A Summer Playbook for Major Donor Stewardship
A Summer Playbook for Major Donor Stewardship
This webinar took place on June 30th and a recording is available.
This webinar took place on June 30th and a recording is available.
This recording is free to the public and available on-demand.
This recording is free to the public and available on-demand.
Here’s what you will learn:
Here’s what you will learn:
How to Right-Size Your Portfolio
Most fundraisers are spread too thin – managing too many donors and doing a mediocre job with all of them. Jim will walk you through the Capacity Formula so you know exactly how many major donors you can manage well, and why summer is the perfect time to revisit your portfolio (so your energy goes where it matters most).
Most fundraisers are spread too thin – managing too many donors and doing a mediocre job with all of them. Jim will walk you through the Capacity Formula so you know exactly how many major donors you can manage well, and why summer is the perfect time to revisit your portfolio (so your energy goes where it matters most).
A Practical Stewardship Playbook
Stewardship isn't just reporting meetings. It's everything you do between Asks to make the next Ask simple. Jim will share simple stewardship tactics you can use this summer – from site visits to board member calls to showing up at the right moment.
Stewardship isn't just reporting meetings. It's everything you do between Asks to make the next Ask simple. Jim will share simple stewardship tactics you can use this summer – from site visits to board member calls to showing up at the right moment.
How to Set Up Your Year-End Asks Now
The best time to figure out what you're asking your major donors for isn't the week before your major donor Ask meeting. It's now. Jim will walk you through the Major Donor Magic Formula so you know exactly how much to ask for – and how to start positioning those conversations before the fall rush starts.
The best time to figure out what you're asking your major donors for isn't the week before your major donor Ask meeting. It's now. Jim will walk you through the Major Donor Magic Formula so you know exactly how much to ask for – and how to start positioning those conversations before the fall rush starts.
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