Transitioning Leadership Annual Donors to Major Donors


Transitioning Leadership Annual Donors to Major Donors


Table of Contents


portrait of Brian Daugherty


Brian Daugherty
Senior Vice President & Chief Philanthropy Officer
San Diego Humane Society

Course Highlights

  • 60m of video instruction
  • Downloadable resources

Course Details

Released 09/2019

Shrinking donor pipelines are a perennial concern for advancement shops. Even with a large group of annual leadership donors, successfully transitioning these donors to major gift prospects is an extended process that requires careful planning.

Learn portfolio management and stewardship techniques to successfully transition leadership donors into major gift prospects.

Better Steward and Transition Donors with These Additional Resources
Included in your registration is a packet of resources containing:

  • Conversation guide for productive meetings with donors
  • Stewardship plan calendar
  • Impact report examples for leadership annual and major donors
  • Survey for leadership annual donors

Who Should Attend
Leadership or major gift officers will learn how to successfully transition donors to major gift prospects.


  • Evaluating and managing your leadership donor portfolio
  • Managing productive donor visits
  • Stewardship techniques to effectively manage and transition donors

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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.