The Liquidity Moment That Matters: A Strategic Model for Unlocking Major Gifts

A strategy session for advancement leaders ready to turn liquidity-event insights into transformational major gifts.

Major giving is increasingly a game of timing—not just capacity. When a donor is approaching a liquidity event (like a business sale or real estate transaction), the right outreach at the right moment can unlock a current gift of appreciated assets that’s meaningful for the donor and catalytic for your organization. In this executive-focused webinar, Greg Ring (Philanthropy Architects) joins Lawrence Henze and Michael Quevli to explore how Blackbaud’s purpose-built query helps identify potential liquidity events (business and real estate sales) so your team can engage donors proactively, strengthen stewardship, and drive major and planned gifts.

What you’ll take away:

• A leadership-level framework for moving from reactive planned giving to proactive asset-based giving—so your team can engage donors before the liquidity window closes.

• How the liquidity-event query works (in practical terms)—including how it’s used to surface likely business and real estate sales opportunities inside a donor file.

• Real-world examples and outcomes drawn from customer use cases tied to business and real estate sales—designed to help you picture how this fits your org’s fundraising strategy.

• Strategic guidance for deploying this across teams—major gifts, prospect research, and planned giving—so it becomes a repeatable motion rather than a one-time initiative.

• How leaders can tailor the approach by organization type (higher education, healthcare, faith-based, and other charities with large or complex donor bases). Your most mission-shaping gifts may not require “more donors”—they may require a clearer view of when to start the right donor conversations. If you’re responsible for fundraising performance, pipeline health, or strategic growth, join us to see how a liquidity-event strategy can elevate your major gifts program with actionable, donor-centered precision.

Watch the video to learn how advancement leaders are using liquidity-event insight to uncover and close more transformational current gifts of assets.