Practice and improve your solicitation skills as a frontline fundraiser.
This highly interactive conference is designed for those who need to quickly train staff who are tasked with frontline fundraising responsibilities, including gift officers, academic leaders, and/or volunteers, in order to achieve greater fundraising success. This program is a great fit if you want to train a group of people and are looking for an approach to fundraising that is both more successful and rewarding. This workshop:
- Immediately impacts fundraising results
- Provides a more strategic and successful approach to identifying prospects and cultivating donors
- Is highly practical and skills-based and can get those new to philanthropy and frontline fundraisers up-to-speed fast
Great fit for all skill levels
This material is beneficial for both new and experienced frontline fundraisers, as well as academic leaders and fundraising volunteers who want to improve or refresh solicitation skills. Whether you focus on annual giving, major giving, principal giving, or planned giving, you will leave with increased confidence in your calls, visits, asks, and portfolio management skills.
8:30 a.m. - 6:15 p.m.
We will detail how to best plan your calls and visits by utilizing the following tactics:
- Matching a prospect’s interests to your institution
- Engaging and involving the prospect
- Determining the proper ask amount, project type, and interest area
- Preparing for the ask with “the five W’s”
The initial outreach you make on the phone, or through other means, will establish the tone for your ongoing interactions with your prospect, making it one of the most crucial points in the philanthropic process. This session will cover:
- What information you need to make a successful first outreach
- Tips for securing an initial appointment, including moving through gatekeepers
- Phone call scripting and planning your calls
- Managing conversations and transitioning them to be most effective
- Conversations that lead to productive visits
The previous session will resume with content, and will include time for role playing and practical application.
Once you have mastered the cold call and understand how to lead productive visits, you will learn how to identify top prospects from a sample portfolio using our expert facilitator’s techniques. Just as critical as uncovering your top prospects, you will gain strategies to remove inactive leads from the portfolio to better focus your fundraising time and effort.
This informal reception is your chance to decompress, have a drink on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, which means you will have the opportunity to meet your peers and our speakers face-to-face.
8:30 a.m. - 3:30 p.m.
Making a compelling ask and closing a solicitation are often the most daunting and stressful moments in the career of a fundraiser. The ask must be framed in a way that compels your donor to jump into action and support your institution. In this interactive session, you will practice the intricacies of making the ask. Learn how to:
- Use the cultivation process to naturally build to the ask
- Create a conducive environment for a successful ask
- Script and role-play to move the process forward
Too often, development officers get stuck in the transitional pieces of the donor cycle—unable to smoothly move prospects through cultivation, solicitation, and stewardship, which would subsequently upgrade them to the next giving level. Learn how to assess and develop strategies for your portfolio of donors by focusing on:
- The right questions to ask and when to ask them
- Identifying prospects who need to be upgraded or downgraded
- Tactics for moving donors through each stage of the solicitation cycle
In this final session, you will assess and synthesize the strategies and practices worked on over the previous two days, outlining your key takeaways and new techniques that you will be able to implement.
Kathy Drucquer Duff
Founder, KDD Philanthropy
Kathy is an executive advancement officer with over 20 years of experience helping non-profits and institutions transform the way they practice philanthropy. Kathy provides this expertise from her experience in higher education, where she developed fundraising plans that have secured gifts of up to nine figures. Read Kathy's full bio.
Purchase the conference binder, which includes all presentation slides, worksheets, action plans, and additional resources.
Note: Conference attendees do not need to purchase materials separately.
Questions About the Event?
Program Manager, Academic Impressions