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Acquisition to Planned Giving

May 27, 2022 @ 9:00 am - 11:00 am

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
Social Worker CEU Credits: 2 hours
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.






Barbara Shelton, CFRE

Serving as Vice President of M. Gale & Associates, Barbara oversees Consulting, Associate and Strategic Partnerships at M. Gale and plays an integral role in establishing innovative and tailored approaches for our clients with unique service methodologies. Barbara is a veteran fundraiser, nonprofit executive, and consultant with deep experience working with a wide variety of nonprofit professionals and organizations. Her fundraising journey began at an early age with the American Cancer Society, and she has continued her passion for helping nonprofits ever since!

Career highlights are as follows:
-Chief Development Officer, ACH Child Family Services, Fort Worth, TX
-Recipient, Ben Franklin Award, Outstanding Fundraising Professional, AFP, 2019
-Certified Fund Raising Executive (CFRE)



Choose Any Six Courses and Save With Our Fundraising Certificate Program

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May 27, 2022
9:00 am - 11:00 am
Event Category: