Transitioning Leadership Annual Donors to Major Donors


Transitioning Leadership Annual Donors to Major Donors


Table of Contents


Gain strategies for more effectively moving donors through your pipeline.




  • Evaluating and Managing your Leadership Donor Portfolio
    • Moving donors into, and upgrading within, your leadership giving levels
    • Effectively assessing and managing your leadership donor portfolio
    • Developing goals and strategies for leadership donors
      • Continuous leadership giving
      • Upgrading for higher level annual giving
      • Upgrading from leadership annual gift to major gift
    • Beyond qualification: Identifying who manages the relationship
  • Managing Productive Donor Visits
    • Determining visit expectations and goals
    • Using probing questions to build to a successful solicitation
  • Stewardship Techniques to Effectively Manage and Transition Leadership Donors
    • Engaging donors in continuous conversation
    • Developing a unique stewardship program for leadership donors
    • Tools to gather vital information to strategically build your relationship



Download the presentation slides (PDF)


Download the additional resources (PDF)


Download the leftover questions (PDF)


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.