Effective Gift Stewardship + Donor Management = Successful Fundraising

Date and Time: Friday, February 24, 2023 - 09:00 am to 03:00 pmLocation: N/A - Online


Select Your Member Level


Every fundraiser knows that what comes after a gift is received is absolutely as important as what led up to getting the gift in the first place.  But knowing what should be done and actually doing it day-to-day are too often two very different things.  Unfortunately, the not doing is potentially very costly.  Donor retention is essential, and no organization can afford to lose track of a gift or a donor, fail to acknowledge and thank the donor or botch the follow-up in any other way.  It takes a strong alliance and good communication between the development and finance staff to ensure accuracy, continuity and accountability to the funder, all of which leads to fundraising success.

This class will walk you through the procedures for accepting, acknowledging and stewarding gifts, from the first donation through to the end of the relationship.   It will help you master the different requirements and expectations of various gift vehicles, show you how to budget the costs involved and manage the expenses, reinforce the importance of recognition and accountability, and how to trouble-shoot potential problems.  Real world examples will show the significance of what’s included in this process and how doing it right helps to maintain current and secure future support.

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: February 24th, 2023

Location: N/A - Online


Member $155
Non-Member $185


  • 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 plannedgiving.com 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