Key Considerations for Strengthening Prospect Management and Gift Officer Collaboration

Last updated August 5, 2022
Two people shaking hands

Key Considerations for Strengthening Prospect Management and Gift Officer Collaboration

Last updated August 5, 2022

Table of Contents

Introduction
20:20 CLosed lock icon
Leading with Empowerment
37:44 CLosed lock icon
Using Strategic Questioning Throughout the Donor Cycle
13:34 CLosed lock icon
Putting it into Practice and Q&A
32:38 CLosed lock icon

Improve your leadership of Advancement Operations staff to move toward portfolio optimization.

Overview

The relationship between prospect managers and gift officers is critical for portfolio optimization in advancement shops. It is the responsibility of advancement leaders to assess and strengthen collaboration between these roles in order to have a high-performance team that is able to strategically engage with donors.

Join us as Cheryl Cerny, Associate Vice President for Advancement Operations and Campaign Director at Worcester Polytechnic Institute, discusses how empowering prospect management and fundraising staff and using strategic questioning throughout the donor cycle can have a positive impact on your donor relations experience. By reflecting on relevant examples and engaging in small-group discussion, you will walk away from this training with useful ideas and strategies for strengthening this important collaborative relationship in your shop.

 

Who Should Attend

This training is designed for advancement staff who directly or indirectly supervise gift officers and/or prospect management staff, or those with direct supervision of a donor relations team. If you are an advancement leader who is hoping to empower gift officers and prospect managers to help them achieve the best in their work, this training is for you.

Who should attend?

This training is designed for advancement staff who directly or indirectly supervise gift officers and/or prospect management staff, or those with direct supervision of a donor relations team. If you are an advancement leader who is hoping to empower gift officers and prospect managers to help them achieve the best in their work, this training is for you.

Agenda

October 19, 2022

12:00 – 2:00 p.m. ET

Leading with Empowerment

Empowering others to succeed is not as difficult as it sounds. In this section, our expert speaker will address the nuances of how advancement leaders support and collaborate with gift officers in ways that can drive empowerment and success. She will also explain how to avoid accidentally inciting the opposite result, because knowing the difference is crucial. You will walk away with specific and useful strategies you can use to empower your team.

Using Strategic Questioning Throughout the Donor Cycle

Asking questions is one of the most fundamental ways that we gather and process knowledge. In this section, you will tap into this innate process for strategy development and create opportunities for fundraising success by considering specific questions your gift officers can use during the donor cycle.

 

Putting It into Practice

WPI conducted a one-year pilot program to provide a high-tech, intuitive approach to prospect strategy development as well as a collaborative approach to engagement. As they embark on their second year of this work, our expert speaker will share success stories and helpful lessons learned so that you can begin to build your own strategy for strengthening this collaboration in your own advancement shop.

Tagged In

Advancement Services & Operations Donor Relations Major & Planned Giving

$595

 

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Cheryl Cerny

Associate Vice President of Advancement Operations and Campaign Director, Worcester Polytechnic Institute

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