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Acquisition to Planned Giving

September 14 @ 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.

 

REGISTER HERE

 

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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)

 

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Details

Date:
September 14
Time:
1:00 pm - 3:00 pm
Event Category: