Advancement teams that are intentional and consistent in the protocols they use to build their major gift portfolios report stronger constituent relationships, increased major gift invitations and higher gift revenue.
In this webinar, brought to you by Charlie Shepard and Walter Collins of Gonser Gerber, we will explore the key characteristics of a strong portfolio, share insightful tips for building high ROI major gift portfolios, and look at a helpful way to assess the productivity of your major gift program.
Topics we will cover include:
• organizational factors that influence portfolios,
• what’s the right portfolio size for my organization,
• what’s the right portfolio composition for my organization,
• constructing a portfolio based on capacity and donor readiness,
• and, assessing the productivity of portfolios.
The fee for this webinar is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time no matter where you are located. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
Who Should Attend:
This webinar is designed for gift officers who manage a portfolio of prospects, or institutions who want to develop a system of portfolio management that fits with their program. This could include major gift officers, campaign coordinators, chief advancement officers, development directors, planned giving staff, prospect researchers or campaign staff.
Charlie Shepard, Partner at Gonser Gerber, provides development consulting services to non-profit organizations in all 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.
Walter E. Collins, Senior Consultant at Gonser Gerber, has more than 20 years of experience in advancement leadership roles for colleges, seminaries, health and human service organizations and symphony orchestras. He’s led with vision, mission, and a commitment to impact that has boosted annual giving, leadership giving and planned giving for the organizations that he’s served.