From Cultivation to Stewardship: The Journey to Donor Retention

Date and Time: Tuesday, February 27, 2024 - 09:00 am to 03:00 pmLocation: N/A - Online

$20.00 – $185.00

Registration for this course is closed. Please contact us at [email protected] to inquire about any remaining spaces or to be placed on a waiting list.

Development directors, aspiring development professionals and executive directors understand that the mission is the reason for being and philanthropy is the lifeblood to support that mission.   

This class will walk you through the mindset of a relational fundraising process, including procedures for accepting, acknowledging and stewarding donors, from the first donation through to mature donor relationships. 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 teach you 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 27th, 2024

Location: N/A - Online

PA

Member $155
Non-Member $185

Instructors

  • 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