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Major Gifts: Developing a Strategic Plan for Every Donor in Your Portfolio

Earn CEU’s toward your CFRE!


LUNCHEON - 11:30a - 1:30p
Major Gifts: Developing a Strategic Plan for Every Donor in Your Portfolio

WORKSHOP (optional add-on) to follow Luncheon at 2:00 - 3:30p
Major Gifts: How to Identify Partnerships for a Successful Solicitation

LUNCHEON: Major Gifts: Developing a Strategic Plan for Every Donor in Your Portfolio
This nuts-and-bolts session will teach you how to harness the interest and capacity of your donors to propel you towards a successful major gift solicitation. Whether your portfolio is brand new or more seasoned, using a series of progressively more detailed and specific questions will significantly advance your work with donors. So that you can put these strategies into practice immediately, please have in mind two potential donors that you know well, and two that you don’t know well when you attend this session. Heather Coleman Trippel is the Associate Dean of External Relations at the Stanford Graduate School of Education with a specialty in building Major Gift Portfolios.

WORKSHOP (optional add-on): Major Gifts: How to Identify Partnerships for a Successful Solicitation:
Are there people outside of your organization with whom you need to create a partnership, like an attorney, a financial advisor or the donor’s children? And, who are the best partners among your colleagues? When will it be appropriate to introduce your prospect to a leader of your organization? As a final step, you will review what you know, and don’t know about your potential donor, and design a goal statement, complete with a timeline and the next steps necessary to realize it.

Thank you to our luncheon sponsor, Winchester Mystery House!

Luncheon Fees:
$35 AFP Members
$50 Non AFP Members

Workshop Fees: (optional add-on)
$25 AFP Members
$30 Non AFP Members

Join us for the luncheon and workshop!

*** Please note, a $10 fee will be added to walk-in registrations. To avoid this fee, please register and pay by the RSVP date***

When Tuesday, May 16, 2017 11:30 AM  -  3:30 PM
Where Biltmore Hotel & Suites
2151 Laurelwood Road
Santa Clara, California 95054 

View Event Summary

Registration Deadline Thursday, May 11, 2017

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