Transitioning Leadership Annual Donors to Major Donors

(Retired)
Retired course gerneric thumbnail

Transitioning Leadership Annual Donors to Major Donors

(Retired)

Table of Contents

Overview

Learn how to steward your leadership donors to the next level.

Agenda

  • 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
    • Beyond qualification: Identifying who manages the relationship
  • Stewardship Techniques to Effectively Manage and Transition Leadership Donors
    • Engaging donors in continuous conversation
    • Developing a unique stewardship program for leadership donors
    • Utilizing tools to gather vital information to strategically build your relationship

Tagged In

Annual Giving Major & Planned Giving

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.