Workshop: Frontline Gift Officer

Overview


Welcome to AGN’s Frontline Gift Officer workshop! This virtual event will take place online using Zoom and will begin on Thursday, June 9th at 11AM EST. You will be able to access each general session 5 minutes prior to its start time. To join the event, review the information and zoom links on the "Join Sessions" tab.


In any fundraising effort, the majority of the dollars raised will almost always come from a relatively small group of generous donors. That's why it’s so important to have gift officers on the front lines who can cultivate, solicit, and steward top prospects in a personalized way. Doing so will increase the likelihood that those donors will give at the highest levels this year, and will help keep them engaged and supportive for years to come.

Participants will have an opportunity to:

  • Discover the most effective techniques in frontline 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
  • And more!

If you need technical or customer support at any time prior to or during the event, please contact our dedicated support representative at 888.407.5064 or [email protected].

 

Join Sessions


To participate in a live session, please click below on the title of the session you wish to join. When a separate window opens in Zoom, please enter the password listed under the session title. Event audio is available via streaming (through your computer speakers) or you may listen over the phone by calling 929.205.6099 and entering Meeting ID 843 1649 6299. If you have any issues with the audio through your computer, we strongly advise you to dial in using the phone number.


Welcome/Overview of the Day
(Password: FrontGO22)
11:00-11:15 AM Eastern Time


Developing Portfolios
(Password: FrontGO22)
11:15-11:30AM Eastern Time

Learn how to develop and manage a portfolio of prospects and donors.


Small Group Discussions
(Password: FrontGO22)
11:30AM-12:00PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.

___________________________________________________________________________________________

Individual Reflection & Review

12:00-12:15PM Eastern Time


Meeting With Prospects
(Password: FrontGO22)
12:15-12:30PM Eastern Time

Discover how to secure and conduct successful meetings with prospects and donors.


Small Group Discussions
(Password: FrontGO22)
12:30-1:00PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Break

1:00-2:00PM Eastern Time


Making the Ask
(Password: FrontGO22)
2:00-2:30PM  Eastern Time

Find out how to execute effective face-to-face solicitations.


Small Group Discussions
(Password: FrontGO22)
2:30-3:00PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Evaluating Productivity
(Password: FrontGO22)
3:00-3:15PM Eastern Time

Examine ways to measure, analyze, and improve frontline gift officer activity.


Small Group Discussions
(Password: FrontGO22)
3:15-3:45PM Eastern Time

Engage in small-group discussions to talk about issues, share examples, and exchange ideas.


Bringing It Together/Wrap-up
(Password: FrontGO222)
3:45-4:00PM Eastern Time

Conclude the day with a summary of lessons learned and opportunities to continue learning.

 

For more information, please contact us at 888.407.5064 or [email protected]

Faculty


Amanda Davis  

Amanda is a leader in the field of educational advancement and an expert on direct appeals, leadership giving, and campaign management. With over 15 years of experience, she has led programs at The University of Oklahoma Foundation, Oklahoma State University Foundation, and the University of New Orleans. She holds B.A. in English and Sociology from the University of Missouri-Columbia and an M.P.A. from University of Missouri-Kansas City. Outside of work, Amanda enjoys watching classic cinema, traveling with her family, and watching the antics of her dogs. Her philosophy is that annual giving is the foundation of all giving.

 

Meredith Johnston  

Meredith is a leader in the field of educational advancement and an expert on direct appeals, leadership giving, and digital campaigns. With over twenty years of experience, she has led programs at Scripps Research, UC Riverside, UC San Diego, and Oklahoma State University. She holds a B.A. in Literature from the University of North Texas. Outside of work, Meredith enjoys reading, caring for animals, and camping with her family. Her philosophy is that data is your most valuable tool.

 

Josh Nay

Josh Nay is a leader in the field of educational advancement, with particular expertise in leadership giving and alumni engagement. For nearly two decades, he has led programs at the University of Pennsylvania, Villanova University, and the Sigma Nu Educational Foundation. Josh has a B.A. in Museum Studies from Gettysburg College and an M.S. in Nonprofit Leadership from the University of Pennsylvania. Outside of work, he enjoys spending time with his family, his Masonic involvements, and volunteering with the Boy Scouts of America. His philosophy is that it's all about people and how we make them feel.

 

Dan Allenby Principal & Founder at Annual Giving Network

Dan is an author, speaker, and consultant who has worked with educational institutions for more than 25 years to improve their fundraising results. An internationally recognized expert on annual giving, he is a CASE Laureate and recipient of the 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 has led annual giving and membership programs at Boston University, Tufts University, Georgetown University, and the National Geographic Society. He also 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. He holds a B.A. in History from James Madison University and a M.B.A. from Boston College. Outside of work, Dan enjoys spending time with his family, writing songs, and getting away to the beaches of Cape Cod. His philosophy is that success comes from focusing on what’s right in front of you.

Event Materials

Please click on the links below to access the workshop materials and additional training tools. 


General Materials


For more information, please contact us at 888.407.5064 or [email protected]