Institute for Annual Giving (Post-Conference Workshop Only)

Workshop: January 18, 2019 | 1:00 pm to 4:00 pm Eastern
Location: San Diego, CA


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Post-Conference Workshop: Front-Line Fundraising for Leadership Annual Giving

Annual giving programs are seeing a greater reliance on relationship-based fundraising. This workshop will teach you the front-line skills necessary to ramp up your front-line effort, including:

  • Planning calls based on prospect data, anchor appointments, and budget pressures
  • Tips for securing an initial appointment, including moving through gatekeepers
  • How to use the cultivation process to naturally build to the ask
  • The pros and cons of using a proposal or white paper during your solicitation process
  • Creating a conducive environment for a successful ask
  • Role-playing difficult scenarios