Events

Gift Officer Masterclass: Relationship Building

When
8/6/2024 - 9/10/2024

Program

   
Description
The full series registration option includes all five sessions. If you do not want to register for the full course, then see the options below to register for the individual sessions.
Time
8/6/2024 2:00 PM - 9/10/2024 3:00 PM
8/6/2024 2:00 PM

You hear about them…but how do you do it? How do you, individually or as a team, build out specific, credible, inspiring, yet realistic metrics? This session will introduce a proven process and procedures that you can use immediately. We’ll discuss how goals and measurement lead to greater success, inspire confidence from leadership, and engage team members to own results.
Time
2:00 PM - 3:00 PM
8/6/2024 2:00 PM

No one likes it…that first call or meeting. We’ll discuss proven ways to get the appointment, goals for that meeting, and how to use the art of inquiry to set a successful path. This session will provide specific tactics, language, and scripts to help gift officers overcome concerns and fears.
Time
2:00 PM - 3:00 PM
8/13/2024 2:00 PM

They are interested…. Now what? How do you move a prospect toward an ask? How many meetings? Who else is involved? What does it sound like? After this session, gift officers will have a much better understanding of how to control the process and get prospects to a formal solicitation. We’ll discuss processes and methods, efficiencies, controlling the process, and when to bless and release prospects.
Time
2:00 PM - 3:00 PM
8/20/2024 2:00 PM

It is the great fear of so many…but it can be so easy! This session will talk about the importance of setting up a great solicitation—and then how to do it. We’ll discuss who should be involved, timing, and methods. But what is sometimes never discussed is the issue of actually closing. Learn some of the best philanthropic techniques about getting donors to say “yes!”
Time
2:00 PM - 3:00 PM
9/3/2024 2:00 PM

The gift is in…go ahead and celebrate! But wait: isn’t the best “next gift” from the people who have already given you donations before? YES! What happens in stewardship, either as an office or individually, can be the difference in a 2nd or 3rd gift. This session will show you a systematic approach as well as an individual’s efforts to steward donors right into their next gift.
Time
2:00 PM - 3:00 PM
9/10/2024 2:00 PM

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