Seize the Opportunity

Seize the Opportunity —

High-Impact Strategies to Secure Your Greatest Success


All of us in this business need to rattle the traditions of old ways. The tried and true does not always work. There needs to be a roaring disdain for the status quo. Following what others have done is too easy, often uninteresting, and more times than not unproductive. We find out about ourselves only when we take risks when we challenge and question.  For the great fundraisers, there is nothing to follow, but everything to discover.

“One of the fundamental rules of fundraising is that to the degree that you give others what they want, they will give you what you want. It is the weightiest weapon in our fundraising arsenal. No other single factor is as important in motivating others to action. Giving prospects what they want, that’s what we are all about. That’s how to get the right gift. Leading, motivating, guiding, influencing—and listening.” — Jerold Panas, Born to Raise.

Core Agenda
The Art of Asking 
  • Moves Management Part 1 & Part 11
  • Securing the Visit & Making the Ask
  • The Art of the Ask
  • Inside the Head & the Heart of a Philanthropist
  • Foundations and Grants
  • Listening the Gift
  • Storyliving: Transformational Major Donor Journeys
  • Attract, Retain & Develop Major Gift Fundraisers
  • Thinking Bigger, Bolder & Braver
  • The Magic Partnership — Role of the Board and Volunteers
  • Strategies in Involving Your Organization’s Grateful Families, Individuals, and Supporters
  • Stewardship Panel: Effectively Stewarding donors for Retention & Growth
  • The Intentional High-Performance Fundraiser

RoundTable Topics

  • Fundraising Strategy and Plan Development — A process for developing the ultimate date-informed,
  • Fundraising Plan
  • Professional Development — Owning Your Own Trajectory
  • Challenges and Opportunities for Advancing Your Team
  • Transforming your Annual Giving and Major Gifts Program in Preparation for a Capital Campaign

Tap for Core Agenda Details

Note: Panels, RoundTables, and ParkBenching include all faculty 

Throughout each day, at every break, faculty will be available to you to discuss any question you may have. We call this ParkBenching. Faculty will join you at breakfast and lunch each day.

Between today and when we are all together, we will have a clearer understanding of what we must all do to reach our greatest potential.

Seminar Online Registration
Seminar Brochure

April-May 2024 Location

Costa Mesa, California – April 29-May 1, 2024
The Westin South Coast Plaza
686 Anton Blvd Costa Mesa, CA 92626
Phone: 714.540.2500

Seminar group room rate: $219.00 plus tax.
Hotel group rate cut-off date is April 10, 2024.

Registration Fee

Standard Individual Registration: $1,750.00 US
Group rate for 4-5: $1,725.00 US
Group rate (6 or more): Call for group rate 800-234-7777

Registration fee includes breakfast and lunch on Monday and Tuesday, and Reception at 5:00pm. Breakfast on Wednesday.

Breakfast – 7:00am
Program – 8:00am-5:00pm
Reception – 5:00pm-5:45pm

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

Breakfast – 7:00am
Program – 8:00am-1:00pm


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:

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.

Download the Registration Form (PDF) for checks, POs, and credit cards to mail.

Event details:


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