Do you know the next steps to take with your major donors?
Today’s video is a bit more like a mini workshop, complete with a free handout! 🙂
It can be difficult to figure out what the next step is when you are trying to deepen a major donor relationship. Sometimes it’s because you have gaps in the information you have about a donor.
In today’s video, you’ll learn about seven different donor archetypes and how to use them (based on the book “The Seven Faces of Philanthropy“). You’ll also learn about the “donor strategy worksheet” which you can download here:
The three folks featured in the video are:
Dan Johnson – Director of Principal and Planned Giving at SightLife
Jodie Miner – Senior Director for Philanthropy at UW Medicine Advancement
Michael Cheever – Development Director for the Puget Sound Blood Center
You’ll hear many examples and even a quick little case study on how a woman was able to use what you’re about to learn in this video to create the next step to take with a major donor. As you’ll see, it’s really about figuring out how to best help your major donors realize their philanthropic goals.
The video is just shy of 20 minutes (much longer than the typical Movie Monday episodes), so grab a cup of coffee or tea, maybe a sandwich, throw your feet up onto your desk and push “play”. Oh, you may also want to grab a pen and some paper to take notes with.
If you have any tips or stories on how to better engage with major donors, please share them in a comment box under the video. Thanks.
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