The Great Wealth Transfer isn't coming. It's already in motion.
As trillions in generational wealth begin to change hands, advancement teams are facing both an incredible opportunity—and a major challenge. Those who prepare with the right strategies and tools can build lasting relationships and secure transformational gifts. Those who don’t may miss out on the most significant planned giving moment of our time. Traditional prospecting methods weren't built for this shift. But Education Cloud is. Join Sleek and Salesforce’s Chris Clark to explore how advancement teams are adapting with forward-thinking strategies powered by AI, Agents, analytics, and Education Cloud.
We’ll break down how to:
✅ Uncover new planned giving prospects using enriched data and new analytics
✅ Prioritize and segment with new intelligence built for legacy planning
✅ Align your team with better planning, pipeline visibility, and reporting
✅ Be proactive with new workflows and alerts
✅ Tap into Education Cloud’s new tools and analytics reshaping Gift Planning strategies
Whether you're focused on Baby Boomers or planning for the next generation of donors, this session will help you move with clarity, confidence, and the tech to back it up.
📅 Wednesday, August 20th
🕜 1:30–2:15 PM ET
💻 Free to attend
Webinar Hosts
Chris Clark - Director of Product Management, Salesforce
Chris is part of a team of passionate product leaders co-creating data and AI solutions for educational institutions. With over 27 years of experience in fundraising and finance, he brings a unique, practitioner-informed perspective to the product development process. A lifelong learner, Chris is also actively studying artificial intelligence to stay ahead in a rapidly evolving space.
Sabre Leek - Sleek CEO
Sabre Leek is the founder of Sleek Consulting with more than 20 years of direct consulting experience working with higher education institutions and non-profits across the country. Sabre's background includes 25 years of experience in fundraising operations including Director and Executive positions. Sabre specializes in supporting the needs of fundraisers and implementing complex systems utilizing Best Practices approach. Sabre Leek and the senior consultants working with Sleek Consulting have created customized solutions for more than 150 small, medium, and large higher educational and non-profit organizations over the past fifteen years.