Forty-Five-Day Push to Hit Year-End Goals Presented by Michael Shippam

Micheal leads you through the steps to take:
– assess current fundraising – goal vs. actual,
– review current year budget,
forecast projected revenue (closing on or before June 30th),
– review all open gift proposals for leadership annual, major, principal and planned gift asks in the database,
– total up forecast for expected 4th quarter revenue and the gift officer forecasts.
FEP Data for Q4 2025 – A Review of Donor Trends in Calendar Year 2025: Retention & Attrition

We are honored to be joined by Lauren Sheehan, President of DonorPerfect and board member of Fundraising Effectiveness Project to review the findings and results of the recently released report. In her roles Lauren understands the art and science of fundraising and how to improve efficacy with technology.
Prospect Research: Finding the Highest-Value Prospects Already in Your Database

Why prospect research is worth the time.
What information is really valuable and how to use it.
Finding the hidden gems in your data base.
Using Wealth Screening Software to get the most realistic, accurate results.
Major Gift Solicitations Presented by Scott R. Lange

Visonary Philanthropy’s own CASE Crystal Apple Award winner, Scott R Lange, presents a webinar on the subject of Major Gifts – Engagement, Solicitation, Stewardship. This was his topic of choice at the annual Case Conferences on Major Giving, Capital Campaigns, and tailored for the CASE Conference on Annual Giving.
Preparing to Make the “Big Ask” Presented by Visionary Team

Visionary helps you prepare for that “BIG ASK” by reviewing a series of scenarios and role-playing actual real-life situations.
Major Gift Solicitation Presented by Scott R Lange

Visionary Philanthropy’s own CASE Crystal Apple Award Winner, Scott R Lange, presents his topic of choice at the annual CASE conferences on Major Giving, Capital Campaigns, and tailored for the CASE conference on Annual Giving.
How Do We Respond to the Latest Data – 2025 GivingUSA Report & Q4 2024 FEP?

April – FEP reports donors are down; June – Giving USA reports dollars are up; July – Reconciliation Budget passes…
If these numbers appear conflicting or confusing, we will make them easy to understand and help you leverage the data to work to your advantage!
Giving USA 2025 Report Presented by Scott Lange

Scott Lange serves on the Editorial Review Board and brings added insight to this year’s report on charitable giving.
FEP’s Quarterly Fundraising Report Presented by Scott Lange

FEP Data for Q4 2024 – Highlighting the Growing Role of High-Dollar Donors in Driving Fundraising Performance Across the Sector
Creating a Critical Fundraising Strategy for Collegiate Athletics

Athletics is not a separate fundraising silo but a strategic component of a college’s overall advancement ecosystem. By integrating these efforts, colleges can avoid donor fatigue, maximize limited staff resources, create more meaningful donor relationships, demonstrate athletics’ value to institutional leadership, build sustainable funding models that benefit the entire college.