Promoting Successful Fundraising Through Effective Stewardship and Donor Management

Date and Time: Friday, December 13, 2019 - 09:00 am to 04:00 pmLocation: Northampton Community College - 511 E. Third Street, Bethlehem, PA 18015


Registration for this course is through Northampton Community College. For more information visit their website -

Too often, donor management and gift stewardship are an afterthought instead of integral parts of your fundraising plan and program. Procedures for accepting, acknowledging and stewarding gifts – from the first donation through the end of the relationship – are essential for donor cultivation, including legal and ethical compliance.

Just as you have a plan for raising funds, you need a plan for managing them. It takes a strong alliance and good communication between the development and finance staffs to ensure accuracy, continuity and accountability to the funder.

This class recognizes that it takes far fewer resources to renew or upgrade a current donor than it does to acquire a new donor, making accurate and thoughtful management and stewardship essential, cost effective tools for the development officer. It means mastering the different requirements and expectations for various gift vehicles, the management of expenses and the role of recognition and accountability and budgeting. Real world examples will enable you to understand the significance of what’s included in responsible reporting, managing expenses, creating positive donor relations and trouble-shooting potential problems to maintain current, and secure future support.

Category: Audience: Development staff, finance staff, executive directors, board development and finance chairs, program staff involved in securing, managing and reporting on donations and grants Certificate Programs: Fundraising

Event Location

Date: December 13th, 2019

Location: Northampton Community College

Address: 511 E. Third Street

Bethlehem, PA 18015

Fee $179


  • Meredith Sossman

    Meredith Sossman, CFRE, JD is an accomplished development professional and attorney, who has helped non-profits achieve better results through insight and experience in all aspects of giving and non-profit management.  In her ten years with the West Chester University Foundation, she served as a campaign director, associate executive director, in-house counsel and chief development officer.  She successfully led the foundation’s $50 million capital campaign.  Meredith is a principal at MM&C Consulting and works with to help non-profits exceed their goals by providing experience, insight and proven solutions that drive results while honoring every philanthropist.  She earned her JD at Temple University