FREE TRAINING: FOR MAJOR & PLANNED GIFTS OFFICERS AND FUNDRAISERS TIRED OF CHASING WEALTHY POTENTIAL DONORS

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With Dr. Russell James & Greg Warner

Learn how to talk about wealth in ways that inspire major gifts of assets

Book Your Calendar

Register. Clear your schedule and set a reminder. Plan approximately 1-hour of uninterrupted time for this training.

Revealed: The Latest Research

Learn how to talk about wealth in major and planned gifts fundraising using new findings and practical tips.

Making "The Ask"

Leave with a deeper understanding of major gift decision processes and plenty of real-world examples to use immediately.

in this 1-hour training, You'll Learn:

  • How your donor's feelings about wealth are different than your beliefs
  • Why it's important to be considerate and empathetic so you can position yourself as a counselor and facilitator
  • How to encourage gifts of assets instead of cash- and why it's important
  • ​Why do most wealthy people need your help (spoiler alert: they know how to make money but not give it away!)
  • ​Ways to share stories about how other donors are benefiting from philanthropy
  • ​Why wealthy people care about cost and how to make the cost of giving feel small
  • The psychology of big donations and why what you say matters
  • ​And more...

Dr. Russell James, J.D., Ph.D, CFP

Dr. Russell James has revolutionized the way nonprofits approach marketing planned gifts. Using the latest scientific technology, Dr. James researches brain activity in fundraising prospects – specifically the prospects’ brain activity when they are solicited for traditional gifts vs. planned gifts. 

Greg Warner

Greg Warner is CEO and Founder of MarketSmart and the author of Engagement Fundraising. He also invented the Fundraising Report Card and the DAFwidget.

In 2013, Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers zero in on the donors most likely to support their organizations and institutions with major and legacy gifts.

What students are saying about the Donor Story: Epic Fundraising ecourse

"As one who has taken various courses and trainings, I can highly endorse the material and the value inside. I would highly recommend taking the course and applying it to your major and legacy gifts efforts.”


Kelley Tetzlaff


“All I can say is each lesson gets better and better, this is amazing content."




Sheri Hudson


“This course beats the heck out of having another degree.”





Julie Halowell



Kelley Tetzlaff

Facilitator of Philanthropy l Certified Speaker, Coach, Trainer


Sheri Hudson

Planned Giving Officer


Julie Halowell

Director of Gift Planning & Endowment
"I think it’s brilliant! It’s what you need to know.”






Jill Nelson


“This has been really helpful, and I’ve already used the conversations with our team, so they better understood it too!”




Cindy Atmar


“There’s a lot of value to the course. It’s like when you go to a conference. Conferences are great. I get more out of conferences when I talk to people who are in the field doing the same kind of work and comparing stories and comparing notes.”


Tim Andrews



Jill Nelson

Associate Vice-President, Estates and Gift Planning


Cindy Atmar

Executive Director of Trusts, Estates & Gift Planning


Tim Andrews

Executive Director of Alumni Relations & Career Services

READY TO TALK ABOUT WEALTH IN WAYS THAT INSPIRE MAJOR GIFTS OF ASSETS?

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