Developing a Strategic Approach to Generational Wealth

Last updated June 17, 2020

Course Length

1h 3m

Last Updated

June 17, 2020

Diverse large group

Developing a Strategic Approach to Generational Wealth

Last updated June 17, 2020

Table of Contents

Introduction and Agenda
16:26 Closed lock icon
The Oklahoma Family
9:18 Closed lock icon
Building a Legacy of Philanthropy
11:21 Closed lock icon
Scholarship and Endowment
12:09 Closed lock icon
Final Tips on Generational Giving
14:10 Closed lock icon

Develop a cultivation plan to engage multi-generational donors.

Overview

Join us for this webcast to learn strategies for cultivating and soliciting top donor families in a way that can extend personal giving to your institution. Understanding what motivates and compels donors to give and what will, in turn, motivate their families to continue giving is key for any shop. During this unique learning experience, our expert will help you with the significant undertaking of successfully navigating multi-faceted complexities that arise from family dynamics and considering individual priorities as part of a group. You will learn how to:

  • Connect generational giving to impact and connection through your institution
  • Cultivate and solicit donors as a family entity
  • Use best practices for talking across generations

Who should attend?

Front-line fundraisers will gain new insight into engaging families and parents who have a relationship with the university. Leaders who are interested in making family giving a priority in their shops are encouraged to attend as well.

Agenda

During this webcast, we will help you improve upon your existing strategy for multi-generational giving and wealth. We will cover the following:

  • Research to support generational wealth conversations, highlighting their importance
  • How you can utilize current practices on other campuses to inform your own operations
  • How best to identify opportunities and think creatively about including multiple parts and priorities within a family gift

During this webcast, we will help you improve upon your existing strategy for multi-generational giving and wealth. We will cover the following:

  • Research to support generational wealth conversations, highlighting their importance
  • How you can utilize current practices on other campuses to inform your own operations
  • How best to identify opportunities and think creatively about including multiple parts and priorities within a family gift

Tagged In

Major & Planned Giving

$450

 

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Professional portrait of Mitchell Spearman

Mitchell Spearman

Founder and Dreamer, Gifts of a Lifetime, LLC

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