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Donor Life Cycle: From Acquisition to Planned Giving

August 12, 2020 @ 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 proforma for each fundraising activity to provide direct and indirect expenses for fundraising efforts. 

Program Level: Basic
Prerequisites: None
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.






Missy Gale

Missy Gale, CFRE is a philanthropy advocate who works with nonprofit organizations looking to expand their mission impact. Missy believes that philanthropy is more than just fundraising and that integrated, collaborative philanthropy is the key to organizational growth and sustainability.

Missy founded M. Gale & Associates in 2001 to bring the transformative power of relationship management to nonprofit organizations all over North Texas. From arts to education and from social services to health care, M. Gale & Associates has taught hundreds of organizations the art and science of collaborative philanthropy.

Missy lives in Fort Worth, Texas with her husband, Mark, of more than 25 years. Their children have successfully launched and are currently chasing their dreams! Missy and Mark’s personal philanthropy includes support of the arts and social services at the local and national levels.


August 12, 2020
1:00 pm - 3:00 pm
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