Built for Major Gifts: Structuring Small Shops to Win Big

Track: Relationship Management

Session Number: 1027
Date: Thu, Aug 9th, 2018
Time: 3:00 PM - 3:30 PM

Description:

Small fundraising departments can have an outsized impact—if they are optimized for major gift operations. What are the best practices for portfolio and relationship management, and how can small teams ensure their major gifts efforts are structured for maximum return? Sharing a success story from North Central College in Naperville, Illinois, the presenters will tackle these questions, outlining concrete steps development departments can take to increase efficiency and engage the right prospects.
From conducting data analysis and stepping up qualification to rebalancing portfolios and implementing smart relationship management, this session will empower small shops to build transformative support with limited staff and resources. Attendees will leave with a toolkit for tuning up their major gift activities, including five actions they can take over the next month.
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: 1. Attendees will learn what steps they can take to evaluate and rebalance their major gift portfolios.
Learning Objective #2: 2. Attendees will learn what relationship management practices contribute to an effective major gift program.
Shop Size: Small
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: RM:Competency 7: Portfolio Management
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: 1. Attendees will learn what steps they can take to evaluate and rebalance their major gift portfolios.
Learning Objective #2: 2. Attendees will learn what relationship management practices contribute to an effective major gift program.
Shop Size: Small