Session Topic Streams

Please note: Speakers and program are subject to change

Topic streams enable you to streamline your session choices and ensure your conference education covers the gift planning bases.

Gift Planning Essentials
These sessions deliver knowledge and concepts fundamental for gift planners who are new to the profession or seeking a refresher on a certain topic.

Skills & Competencies
Successful gift planners and advisors require a broad range of knowledge and expertise to manage a complex array of tasks. These sessions focus on the development of professional skills that will maximize performance and optimize impact.

Managing a Gift Planning Program
Strategic charitable gift planning often brings unique opportunities and challenges. These sessions will enable delegates to proactively tackle challenges and pursue opportunities to manage gift planning programs with excellence.    

Communications & Marketing
These sessions introduce delegates to the newest and greatest ideas to develop and distribute targeted gift planning marketing and communications collateral across multi-media platforms.

Donor/Client Relations
Sessions that explore the art of being truly donor- / client-centred, as experienced professionals share strategies and tactics for building an authentic rapport with donors and clients that will evolve relationships from the transactional to transformational.

Philanthropists are increasingly involved and savvy, and estates are becoming more complex, making a sound understanding of governance and financial matters integral to success. These sessions reach beyond gift and estate planning to the broader spectrum of charity management and oversight.

Technical Expertise 
These sessions will help professionals hone their technical knowledge and sharpen their expertise to support donors / clients along their philanthropic journey, and manage their gift planning program or practice with confidence and competence.