Session Descriptions Session 1: Policies for Endowments and Planned Giving Date: Wednesday, July 16 | 11:30 AM – 1:00 PM AKDT Presenter: Cynthia Libby, MBA, CFRE Is your organization prepared to accept planned gifts or launch an endowment campaign? This session covers the foundational policies every nonprofit needs, from gift acceptance to naming agreements, to ensure readiness and risk management for long-term funding strategies.
Session 2: Getting a Grip on Non-Cash Assets Date: Wednesday, July 23 | 11:30 AM – 1:00 PM AKDT Presenter: Harry Need IV, MPA, CFRE From stocks and real estate to retirement assets and crypto, today’s donors are giving more than just cash. Learn how to evaluate, accept, and steward non-cash gifts, and what policies and procedures can protect your organization while supporting your donors' goals.
Session 3: Moving Beyond the Annual Gift Date: Wednesday, July 30 | 11:30 AM – 1:00 PM AKDT Presenter: Elizabeth Miller, CAP, CFRE Many organizations rely heavily on annual fundraising, but some donors are ready for more. This session explores how to identify and cultivate annual donors who are ready to deepen their support through legacy giving and endowment contributions. |