Promoting Successful Fundraising Through Effective Stewardship and Donor Management

Date and Time: Friday, March 6, 2020 - 09:00 am to 04:00 pmLocation: WSFS - 1818 Market Street, Philadelphia, PA 19103


Registration for this course is closed. Please contact us on 215-991-3676 to inquire about any remaining spaces or to be placed on a waiting list.

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.


Please note this class has a snow date of 3/13/2020. If we have to cancel this class due to inclement weather it will be moved to this date but it will not necessarily be held at the same location.

SKU: N/A 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: March 06th, 2020

Location: WSFS

Address: 1818 Market Street

Philadelphia, PA 19103

Member $139
Non-Member $169


  • 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