5 Steps for Building Portfolios, Finding Filler Visits & Closing Big Gifts
1:30 PM - 2:30 PM CT
Speaker(s): Ashley Hesser, Senior Director of Regional Development, OKLAHOMA STATE UNIVERSITY FOUNDATION, Sara Furr, Senior Director of Development, OKLAHOMA STATE UNIVERSITY FOUNDATION, Jake Shechtman, Enterprise Customer Success Manager, EverTrue
Competencies: Relationship BuildingStrategic Thinking
Elective Session
Join the Oklahoma State University Foundation (OSUF) for a dynamic session designed to simplify and enhance the art of prospect research, trip planning, and donor engagement. OSUF will share essential strategies for building collaborative prospect lists, planning efficient donor visits using mapping tools, and identifying top prospects by integrating data on giving history, wealth, and more. Learn the art of effective outreach and hear inspiring stories about how persistence and going the extra mile can lead to securing transformational gifts. This session will provide practical insights to help elevate your fundraising strategy and optimize donor engagement.