Transitioning Annual Donors to Major Donors

Recorded On: 03/13/2018

OVERVIEW

Regular annual fund donors are some of the best major gift prospects. But their annual support shouldn't end when they decide to make a major commitment. When the time is right to solicit someone for their first major gift, it's important to plan and collaborate across the entire organization. Doing so will ensure that your institution has a healthy pipeline of major donors and a reliable source of annual support for years to come.

Register now to learn how to successfully transition annual donors to major donors.  

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

  • Guidelines for understanding the distinct - and common - mechanics and goals of annual and major giving efforts
  • Methods for communicating internally about prospect cultivation and solicitation plans
  • Tips for talking with donors about their first major gift and making the case for their continued annual support
  • Strategies for stewarding donors for annual and major gifts simultaneously
  • Examples from other institutions, and more!

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Laura Tepper

With more than 15 years of experience in annual giving and educational fundraising, Laura has led programs at the University of Pennsylvania Graduate School of Education and the University of Pennsylvania Carey Law School. Her other experience includes work as an attorney for the City of New York and Update Legal. Laura holds a B.A. in American Studies from Mount Holyoke College and a J.D. from Brooklyn Law School.

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On Demand Training
Select the "View On-Demand Recording" button to begin.  |  75 minutes
Select the "View On-Demand Recording" button to begin.  |  75 minutes