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Summit on Philanthropy
Program Schedule

AFP Southern Colorado's Summit on Philanthropy



Check-in; Light, hot breakfast; Visit Exhibitors

Welcome and Opening remarks


Session #1, The Future of Fundraising & Timesaving Tools to Make Fundraising Easier

Donors have come to expect a level of personal connection with every interaction they have with your organization. How will you meet their needs? Learn how to harness the power of digital tools to delight your donors and deepen your relationships. From free tools that give you robust donor profiles to make donor discovery a breeze, to video emails that can help you get your foot in the door for a meeting, to inexpensive digital tools that let you write a handwritten thank you card without ever picking up a stamp or lifting a pen. You’ll walk away with a tool kit of free and inexpensive tools, including new twists on donor cultivation events. Next we’ll peer into the future of fundraising and the digital tools that are changing the game to help you to unlock donor’s interests, make them feel connected to your cause, build the right appeals, grow your major gift pipeline and even prioritize your current donor portfolio. You’ll discover how online surveys can and video can be used to build and grow a major gift pipeline and optimize a mid or major gift portfolio.

You’ll discover…

  • How to build a mid or major gifts portfolio
  • Donor’s interests and motivation for giving
  • How to prioritize and tier major gift prospects
  • Eye candy examples you‘ll want to steal from winning online surveys and learn what to ask
  • How video can be used to grow a major gift pipeline and optimize a mid or major gift portfolio
  • How to survey your donors in person with an in-person donor thought circle cultivation event
  • How to qualify donors through precall letters, calls and visits
  • How to apply cultivation plans and donor revenue goals to a calendar to stay organized







Resume Rachel Muir Session #1

Networking Lunch / Visit Exhibitors

Keynote Address by Renny Fagan

Presentation of 2017 Outstanding Fundraising Executive and Outstanding Emerging Fundraising Professional Awards




Session #2, Secrets to Think Like a Donor and Boost Revenue by Retaining & Upgrading Donors

Thinking like a donor is easier said than done. Join us for a fresh perspective on what it feels like to be a donor. Experience fundraising from a new lens and walk away with a fresh perspective to unleash giving at higher levels. In this engaging and personal talk we’ll explore the harsh realities of the donor experience and what the most loved brands in the word can teach us to give our donors outstanding customer service to keep them loyal for life. We’ll reveal the donor experience and desires firsthand from the donor’s perspective, share what some of the biggest and most successful brands, like Coke, Disney, and Southwest can teach us about donor relations. This session is loaded with tips and recipes to help you discover what it feels like to be a donor, what motivates donors and secrets you can steal from your favorite brands to build donor loyalty. Explore your own charitable decision making and what inspires you to upgrade your giving. Discover the economic cost of donor attrition and how to create business rules to ensure effective donor stewardship. Walk away with winning stewardship tools to guarantee a long term future with your donors. The donor experience, deeply wrapped in America’s unexamined philanthropic customs, is rarely talked about with this level of candor, insight and persuasiveness.

You’ll discover…

  • Formulas to calculate your donor attrition
  • How to set your organization apart between the asks
  • The gap between what donors want vs. what they get
  • What your favorite brands can teach you about building donor loyalty
  • How to write a killer thank you






Resume Rachel Muir Session #2

Wrap Up and Sponsor Bingo Prize Drawing

Event closes

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