Menu
ATTENTION – Members, make sure you enter your discount code and click “Apply” to activate the discount. CNM does not refund the difference if the discount code is not applied at the time of transaction. Contact expert@thecnm.org for the code if you do not know it!
- This event has passed.
Acquisition to Planned Giving
September 14, 2022 @ 1:00 pm - 3:00 pm
Learn to understand the donor life cycle from acquisition to gift planning. In this session, we’ll take a look at the art and science of how donors connect to an organization initially and why they stay.
Learning Objectives:
- Name the activities with each of the donor phases
- Describe one to two current best practices in fundraising for each phase
- Develop a pro forma for each fundraising activity to provide direct and indirect expenses for fundraising efforts.
Program Level: Basic
Instructional Method: Online via Zoom
CFRE Points: 2 points
Cost: $65 member / $115 non-member
Please Note: Registration closes at 12 noon on the day prior to the class date. Registrations are subject to approval.
________________________________________________________________
ABOUT THE INSTRUCTOR
Barbara McColm, CFRE
Barbara is a founding member of M. Gale & Associates and brings to the team an expertise in nonprofit fundraising including healthcare, retirement living, cultural and community service organizations. As a consultant, Barbara strategically helps professionals, and their organizations work through complex issues that affect change and set them on a path to greater success. She offers guidance in internal assessments, development administration, major gift fundraising, planned giving, facilitation, strategic planning, and capital/endowment campaigns.
Career highlights include:
-Director, Harris Methodist Health Foundation, Fort Worth, TX
-Senior Vice President/Foundation at Sears Methodist Retirement System, Abilene, TX
-Certified Fund Raising Executive (CFRE)
________________________________________________________________
Choose Any Six Courses and Save With Our Fundraising Certificate Program
