Texting about meeting times with major donors. Sending pictures of the progress of Capital Projects to the named donors of buildings. Retweeting the news about a donor’s recent recognition dinner to celebrate their continued support.
There are so many new methods gift officers use to manage their work, relationships and time. And greater pressure than ever is on gift officers who are soliciting donors who are more savvy, more demanding, and giving a greater percentage of dollars than ever before. Yet somehow, we are still managing performance and portfolios the same way we have since the 1980s.
In his recent book “Managing Major Gift Fundraisers: A Contrarian’s Guide”, David Lively wants to “tip sacred cows” and open a new conversation about how to best incentivize fundraisers.
Join the Gonser Gerber Institute for this webinar, hosted by Charlie Shepard, senior consultant at Gonser Gerber, and featuring David Lively and David Nacol, from Northwestern University, as we explore a different approach to measuring outcomes, and enhancing our prospect management practices so that our best prospects are engaged and moving toward a proposal.
Topics we will cover include:
- A new approach to managing prospect portfolios
- New methods to incent fundraisers to get to a gift proposal instead of endless touches or visits that don’t result in an ask
- Organizing the major gifts work and the management calendar
- Hiring and onboarding new major gift fundraisers
- Better ways to make fundraising projections that are accurate and make sense to advancement leaders
- Improved metrics that make outcomes matter more than activities
The cost for this Gonser Gerber Institute webinar is $295 per institution, which allows your entire team to participate in the same program. If you are a current Gonser Gerber client, the cost is $145 per team. You will also receive a copy of the presentation and a recording of the webinar with your registration.
Who Should Attend?
Senior-level Advancement Professionals – Strategic resources for senior-level leaders.
Mid-level Advancement Professionals – For staff who already know the basics and need to refine skills in defined areas.
New to Advancement – For professionals new to the advancement profession – whether this is your first job or you’re a workforce veteran.
- Presidents, Heads, and CEOs
- Campaign Volunteer Leaders
- Chief Advancement Officers
- Development Directors
- Annual Giving staff
- Major Gift and Planned Giving staff
- Alumni/Constituent Relations staff
- Prospect Researchers
- Campaign staff
David Lively is the senior associate vice president of alumni relations and development and campaign manager at Northwestern University, where he oversees a 60-member team responsible for principal gifts, regional and international major gifts, gift planning, and campaign planning. With nearly 25 years of experience in higher education advancement, Lively has successfully directed development strategies across five comprehensive fundraising campaigns, and in his current role manages We Will. The Campaign for Northwestern, a $3.75 billion fundraising campaign. Previously, Lively served as associate vice president of alumni relations and development for schools and programs at Northwestern, and in the late-1990s, he served as associate director of development at the law school during the University’s prior campaign.
Prior to rejoining Northwestern in 2012, Lively served as vice president of development at DePaul University. During his nine-year tenure at DePaul, Lively held several positions, including senior director of development at the Driehaus College of Business and director of special gifts. Before DePaul, Lively worked as director of annual giving and director of law development at the University of Denver. He began his development career at the University of Colorado Foundation, Inc. as the phonathon director in the office of annual giving.
Lively earned a bachelor’s degree in history from Southern Methodist University, a master’s degree in history from Colorado State University, and an MBA from the University of Denver. He resides in Winnetka, Illinois with his wife Elizabeth and their two daughters Zoe and Cate.
David Nacol has served as Executive Director of Development at Northwestern University since January 2015. David oversees the alumni relations and development operations for several university priorities: Financial Aid, Interdisciplinary Research Centers, the McCormick School of Engineering and Applied Sciences, and the Judd A. and Marjorie Weinberg College of Arts and Sciences. Prior to this position, David served as the Senior Director of Development for Weinberg College of Arts and Sciences. In this role, he led Weinberg College through the launch of Northwestern’s $3.75 billion comprehensive campaign, We Will. The Campaign For Northwestern.
Over his fifteen plus years at Northwestern, David has held several roles, including Northern California Regional Director of Major Gifts, Chicago Metropolitan Area Associate Director and Assistant Director of Major Gifts, and Assistant Director of Students and Young Alumni in the Office of Annual Giving. David was awarded his B.A. in History from Northwestern University in 2002. David resides in Evanston, Illinois with his wife Kathryn, a 2007 graduate of the Pritzker School of Law, and their two sons Isaac and Arthur.
Charlie Shepard, Senior Consultant at Gonser Gerber, provides development consulting services to non-profit organizations, including developing and strengthening Boards, gift programs, campaign planning and execution, advancement team building, and other aspects of institutional advancement. Prior to joining Gonser Gerber, Charlie served the Advancement field for more than 18 years, with his most recent position as Vice President for Institutional Advancement at Asbury University in Kentucky and The University of Findlay in Ohio.
Senior Associate Vice President of Alumni Relations and Development and Campaign Manager at Northwestern University
Executive Director of Development at Northwestern University
Senior Consultant at Gonser Gerber