Leadership Gift Officer Workshop

July 11, 2023 11:00am-4:30pm ET

Overview

This event has been rescheduled from its original date of June 22nd.


Technology has created many new opportunities for gift officers - especially those who work in annual giving - to discover, cultivate, and solicit leadership gifts more effectively. Through virtual meetings and digital tools like email, text, and video, gift officers are empowered to develop more personal connections and meaningful relationships. Engaging donors in this way, while also incorporating in-person meetings when appropriate, will help to keep them connected to the institution today and increase the likelihood that they will remain supportive and giving for years to come.

Join us on Tuesday, July 11th for an interactive online workshop and learn how to use virtual and in-person techniques to become a highly productive leadership gift officer in an increasingly digital world.

Participants will have an opportunity to:

  • Discover the most effective techniques in virtual frontline fundraising 
  • 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 or experienced frontline gift officers - especially those who work in annual giving - who wish to improve their use of technology to discover, cultivate, and solicit donors more effectively.

  • AGN Members save an additional 40%
  • Receive further discounts when registering multiple attendees from one institution
  • Note: Only one person/login per institutional registration.

Program

(all times are EDT)


10:50am - Sign-In Begins

11:00am - Welcome/Overview of the Day

11:15am - Before the Meeting

Learn how to identify prospects, secure meetings, and prepare to visit with prospects virtually.

11:45am - Small Group Breakouts

Participate in focused discussions to address issues, practice techniques, and exchange ideas.

12:45pm - Break (15 minutes)

1:00pm - During the Meeting

Discover how to secure and conduct successful virtual visits with prospects and donors.

1:30pm - Small Group Breakouts

Participate in focused discussions to address issues, practice techniques, and exchange ideas.

2:30pm - Break (30 minutes)

3:00pm - After the Meeting

Find out how to follow up with prospects when the meeting is over so that they stay connected and engaged with the institution.

3:30pm - Small Group Breakouts

Participate in focused discussions to address issues, practice techniques, and exchange ideas.

4:20pm - Bringing It All Together

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

4:30pm - Workshop Ends

*Note: Only one person/login per institutional registration.

Faculty

Amanda Davis

Amanda has over 15 years of experience in annual giving and educational fundraising. She currently serves as the Foundation President & Chief Advancement Officer at the University of Missouri-Kansas City and has previously led programs at the University of Oklahoma Foundation, Oklahoma State University Foundation, and the University of New Orleans. Her other experience includes work with American Red Cross Southeast Louisiana Chapter. She holds B.A. in English and Sociology from the University of Missouri-Columbia and an M.P.A. from the University of Missouri - Kansas City.

 

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. 

 

Meredith Johnston

Meredith has over 20 years of experience in annual giving and educational fundraising. She currently serves as Vice President of Philanthropy at Scripps Research and has previously led programs at 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.

 

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.


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