Learn what to say and how best to say it by exploring the practices of inquiry and authentic curiosity.
Discovery work is an essential part of the fundraising process because it's your first access point to learning how to optimize a potential donor's philanthropic interest. Refreshing your approach and strategy, especially considering the digital environment, is a great way to continue to gain confidence in your ability to be conversational as a fundraiser. The ability to ask insightful questions that keep prospects and donors talking and sharing will ultimately lead you to align your donor with the best possible opportunity for their philanthropy goals.
Join us in this online training to deepen your skills around discovery work and improve upon your first impression as a representative of your organization. Gain confidence as you go into conversations with donors; you'll walk away with the right questions to ask to build trust and get to know your donors more intimately.
Who Should Attend
This training will be beneficial for:
- New gift officers beginning to work with donors.
- Seasoned gift officers who want to refine and hone skills in discovery.
- Development professionals who either want to build their donor pipeline or would like to explore a career in frontline fundraising.
1:00 - 2:00 p.m. Eastern
Our expert instructor will present on the art of discovery work by covering the following considerations:
Initiating Memorable Conversations with Donors
Knowing what has worked and what hasn’t when calling and connecting with donors for the first time through trust-building, emotional intelligence, active listening, and gratitude. Learn the importance of settling into the right mindset when making first impressions and how to create a unique and memorable experience for donors.
Mastering Key Questions to Unlock Deeper Conversations
Discovery work is about building trust and gathering information to qualify donors. By practicing authentic curiosity, the type of questions you ask will lead to success in accomplishing both. Learn what specific questions you can use when you meet people for the first time and what specific open-ended questions unlock deeper conversations with your donors.
Structuring Natural Follow-Ups to Advance Relationships
Once you start to gather the meaningful information you have sought, understanding how to utilize it will determine how you advance the donor relationship. Learn thoughtful ways to create and structure follow-ups that feel natural for the donor and you. Walk away with skills that will bring donors closer to your organization.
Philanthropic Advisor, University of Colorado Anschutz Medical Campus
Lauren refers to frontline fundraising as a “calling.” She brings her passion for education around the “how-to” of this work through her personal experiences transitioning to frontline fundraising. In her current role at the University of Colorado Anschutz Medical Campus, she builds meaningful relationships with alumni and community members who want to make a difference through their philanthropy. Prior to CU Anschutz, Lauren managed Cleveland Clinic’s direct mail program and worked in advancement and communications at The Ohio State University.
What You Get
Get the live webcast and the recording for one price.
Get access to live webcast including Q&A.
Receive permanent and unlimited access to recording.
Download speaker slides and supplemental materials.