Date: June 8 – 10, 2021 · Time: 11 am – 12 pm central
Adding Virtual Techniques into our Advancement Plans
While more of us are moving back into our offices and dividing time between the workplace and home, activities over the last 16 months have forever changed the way that advancement and institutional leaders can do their work. We believe that virtual meetings, communications, events, and solicitations are an integral tool to engage constituents and build involvement with our programs. Not only can virtual connections facilitate engagement with constituents near and far and in greater numbers than ever before, they also can save valuable time and resources.
During Webinar Week 2021, Gonser Gerber is encouraging you to think about the ways you can incorporate virtual engagement into your plans permanently. Join us for one, two, or all three of these webinars.
Webinar Week is designed as a linked curriculum to enhance your knowledge and skills in key areas of importance. To engage fully in the topic, we offer multi-webinar registration discounts.
Best Value – Multi-Webinar Discount: Register for more than one program for a reduced fee of $100 per additional webinar (for clients) or a reduced fee of $200 per additional webinar (for non-clients).
For a Single Webinar: $145 (for clients) and $295 (for non-clients).
All webinar registrations allow your entire team the opportunity to participate in the program. You will also receive a copy of the presentation and a recording of the webinar(s) with your registration for later viewing.
Here are the programs we have coming up during Webinar Week 2021:
Faculty: Chad Jolly, Partner, Gonser Gerber
What we are hearing from our clients and colleagues is that the pandemic and work-from-home environment has been the perfect time to focus on making Discovery Calls to prospects who have been difficult to reach.
Discovery calls are an essential component to your Prospect Development System. These calls, part of a systematic approach to moving a prospect into a closer relationship with your institution, particularly for the purpose of achieving a major gift, are the first step in developing the most productive relationship possible between the prospect and your Institution.
The purpose of these calls are to rate prospects who are virtually unknown to the organization or for whom there is no certainty about financial capacity. They are focused on getting to know the prospect. Is there enough interest in the institution’s mission to propel a major gift? Is there capacity to fund a major gift? Is the prospect charitable?
Making these appointments, and prioritizing them in your already full portfolio, can be tricky and monotonous. While no one can disagree that they are critical to building your pipeline of donors, they are also not the easiest appointments to secure. It is imperative that these calls be productive once secured.
In this 60-minute webinar, Chad Jolly, Gonser Gerber partner, will review the critical importance of Discovery Calls, especially as part of a comprehensive prospect discovery program. He will explore how to best secure appointments, how technology is changing the discovery process and how the pandemic creates an opportunity to do this work in new and productive ways. Dr. Jolly will also provide samples and a proven approach that has served Gonser Gerber clients well over time.
Topics we will cover include:
- Elements of a Comprehensive Advancement Program
- What is a Prospect Development System?
- Virtual or In Person Discovery Visits?
- How to Get Discovery Appointments
- What to Discuss at Your Appointment
- After the Visit
- Managing Your Work
Presented by Jane Eaves and Jason McNeal, Ph. D., Partners, Gonser Gerber
In this time of hyper-communication, from news about the pandemic, protests against injustice, school and college stressors, to public health and safety concerns, engaging your constituents meaningfully is more important than ever. Virtual communications are so popular right now that not only grandparents are using Zoom, but great-grandparents are as well. Virtual messages, video addresses and virtual conversations have become an accepted way of communicating in a very short time. But it doesn’t come naturally to everyone and long-standing communications practices can be slow to change.
At Gonser Gerber, we believe that one way you can reach through the communication clutter is to establish direct constituent engagement with the leader of your organization. This connection between your chief executive and your constituents can be challenging to coordinate, strategize and maintain, but experience and research affirms that you will see greater engagement, stronger support, and happier donors because of it.
In this webinar, presented by Gonser Gerber Partners Jane Eaves and Jason McNeal, we will address emerging strategies designed to create stronger connections between leadership and constituents, key messages you should consider sharing, and the techniques and strategies to make it easier to get the most out of your CEO’s communication efforts.
Topics we will cover include:
- Proven strategies to engage groups and individuals virtually
- Messages to Inform, Inspire, and Engage
- Connecting with Donors, Prospects, Volunteers and Others
- Getting Your Messages Out There – Video, Social Media, Email
- Tips to Improve the Presentation of your Virtual Communications with your Leaders
Presented by Nancy Gray, Senior Consultant, Gonser Gerber
A critical role of your institutions President or CEO is their active role in managing a portfolio of prospects. These prospects are special, but they should also be treated like all the rest in your organization, with a prospect management plan moving them through the system of cultivation, solicitation and stewardship.
With the current climate of remote work and school and socially-distanced communities, it may be even more difficult for your President, who perhaps was already reluctant to solicit gifts, to make any progress with their prospects. Indeed, even seasoned gift officers are retraining themselves to find ways to connect and solicit virtually. But if we are not continuing to connect with these prospects and donors, we will lose them and their commitment to our mission and vision.
In this webinar, feature Gonser Gerber Senior Consultant and Former University President, Nancy Gray, we will explore the best ways to prepare your president for virtual solicitations. Join us to discuss the important role of your president in advancement, using the president’s time wisely, and moving prospects through their portfolio even in the most uncertain of circumstances.
Topics We Will Cover Include:
- Why the President needs to be soliciting virtually
- Steps to prepare the president and the prospect
- What virtual solicitations look like for your leaders
- Managing your president’s time and talent
- Supporting your president to inform, inspire, and engage
For other programs that are available for purchase, visit our On Demand webpage. This convenient option lets you watch a past program at a time that is best suited for you and/or your team. These programs are presented by Gonser Gerber partners, senior consultants, clients, friends and experts in the field.