Transitioning Leadership Annual Donors to Major Donors

(Retired)

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

 

Resources

Download the presentation slides (PDF)
Download the presentation slides (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.