Crafting a gift strategy that begins before a gift officer’s first outreach and continuously improves and evolves throughout the donor cycle amplifies asks and results. Moreover, a gift strategy that infuses gifts of assets and gift planning builds intentionality and helps donors understand how they may be able to commit more and feel joyful about doing so.

This session will provide practical steps for building a strategy throughout the donor cycle including tactical pre-work and the using donor cues and clues. Learn how to craft your donor centered strategy using frameworks based in donor motivations. Complete with real life case studies from the presenters’ combined 40+ years of major gift experience, this session will help operationalize moves management through strategy building.