 Secrets to Optimizing Your Online Donation Process for Maximum Dollars Raised and Retained
  • The Art and Science of Retaining Digital Donors
  • How to be Equitable and Inclusive in Diversifying Your Donor Base
  • Leadership and Program Inventory — Examining the “Verities”
  • The Role of Women in Navigating a New Tomorrow
  • Philanthropic Analytics

Prioritizing High-Impact Strategies to 
Secure Your Greatest Success

Is there a good time for your organization to raise money? Yes. When you are ready. Not one day before. These challenging times may necessitate a modified and targeted approach included in a special gift initiative, a mini-campaign or a capital campaign.

Our program remains focused on major gift strategies. It will reflect the unique challenges organizations faced last year, its impact, and how to strategically plan for the future. We are including as much time as possible, for small group interaction, panel discussions, and one-on-one opportunities with our faculty members. Our purpose is to bring additional depth, understanding, and recommendations for your organization

Seminar Online Registration 

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2021 Dates and Locations 


Nashville, Tennessee - September 13-15, 2021

The Nashville Marriott at Vanderbilt University
2555 West End Ave Nashville, TN 37203 
Phone: 615.321.1300
Seminar group room rate: $219 plus tax.
Last date for group rate is August 12, 2021.

Costa Mesa, California - October 4-6, 2021

The Westin South Coast Plaza
686 Anton Blvd Costa Mesa, CA 92626 
Seminar group room rate: $199 plus tax.
Last date for group rate is September 13, 2021.

Cincinnati/ Covington, Kentucky - November 1-3, 2021

The Marriott Cincinnati RiverCenter
10 West RiverCenter Blvd Covington, KY 41011 
Seminar group room rate: $169 plus tax.
Last date for group rate is October 10, 2021.

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Registration Fee

Standard Individual Registration: $1540 US
Group rate (4 or more): $1530 US
CEO or Supervisor: $1520 US

We offer discounted rates for CEOs/Supervisors (when they attend with staff), and for groups of 4 or more from the same organization.

Registration fee includes breakfast and lunch each day and reception on Monday evening from 5:00pm– 6pm

Breakfast - 7:15am
Program - 8:00am-5:00pm
Reception - 5:00pm-6:00pm

Breakfast - 7:15am
Program  - 8:00am-4:00pm

Breakfast - 7:15am 
Program - 8:00am-3:30pm

When attempting to take advantage of these special rates, please download our PDF Registration Form and send in ONE form per Registrant. Scan forms and email to: This email address is being protected from spambots. You need JavaScript enabled to view it. .

Online Registration does NOT allow for discounted rates or information for multiple Registrants.

Please call our office (800-234-7777) with questions regarding which rates may apply to your group or how best to register.

There is something quite special that happens when the CEO or supervisor joins a staff for a Seminar experience.

We are committed to this important concept and offer a special fee of $1520.00 for the CEO or Supervisor when they attend with staff.

Download Registration Form (PDF>> for checks, POs and credit card to mail.