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Monday, January 12, 2026
12:00 pm
- Wednesday, January 14, 2026
3:15 pm
EST

Leading Edge of Philanthropy Conference

January 12–14, 2026

The annual, invitation-only, conference for higher education clients and select friends in Fort Myers, FL.

We are excited to bring our clients and friends together again for a collaborative learning experience! This conference is tailored specifically for Chief Development Officers and Vice Presidents of Advancement.

Join us for three days of networking, collaboration, and sessions on building institutional resiliency through philanthropy.

You asked, and we listened! Attendees told us they wanted additional opportunities to network, so this year, the agenda is spread over three days instead of two, allowing for expanded networking breaks that foster more meaningful conversations and connections. We’re also introducing a brand-new post-conference social activity add-on, giving you even more chances to build relationships beyond the sessions.

Book your room at The Luminary Hotel & Co. with the discounted BWF rate until December 19, 2025.

As a first-time participant, I found the quality of the sessions very high. Many of those attending were at peer institutions, and that was helpful in discussing challenges we are all facing. 2025 Conference Attendee
BWF delivers! What a high-impact and actionable experience. 2024 Conference Attendee
The BWF team really thinks through all of the details. It is my favorite professional experience each year. 2025 Conference Attendee
The Leading Edge was a showcase of the depth BWF has to offer its clients. I took 15 pages of notes that are applicable to projects and priorities my shop’s working on right now! The icing on the cake was being in great company with fellow VPs and CDOs. Excited for next year’s conference! 2024 Conference Attendee
This is my favorite conference experience – I like the size, engaging with my fellow advancement leaders, and the combination of data/expertise from BWF and practitioners sharing their experiences. 2025 Conference Attendee
Exceptional experience. Exceeded my expectations. Wonderfully insightful to connect with colleagues from different sized institutions to share ideas and solutions. 2023 Conference Attendee

Location

Luminary Hotel & Co.
2200 Edwards Drive
Fort Myers, 33901 United States

Day 1: Monday, January 12, 2026

12:00 – 1:00 p.m.
Registration Open for Badge Pick Up
  • 1:00 – 2:00 p.m.
    Philanthropy in Focus: A Year of Disruption, Innovation, and Opportunity

    Philanthropy is shifting fast, and leaders can’t afford to fall behind. This session will highlight the most significant trends of the past year, from rising donor expectations to the push for greater nonprofit resiliency. We will examine how peer institutions are adapting to these pressures and share actionable insights to bolster capacity, guide resource allocation, and strengthen philanthropic pipelines. You’ll leave with a clearer view of today’s realities and the strategies to fuel future readiness.

    Speaker: Josh Birkholz, BWF

2:00 – 2:30 p.m.
Networking break
2:30 – 3:30 p.m.
Roundtables
3:30 p.m.
Day 1 Closing
4:00 – 5:30 p.m.
Welcome Social
6:00 p.m.
Dine Arounds

Day 2: Tuesday, January 13, 2026

8:00 – 9:00 a.m.
Breakfast
9:00 – 9:15 a.m.
Welcome
  • 9:15 – 10:15 a.m.
    From Promise to Impact: Leading Your Organization Through the AI Era of Fundraising

    AI is already reshaping how philanthropy engages donors and drives growth, but its true impact hinges on decisive leadership. In this session, we’ll cut through buzzwords and hype to show what’s actually working in fundraising today. See how leading institutions are using data and machine learning to uncover high-potential prospects, personalize donor experiences, reduce pipeline friction, and accelerate results. Gain a clear view of where AI is delivering impact, what opportunities are emerging, and how to lead your organization with confidence into an AI-driven future.

