Strategic Philanthropy Masterclass
Elevate your team’s expertise and impact while growing your impact!
Is your team ready to deepen its fundraising fluency and deliver greater value to donors? Led by nationally recognized speaker and educator Tiffany House, this immersive masterclass blends substantive major and planned gift technical instruction with strategic application.
Core Curriculum Topics:
Emotional Intelligence: Building Trust with Donors and Advisors
This masterclass equips fundraising and advancement professionals to navigate the donor journey with emotional intelligence, positioning them as trusted collaborators alongside financial, legal, and advisory professionals. Participants explore the emotional and psychological dynamics that influence philanthropic decision‑making, learning how trust is built—not only with donors, but also with the professional advisors who often shape and support donor strategies. Through emotionally intelligent communication, strategic storytelling, and advisor‑aware engagement, fundraisers learn to guide donors through meaningful giving and planned‑giving conversations in ways that align values, financial planning, and long‑term philanthropic intent.
Accessible Pathways into Gift Planning - Low-Hanging Fruit
This masterclass focuses on the most accessible and frequently overlooked opportunities in gift planning—gifts that are often already aligned with a donor’s existing assets and intentions. Participants learn how to confidently identify and introduce stock gifts, beneficiary designations, IRA gifts, and Qualified Charitable Distributions (QCDs) as natural extensions of a donor’s philanthropic journey. Emphasis is placed on positioning these planning opportunities as service‑oriented conversations that add value for donors and their advisors, lower emotional and technical barriers to action, and frequently open the door to deeper legacy and planned‑giving discussions.e offer a variety of programs and services to support mental health, including counseling, support groups, and educational workshops.
Unlocking Complex Assets: Gifts of Real Estate and Business Interest
This masterclass equips fundraisers to confidently identify, position, and support gifts of real estate and closely held business interests—assets that often represent both significant philanthropic potential and increased planning complexity. Participants learn how to recognize donor readiness, understand which planning tools may be appropriate, and introduce strategic options in partnership with professional advisors. Emphasis is placed on aligning donor intent, asset type, and philanthropic goals while positioning the nonprofit as a trusted collaborator throughout the planning and execution process.
From Transactional to Transformational: Deepening Donor Commitment
This masterclass equips fundraising and advancement professionals to move beyond short-term, transaction‑focused interactions and toward transformational donor relationships rooted in trust, shared values, and long‑term partnership. Participants explore how donors evolve from making occasional, situational gifts to becoming deeply committed advocates and legacy‑level supporters. Through an emphasis on listening, emotional intelligence, and stewardship, fundraisers learn how to align donor motivations with mission impact—shifting the focus from securing a “yes” to cultivating confidence, connection, and enduring philanthropic commitment.
Charitable Trusts in Pain English
This Masterclass demystifies charitable trusts, translating complex planning tools into clear, practical concepts that support confident donor conversations. Participants gain a working understanding of how charitable remainder trusts, charitable lead trusts, and pooled income funds function as charitable trusts—why donors use them, when they may be appropriate, and how they support income, tax efficiency, and long‑term impact. Emphasis is placed on helping fundraisers recognize opportunities, introduce concepts in accessible language, and collaborate effectively with professional advisors while positioning the nonprofit as a trusted philanthropic partner.
12 Components of a Successful Planned Giving Program
Discover the keys to building a thriving Planned Giving program with our comprehensive and empowering Masterclass. Gain valuable insights and practical tools that will enable you to establish and expand a successful program for your organization. Explore the reasons why Planned Giving is vital for creating resilient non-profit organizations and learn effective strategies for securing your financial future. With expert guidance on 12 essential tactics, you will be equipped with the knowledge and resources to enhance your organization's endowment and planned giving efforts. Take advantage of our tool matrices and a worksheet to jumpstart your program, regardless of its current stage. Don't miss this opportunity to elevate your fundraising potential and ensure long-term sustainability for your organization.