Workshop: Leadership Gift Officers
*Note: Only one person/login per registration.
Overview
The role of a gift officer is to qualify, cultivate, solicit, and steward leadership donors on behalf of your institution. One of the best ways to do this is through individual meetings (both virtual and in-person) with prospects and donors. Understanding your role, and knowing what to do before, during and after a meeting, will not only help you to engage prospects in more productive conversations, but it will help to strengthen relationships, raise sights, and secure increasing levels of support for years to come.
Join us on Thursday, September 19th for an interactive online workshop and learn how to use virtual and in-person techniques to become a highly productive gift officer in an increasingly digital world.
Participants will have an opportunity to:
- Discover the most effective techniques in frontline fundraising today.
- Participate in skill-building exercises and focused small-group discussions
- Hear from experts and peers about their experiences, challenges, and successes
- Obtain workshop handouts and other materials
- Earn CFRE credit
- And more!
This event is ideal for new and more experienced gift officers who wish to improve their ability to qualify, cultivate, solicit, and steward donors more effectively.
Join Sessions
To participate in the live workshop sessions, please click here: Leadership Gift Officers. When a separate window opens in Zoom, please enter the password: LEADER224. 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 891 9887 4969. 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 (15min)
11:00 AM - 11:15 AM Eastern Time
Get an overview of the program and what you can expect from the day.
General Session - Understanding Your Role/Preparing for Meetings (30min)
11:15 AM - 11:45 AM Eastern Time
Develop an appreciation for the role of leadership gift officers, the importance of meeting with prospects, and how to get prepared.
Transition/Assignment (5min)
11:45 AM - 11:50 AM Eastern Time
Complete an exercise on your own while transitioning into your small group.
Small Groups - Planning Your Work (55min)
11:50 AM - 12:45 PM Eastern Time
Discover how other gift officers set goals, approach their work, and deal with challenges.
Break (15min)
12:45 PM - 1:00 PM Eastern Time
General Session: Meeting with Prospects (30min)
1:00 PM - 1:30 PM Eastern Time
Learn how to conduct successful meetings with prospects and donors.
Transition/Assignment (5min)
1:30 PM - 1:35 PM Eastern Time
Complete an exercise on your own while transitioning into your small group.
Small Groups - Making the Ask (70min)
1:35 PM - 2:45 PM Eastern Time
Practice soliciting leadership gifts by doing role play with peers.
Break (30min)
2:45 PM - 3:15 PM Eastern Time
General Session: Following Up After Meetings (15min)
3:15 PM - 3:30 PM Eastern Time
Find out what to do after a meeting to keep prospects and donors engaged.
Transition/Assignment (5min)
3:30 PM - 3:35 PM Eastern Time (5 min)
Complete an exercise on your own while you’re transitioning into your small group.
Small Groups - Stewarding Leadership Donors (40min)
3:35 PM - 4:15 PM Eastern Time (40 min)
Learn how to view the giving experience from your donor’s perspective.
Wrap-up/Bringing It All Together (15min)
4:15 PM - 4:30 PM Eastern Time
Hear key takeaways and words of advice from the workshop’s expert faculty.
Adjourn
4:30 PM Eastern Time
For more information, please contact us at 888.407.5064 or [email protected]
Facilitators
Erin Glidden
With more than 15 years of experience in fundraising and development, Erin Glidden responsible for providing analysis of the intuition’s donor base and pipeline. She has led programs at the South Dakota State University Foundation and the Mid-America Council of the Boy Scouts of America. Her other experience includes marketing and sports communication. She holds a B.B.A. and a certificate in entrepreneurship and marketing management from The University of Iowa Tippie College of Business.
Meredith Johnston
With over 20 years of experience in annual giving and educational fundraising, Meredith has led programs at Scripps Research, UC Riverside, UC San Diego, and Oklahoma State University. Her other experience includes leading teams through change, developing and leading comprehensive campaigns, and building strong teams while nurturing talent. She holds a B.A. in Literature from the University of North Texas.
Amanda Lazarus
With nearly 15 years of experience in annual giving and educational fundraising, Amanda has led programs at Brown University, Portsmouth Abbey School, and The Wheeler School. Her other experience includes work with the Council of Advancement and Support of Education (CASE) and service as the volunteer Fund Director for Bowdoin College. Amanda holds a B.A. in History & Anthropology from Bowdoin College and an M.A. in History & Museum Studies from Tufts University.
Michael O'Brien
With over 13 years experience in annual giving and alumni affairs, Michael O’Brien has led programs at Buckingham Browne & Nichols School ("BB&N") and Boston College High School. Michael’s other experience includes admissions, teaching, college counseling and international programs prior to working in development. Mike holds degrees from Boston College’s Lynch School of Education and Hobart & William Smith Colleges where he was a four-year member and team captain of Hobart’s lacrosse team.
Mae Parker
With more than 15 years of experience in annual giving and educational fundraising, Mae has led programs at Grinnell College and Earlham College, and is a past Co-Chair for STAFF (Sharing the Annual Fund Fundamentals). Mae holds a B.A. in Business and Nonprofit Management from Earlham College and an M.A. in Executive Development for Public Service from Ball State University. She also received a Certificate in Fundraising Management from The Fund Raising School at Indiana University.
Dan Allenby | Principal & Founder at Annual Giving Network
Event Materials
Please click on the links below to access the workshop materials and additional training tools.
General Materials
- Diagnostic
- Diagnostic (PDF version)
- LGO Planning Assignment Worksheet
- LGO Making the Ask Assignment Worksheet
- LGO Stewardship Assignment Worksheet
- Role Play Scenarios
- Participant List
- Leadership Gift Officer Workshop Slides
For more information, please contact us at 888.407.5064 or [email protected]