    Speaker: Alex Oftelie, BWF

10:15 – 10:30 a.m.
Networking break
10:30 – 11:30 a.m.
Roundtables
11:30 a.m. – 12:30 p.m.
Lunch
  • 12:30 – 1:45 p.m.
    Still Kicking: The Evolution and Power of Modern Campaigns

    The idea that comprehensive campaigns are “dead” is overstated, but they are evolving. Institutions are reshaping their approach by scaling mini-campaigns and weaving in non-financial goals like equity, engagement, and innovation. We will examine how to keep campaigns authentic, targeted, and aligned with the mission while tapping into emerging donor motivations. You’ll leave equipped to design campaigns that resonate in today’s philanthropic climate and inspire deeper, more meaningful commitments.

    Speakers: Jeff Hilperts, BWF
    Additional speakers to be announced.

1:45 – 2:15 p.m.
Networking break
  • 2:15 – 3:15 p.m.
    Donor Counts CAN Go Up: Reigniting the Everyday Donor

    The myth that declining donor counts are inevitable is causing long-term damage to your pipeline. Rejecting this notion, BWF worked with annual giving teams in FY25 and increased donors by an average of 8.3%. We will look at how donor counts can go up and share examples of winning strategies to reverse the recent trend. Explore methods for forging meaningful engagement through storytelling, digital experiences, and community-centered outreach. You’ll leave equipped with concrete approaches to reverse donor attrition and nurture broader, more inclusive donor communities that reinforce your institution’s financial health.

    Speaker: James Barnard, BWF

3:15 p.m.
Day 2 Closing
6:00 – 8:00 p.m.
Dinner (transportation from the hotel provided)

Day 3: Wednesday, January 14, 2026

8:00 – 9:00 a.m.
Breakfast
  • 9:00 – 10:00 a.m.
    The Transformational Few: Unlocking the Power of Principal Gifts

    Principal gifts mark the line between incremental progress and true transformation. Aligning institutional vision with donor priorities can unlock investments that reshape your future. We will examine sharper strategies for identifying the right prospects, engaging donors through complex decision-making, and deploying creative approaches to asset transfer. We will also highlight stewardship practices that not only sustain donor commitment but also reinforce long-term institutional resilience. You’ll leave with a clearer path to securing the kind of investments that change everything.

    Speaker: Michelle Green, BWF

10:00 – 10:30 a.m.
Networking break
11:30 a.m.
Conference Closing
11:30 – 12:00 p.m.
Pre-Tour Lunch Add-On: Edison & Ford Winter Estates Tour (ticket required)
12:00 – 2:30 p.m.
Post-Conference Add-On: Edison & Ford Winter Estates Tour (ticket required)

Post-Conference Add-On: Edison & Ford Winter Estates Tour

Extend your conference experience with a special post-conference activity on Wednesday afternoon. Following a brief lunch, join fellow attendees for a private guided tour of the historic Edison and Ford Winter Estates. Explore the former homes of Thomas Edison and Henry Ford, along with the research lab, expansive botanical gardens, and museum.

Your ticket includes lunch, round-trip transportation to and from the estates, a private guided tour (approximately one hour), and admission to the museum and lab, where you’ll have an additional hour to 90 minutes to explore at your own pace.

Tickets are limited. Get yours!

Learn more about the Estates.

Ford Winter Estates Tour
To ensure the best possible event, the activity may be adjusted or canceled if registration numbers are low. If cancellation occurs, all registered participants will receive a refund.


If you have questions about the event, please contact events@bwf.com.

Event Cancellation Policy

All cancellation requests must be made in writing to events@bwf.com. A full refund of the registration cost will be granted when the cancellation request is received 10 business days prior to the scheduled event. A 50% refund of the registration cost will be granted if the request is received between 9 and 5 business days prior to the scheduled event. No refunds will be granted if the request is received with fewer than 5 days prior to the scheduled event.

If the event is canceled by BWF, registrants may be extended a full refund (100%) of the registration cost. BWF accepts no responsibility for travel arrangements or any other actual or perceived loss due to the cancellation of an event.

By registering for this event, you acknowledge and accept these terms and conditions.