Research & Webinars


2018 Webinar Series

You’ve Got Mail: Timely Email Insights & Trends | Wed., Sept. 26, 2018Register

Create by Numbers: Using Donor Research to Drive the Creative Process | Wed., Oct. 24, 2018Register

2018 Webinar Series

Measuring What Matters: Creating Standard Performance Metrics for Charitable Gift Planners | Wed., Nov. 14, 2018Register

Russell James, J.D., Ph.D., CFP® (2018) Take an inside look at the comprehensive results of Dr. James most recent research. He investigates the psychological and practical aspects of why gifts of assets are so critical for high-growth fundraising, and discusses strategies for effectively pursuing these important gifts.

Nathan Stelter (2018) Get all of your donor survey questions answered. Learn who, how and why you should be asking your donors for their feedback.

Scott Lumpkin (2018) Discover five key conversation drivers and practical ways to introduce planned giving to your donors and prospects.

Jeff Comfort (2018) Explore the confluence of gift counting, accounting, valuation and stewardship and review methodologies for deciding when and how to count irrevocable and revocable planned gifts.

Professor John D. Trybus (2018) Learn a simple framework for creating stories that lead your donors to take action for your organization.

Lynn M. Gaumer, J.D., Larry Katzenstein (2018) Learn details of the Tax Cuts and Jobs Act and hear how the legislation will impact your nonprofit and your donors.

Gregory J. Sharkey, J.D. (2017) Spark conversations that lead to gifts through a thoughtful series of tried-and-true questions.

Cheryl Sturm, Nathan Stelter (2017) Gain a clearer picture of the attitudinal and behavioral differences between Boomers and Matures that will assist you in creating more powerful, targeted fundraising communications.

Christopher R. Hoyt (2017) Help your donors make the most of their charitable giving using their retirement accounts. Using solutions revealed here, you'll know the best way to assist donors in structuring a charitable bequest of retirement assets. Pending 2017 tax proposals are also discussed.

Anne T. Melvin (2017) Learn how your nonprofit can measure annual, major and planned giving fundraisers by a yardstick that matters—one that motivates officers to do their best work and leads them down the path of success.

Lynn M. Gaumer, J.D. (2017) Help your board understand the important role a strong planned giving program plays in the success of your nonprofit while learning about the basics of the most popular planned gifts in this webinar from our senior technical consultant, Lynn Gaumer.

Colleen Webster, Katie Parker, Zach Christensen (2017) Manage your email list and send actionable, meaningful emails every time. Our digital, creative and innovation leaders share insights to help you stand out in your donor's inbox.

Tycely Williams, CFRE (2017) Engage your donors more efficiently and effectively with these strategies to blend your annual, major and planned giving programs.

Cheryl Sturm, Zach Christensen (2016) Learn design and editorial best practices based on the latest research that will help increase donors' trust in and willingness to give to your organization.

Cathy Sheffield (2016) Mitigate the risks and accelerate the rewards of planned gifts with sound gift acceptance policies. Our expert shows you how.

Dr. Russell James, Cheryl Sturm (2016)This is what happens when two industry experts share their thoughts on new consumer research designed to unlock the door to more planned gifts.

Carol Moreland (2016)Tips and techniques from the world of behavioral psychology that will make you rethink how you talk to donors.

Lynn Gaumer, Craig Wruck (2016)A helpful refresher if you already know a lot about CGAs, and a comprehensive overview for newbies—all presented in an easy-to-understand and never-boring format.

Lani Starkey (2016)Learn the lingo and sharpen your skills to work more effectively with estate planning attorneys, life insurance agents and other professional advisors.

Jeff Comfort (2016)If you don’t have a buddy in the major gifts department, get one now! This webinar reveals why a collaboration between planned and major giving is a six-figure idea.

Cheryl Sturm, Zach Christensen (2015)Learn how to breathe life into demographic and behavioral data so that you can deliver mind-blowing marketing campaigns your donors will love.

Margaret May Damen (2015)We unveil the 3 Principles of Abundance and what they mean to women—who are often your most influential and lucrative prospects.

Katherine Swank (2015)Explore the findings of three exceptional planned giving studies and learn how to put them to work for you.

Scott Lumpkin (2015)Do you know how to position planned giving so that your boss delights in the amazing work you do and becomes your biggest cheerleader?

Lynn Gaumer, Phil Purcell (2015)If you’re looking for a super-complicated, snoozer of a presentation on planned giving, this isn’t it.

Patience Boudreaux, Ray Watts (2015)Yeah, we know “plannual” is a made-up word, but the concepts offered here are real: Integrate your annual and planned giving efforts, then watch your success skyrocket.

Lynn Gaumer, Phil Purcell (2014)If you’re ready to launch a PG program, we break it all down for you here. Even experienced shops will benefit from this straightforward checklist.

J. Ann Selzer, Nathan Stelter (2013)Jump inside the mind of a professional advisor and learn how to immediately improve your relationships with these influential people and their clients.

Bev Hutney, J. Ann Selzer (2012)The truth about how people decide to give and the surprising factors that influence them most.

J. Ann Selzer, Larry Stelter (2009)Fascinating info and practical ideas on how to target your most lucrative prospects.

J. Ann Selzer, Larry Stelter (2008)Are you missing out on untold millions in donations by ignoring a largely untapped group of prospects? Breakthrough research starts here.