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Donor Life Cycle: From Acquisition to Planned Giving
October 20 @ 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.
- Name the activities with each of the donor phases
- Describe one to two current best practices in fundraising for each phase
- Develop a proforma 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 two days prior to the class. All registrations are subject for approval.
ABOUT THE INSTRUCTOR
Barbara Shelton, a certified fund raising executive (CFRE), is Vice President at M. Gale & Associates. She arrived at M. Gale from ACH Child and Family Services in Fort Worth where she served as chief development officer, responsible for planning, designing, volunteerism, and implementing a strategic direction for marketing and fund development. Her interest in fundraising started at an early age when she began raising money for the American Cancer Society after her mother died from cancer. She followed her passion for helping others by earning a degree in community services, including studies in social work, from the University of Akron (OH). As a social worker, she connected her mission to the importance of fundraising and her specific interest in helping non-profit organizations raise money shaped her career.