When peering into the deep of your donor base, it is critical not to “drown in a sea of opportunity.” There are many types of donors; how do you segment, manage and prioritize your time for a high-quality major gift portfolio? This course will teach participants to understand the passions and interests of individual donors and develop donor plans that meet the donors’ motivations.
Takeaways:
- Identify specific donor types
- Effectively interpret donor research and anecdotal review, and
- Develop specific individualized donor strategies
|
|
|
|
|
|
|
|
Daniel Neel brings more than 28 years of professional fundraising and financial services experience, serving in executive leadership roles for the past 22 years. While providing counsel and direction to non-profit organizations across the US he has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half of a billion dollars through capital and endowment campaigns. In addition to Daniel’s years in successfully leading his own fundraising firms and executive leadership with one of the largest national fundraising organizations in the US, Daniel has served as President, Managing Director and Chief Financial Officer for international investment banking and investment management organizations. He began his professional career as a Certified Public Accountant specializing in tax work.
The Fundraising Resource Group helps non-profit organizations across the United States with all aspects of fundraising. Our strategic approach to helping non-profits with feasibility studies, development audits, capital campaigns, major gifts, marketing communications, fundraising training and other services is designed to minimize cost, maximize return and transfer the skills necessary for ongoing benefits to your non-profit organization. Our goal as non-profit fundraising consultants is to address your organization’s immediate needs while mapping a strategic course for future sustainability and self-reliance.
Vicki Claussen has been with WealthEngine since 2000 with sales and marketing responsiblitles. She accepted the position of Director of Partnership Relations in the fall of 2008. Before joining WealthEngine, Vicki had more than 15 years of leadership positions in healthcare. Besides overall direction, financial and administrative responsibilities she was actively involved in the organizations fundraising efforts. She has also served on several local, state and national non profit boards in various positions including Chairman of the Development Committee. Vicki holds an MBA from the Henry B Tippe School of Business, University of Iowa and a Bachelors of General Studies also from the University of Iowa.
WealthEngine serves over 2,500 nonprofit organizations, financial institutions and luxury goods companies. We offer the broadest range and highest quality of wealth data, the strongest technology and the most experienced staff in the industry. Our mission is dedicated to client satisfaction and steady, long-term market leadership.
