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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.
- 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