This is a discussion-based event that will require all participants to share their insights and lessons learned. If you are a major gifts professional or manage a team of major gift officers, join us and come prepared to share your solutions, ideas, and perspectives.

11:00 a.m. – 2:00 p.m. Eastern Time

During this three-hour virtual training, you will discuss the following:

1. 1. Discovery work
      Discovery work has never been done virtually before the pandemic; in fact, it was widely considered taboo even to try it. Yet, shops were forced into virtual discovery work that unexpectedly led to success at many institutions. Learn what virtual discovery work practices shops are keeping—and discarding—as the major gift officer role moves into a new hybrid workforce model.

1. 1. Closing and documenting gifts
      Finalizing a major gift in person has always been the crowning moment that showcases the alignment of interests between the major donor and the institution. Most advancement shops had never imagined this work could be done virtually. However, some institutions over the past 18 months have closed the largest gifts in their histories, virtually. Learn from your peers how other institutions are approaching this practice. In what circumstances should closing and documenting gifts remain virtual, and when should it be in person?

1. Travel schedules
   Face-to-face, in-person meetings with major donors was a staple of the major gift officer role. That is no longer the case. Knowing that not every meeting needs to be face-to-face to be successful anymore, you will discuss how major gift officer travel schedules can be more strategic with your peers.