Workshop: Optimizing Gift Officer Performance

May 19 & 20, 2021 from 1-5:00pm ET (Online)

Overview


For the annual fund, just as any fundraising effort, the majority of the money raised will come from a relatively few number of leadership donors. Identifying the prospects who have the highest capacity and inclination—and then engaging and soliciting them in a highly personalized way—will increase the likelihood that they will make a leadership gift and continue to remain involved and supportive in the future. 

Join us on May 19th and 20th for a two-day interactive workshop that will help you learn how to become an effective frontline gift officer and increase leadership giving to your annual fund. 

Participants will have an opportunity to:

  • Discover the most effective techniques in annual fund leadership gift fundraising
  • Participate in skill-building exercises and focused small-group discussions
  • Network with peers to share examples, ideas, and experiences
  • Obtain workshop handouts and other materials
  • Earn CFRE credit
  • And more!

This event is ideal for frontline gift officers and program directors who wish to improve their ability to engage donors and solicit annual fund leadership gifts for their institution.

  • Save $200 when you register by April 16th
  • AGN Members save an additional 20%
  • Receive further discounts when registering multiple attendees from one institution

 

Program

(all times are EDT)


Day 1

12:50pm - Workshop Sign-In Begins

1:00pm - Welcome/Overview of the Day

1:15pm - Setting Goals

Learn how to establish the right goals and how to use them to stay focused and productive as a gift officer.

2:00pm - Small Group Breakouts

Engage in small group activities and discussions with colleagues to talk through issues, exchange ideas, and participate in skill-building exercises.

2:45pm - Break (30 minutes)

3:15pm - Identifying & Managing Prospects

Find out how to determine an individual's gift capacity, interests, and inclination, and how to use that information to develop an effective prospect outreach plan.

4:00pm - Small Group Breakouts

Engage in small group activities and discussions with colleagues to talk through issues, exchange ideas, and participate in skill-building exercises.

4:45pm - Test Your Knowledge/Wrap-up

 

Day 2

12:50pm - Workshop Sign-In Begins

1:00pm - Welcome Back

1:15pm - Preparing for Meetings

Explore how to get ready and organized before you meet with prospects.

2:00pm - Small Group Breakouts

Engage in small group activities and discussions with colleagues to talk through issues, exchange ideas, and participate in skill-building exercises.

2:45pm - Break (30 minutes)

3:15pm - Meeting with Prospects

Discover how to make the most of your interactions with prospects—whether virtual or in person—and how to effectively solicit them for annual fund leadership gifts.

4:00pm - Small Group Breakouts

Engage in small group activities and discussions with colleagues to talk through issues, exchange ideas, and participate in skill-building exercises.

4:45pm - Test Your Knowledge/Wrap-up

Faculty


Amanda Lazarus | Brown University

Amanda Lazarus is the Director, Annual Leadership Giving at Brown University, where she leads the team focusing on leadership annual giving. Amanda specializes in volunteer management, strategic planning, and managing the pipeline of annual leadership prospects. Previously, she led parent and alumni fundraising efforts at Portsmouth Abbey School and The Wheeler School. She also served as the Associate Director of Annual Giving Strategy & Operations at Tufts University. Amanda holds an MA in History & Museum Studies from Tufts University and a BA in History & Anthropology from Bowdoin College.

 

Joshua Nay | University of Pennsylvania

Josh Nay is the Director, Class Giving and Reunion Programs at University of Pennsylvania, where he has been involved in various aspects of class giving for 7 years. Previously, he led volunteer engagement efforts at Villanova and held progressive positions at Sigma Nu Educational Foundation. A longtime volunteer with Boy Scouts of America, Josh holds an MS in Nonprofit Leadership from University of Pennsylvania and a BA in Museum Studies from Gettysburg College.

 

Durice White Galloway | Arcadia University

Durice White Galloway is the Associate Vice President for Alumni Engagement and Annual Giving Strategies at Arcadia University, bringing over a decade of experience supporting alumni engagement, annual giving, alumni communications, and major giving. Prior to Arcadia, she served in leadership roles in advancement and alumni engagement at the University of California – San Diego, Duke University’s Sanford School of Public Policy, and Elon University. A driving force in Durice’s work is her personal grounding in justice, equity, diversity, and inclusion practices, ensuring that all alumni are represented and belong as active members of their institution's community. A member of CASE’s Alumni Relations Commission, Durice received both her undergraduate and graduate degree from Elon University.

 

Dan Allenby | Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for over 25 years to improve their fundraising results. An internationally-recognized expert on annual giving, he is the recipient of CASE’s prestigious “Crystal Apple” award for teaching excellence. His book – Ideas for Annual Giving – offers designs for helping organizations increase their levels of sustainable philanthropic support. Dan served as the assistant vice president for annual giving at Boston University during its $1 billion capital campaign, and previously led fundraising and marketing programs at Tufts University, Georgetown University, and the National Geographic Society. He served on the faculty for CASE’s Summer Institute in Educational Fundraising, and chaired its Senior Annual Giving Professionals Conference and Annual Giving Workshop for five collective terms. Dan holds a B.A. in History from James Madison University and an M.B.A. from Boston College.

For more information about this workshop, please contact us at 888.407.5064 or [email protected].