This session is an open discussion about strategies that work for endowment campaigns, with tips and tricks from real world campaigns. Who should attend: Anyone associated with your organization, staff board or volunteers that wants…

All about marketing donor-centered gifts across your many communications channels and personal conversations, including leveraging your access to OCCF’s legacy giving site and other online tools during this 90-minute session. Who should attend: Anyone associated…

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts. Who should attend: Anyone associated with your organization, staff, board…

This session covers all the basics you need to know about donor-centered gifts including tax benefits and donor psychology. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know…

In this session, we’ll dive into bequests and beneficiary designations, including why they are an easy pursuit with your longtime donors. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish…

Hear from organizations that are killing it at the endowment game, with tales of exceptional gifts, excellent strategy and admirable discipline. Hosted in the Nancy B. Anthony Community Room; snacks and drinks will be provided.

This session will lay out the capabilities OCCF offers to become your planned giving back office and how you can leverage this in cultivating gifts. Who should attend: Anyone associated with your organization, staff, board…

This session covers all the basics of endowment and how to leverage this important resource for your nonprofit. Who should attend: Staff or board members who wish to understand the Charitable Organization Endowment program at…

This session introduces strategies for identification of planned giving prospects and how to prepare for your conversation. Who should attend: Anyone associated with your organization, staff, board or volunteers, who wish to know more about…

This session covers all the basics of endowment and how to leverage this important resource for your nonprofit. Who should attend: Staff or board members who wish to understand the Charitable Organization Endowment program at…