The world of philanthropy is ever changing and you have to make sure that you have the right tools in your toolbox to change with it. In this conversation we will discuss how to work with families, advisors, and foundations that donors are involved with. We will look at giving vehicles that are important today and how to manage conflict through gift discussions.

What is the difference between thanking and stewarding donors for their generosity? How does real stewardship create impact? Whether you have the luxury of working with a robust stewardship department, or (more likely) you are personally responsible for stewarding your donors, stewardship is the lifeblood of what we do; however, far too often it is relegated to the end of the cycle of philanthropy, etc. What happens if you disrupt that model and start stewarding prospects before they are even giving at their highest capacity? How do we balance our work in active fundraising and solicitation with our responsibility to steward our donors? What elements are employed in excellent versus mundane stewardship practices? And what qualities are donors really looking for when they are being stewarded?

Storytelling, and Case studies are wonderful ways to envision strategies at work. This session provides cradle to grave case studies of real gifts and real donor relationships. We explore these relationships and gifts by segmenting them into age and wealth and discuss their giving, both current and deferred using strategies that we learned in the conference.