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

Ray Borkman

Major giving today is often about timing, not just capacity.

When a donor is approaching a liquidity event—like a business sale or real estate transaction—the right conversation at the right moment can unlock a transformational gift of appreciated assets. But only if your team has the insight to act in time.

Join us on April 30 at 1:00 PM ET for an executive-level strategy session designed for advancement leaders who want to move from reactive planned giving to proactive, donor-centered asset-based giving.

In this webinar, Greg Ring (Co‑Founder, Philanthropy Architects) joins Lawrence Henze (Senior Principal Analytics Architect, Blackbaud) to explore how organizations are using liquidity-event insight—powered by Blackbaud ResearchPoint—to identify likely business and real estate sales and engage donors earlier and more strategically.

You’ll learn:

• A leadership framework for acting before the liquidity window closes
• How the liquidity-event query works in practical terms
• Real-world examples tied to business and real estate sales
• How to operationalize this across major gifts, prospect research, and planned giving
• Ways to tailor the approach by organization type, including higher education, healthcare, faith-based, and other complex fundraising models

Your most mission-shaping gifts may not require more donors—just a clearer view of when to start the right conversations.

👉 Save your seat:https://blackbaud.registration.goldcast.io/webinar/abf7880d-26bc-4d6b-a997-795b579cef94

What questions do you have about liquidity events, major gifts strategy, or using data to drive more timely donor engagement? Share them below—we’d love to discuss.

@Lawrence Henze @Michael Quevli