If you’re a leadership or major gift officer who wants to increase major gift prospects, this training is for you. Arrive prepared with questions specific to your stewardship strategy and your leadership donor portfolio. You will have the opportunity to ask questions and get feedback from our leadership expert throughout the program, as well as learn best practices from your fellow attendees.

11:00 a.m. – 2:00 p.m. Eastern

1. Assessing and Evaluating your Leadership to Major Donor Transition Strategy

Knowing when a leadership annual donor is prepared for an upgrade requires time in stewarding effectively, educating your donor thoroughly, setting expectations, and knowing how to use your time and resources for maximum impact. You will learn how to assess and evaluate the tools and processes at your disposal to identify what improvements are required for stronger and more genuine donor relationships.

2. Improving Your Stewardship Techniques to Effectively Manage and Transition Donors

After identifying the vulnerabilities within your transition strategy, you will need to understand the steps you can take to address them. To help you make the best decisions moving forward, we will explore how to develop effective stewardship programs specifically focused on building your relationship with leadership donors. Additionally, we will examine the key components of effective donor impact reports and provide a stewardship survey example to help you develop an ideal stewardship plan for your leadership donors.

3. Managing Productive Donor Conversations

The donor conversation represents the culmination of your efforts. After identifying where and how you can make improvements to your upgrade strategy, you must understand the complexities and nuance of making effective solicitations. In small group breakouts, you will have the opportunity to apply key talking points to mock conversations that will help you develop specific language for your future solicitations.