Frontline Fundraising in a Virtual Environment


Frontline Fundraising in a Virtual Environment


Table of Contents




Jessica Cloud, CFRE
Vice President of Advancement, Starr King School for the Ministry

Course Highlights

  • 60 min of video instruction 
  • Downloadable resources

Course Details

Released 05/28/2020

The transition to an all-online working environment has presented challenges for major gift officers accustomed to building donor relationships face-to-face. Things that usually feel intuitive, like structuring communication touchpoints and knowing what to say and what tone to strike, are now much more difficult. But there are ways to continue to be proactive and build relationships in ways that feel authentic and further fundraising goals.

This training has been designed to help you address both mindset and action around frontline fundraising in today’s context. From discovery calls to solicitations to donor stewardship, our expert instructor will help you understand how you need to be thinking about these critical touchpoints during COVID and offer creative ideas to translate them into action.


Who Should Attend

Major and planned gift officers, those in leadership annual giving, and anyone managing frontline fundraisers will benefit from this webcast.



This recording will cover how you can adjust both your mindset and approach to the following daily fundraising tasks:

  • Restructuring communication touchpoints
  • Making discovery calls
  • Continuing solicitations in ways that feel authentic and respectful
  • Thanking donors
  • Attaining fundraising metrics and goals

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.