We know how hard it can be to plan engaging and valuable educational programming. That’s why we’ve put together a speaking session menu that’ll make your life easier.
Our speaking session menu is filled with practical tips, real-life case studies, and actionable takeaways. Some will make you think strategically about a particular issue, and others will give you the chance to develop and flex new skills that you can use right away.
We don’t charge a speaking fee for sessions on this menu – we’re just excited to share our expertise and help fundraisers in your region level up their skills.
If you want to explore this more, send us a message and let us know what session you’re interested in. We also do develop custom training workshops if that piques your curiosity.
If you’ve ever felt the dread of an empty Word Doc and a flashing cursor, or wished that you could get an expert to look over your writing, this session is for you. In this live working session, we invite you to submit your writing: Emails, direct mail letters, cases for support, you name it. We’ll pick a handful at random, hit the “Share Screen” button, and edit them with you live, right there.
Participants will:
Thanks to neuroscience, we know more than ever about how the brain works. And you know what? A lot of planned giving conventional wisdom runs contrary to how donors actually think. This session shares the most up-to-date knowledge available about why people make legacy gifts – and how you can persuade them to do so!
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COVID-19 propelled a huge uptake in will-making – and most of those new wills are being made by Millennials and Gen X. The legacy market has evolved! In this session, we’ll unpack what it means to market legacy giving to a younger target audience. From the impact of their long lifespans on our KPIs, to the way they’ll influence revenue, to the ways we need to evolve our marketing creative and channel choices.
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Death is universally shared and we’re all going to experience it. Yet, we put death comfortably behind a curtain to let others deal with the messy and awkward reality. So, the legacy fundraising professional has a tough job: to work with donors to imagine “what ifs” after their certain demise and have them get excited about it. Yikes! Venture into death-related conversation with confidence. You might even use the “d” word!
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Legacy giving is an act of the heart. But if your copy sounds like a legal brief or a boring brochure, you’re leaving legacy revenue on the table. In this imaginative and practical session, you’ll learn how to write legacy content that’s emotional, authentic, and deeply human. You’ll explore what legacy donors really want to hear—and how to say it in a way that inspires action.
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Surveys aren’t just for feedback—they’re one of your most powerful tools to qualify, persuade, and connect with legacy donors. In this imaginative and practical session, you’ll learn how to use surveys to build your pipeline, uncover hidden expectancies, and spark meaningful legacy conversations. Whether you’re new to surveys or looking to level up, you’ll walk away with ready-to-use strategies and real-life examples.
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Do you still do direct mail to generate annual giving revenue? If you are, you’re missing out bigtime.
Your direct mail program is now a pipeline. You acquire and renew direct mail donors not for immediate revenue, but to elevate them to bequest donors. In this imaginative and practical session, you’ll learn the new math of the DM donor investment. You’ll learn the mix of messages your donors need to hear. And, you’ll learn to raise more money from direct mail than you ever thought possible.
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Annual stewardship isn’t just about warm fuzzies—it’s a strategy to renew, retain, and upgrade donors year after year. In this insightful and practical session, you’ll learn how to embed stewardship into your annual program without breaking the bank. You’ll get real-world tips on setting benchmarks, segmenting strategically, and building a stewardship journey that delights donors and drives results.
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Learn how to build an integrated stewardship program that fits your calendar, budget, and goals.
Discover practical ways to turn everyday communications into gratitude touchpoints.
See how donor-centered stewardship can transform retention, loyalty, and lifetime value.
Direct mail accounts for 20% of all fundraised revenue, and more than 33% of Canadians give through the mail. This session will help take advantage of this reliable revenue stream! In just one hour, you’ll learn 60 proven tools and tricks that you can use to make your next direct mail campaign a winner.
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In this session, you’re going to be given practical tips based on actual examples! This includes tips on channel integration, package design, storytelling, segmentation, the all important offer, reply device strategy and stewardship. At the end of the session, you’ll have some easy and proven tips to immediately deepen your donor engagement and take your campaign to the next level.
Participants will:
If you want a donor’s attention in the inbox – and to raise way more money online – then this is your session. We’ll dissect real emails to identify what worked and what you can steal for yourself. You’ll walk away with tips you can implement in your next fundraising email, no matter your list size, email program, or digital know-how.
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You’ve got the one-on-one conversations down. You’ve even tried a little mass marketing. But when it comes to email, social ads, or SEO, things get fuzzy. This hands-on and practical session is designed to build your digital chops—without the overwhelm. You’ll walk away with real tools, clear frameworks, and fresh confidence to integrate digital into your planned giving strategy.
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“Charlotte was an awesome presenter – great examples and presentation and then an amazing real-time workshop through some copy and examples. Really impressive and well done!”
“Thank you so much for that workshop! From start to finish, it was very informative and extremely helpful.”
“It was fantastic. They covered a lot in a short amount of time and did an exceptional job balancing the basics with specific examples.”
This NTEN course, led by Holly Wagg, explores the neuroscience behind legacy giving—why people choose to leave charitable gifts in their wills. You’ll learn how aging affects donor decision-making and how to craft compelling legacy messages that resonate.
