This webcast is designed for advancement services professionals who work alongside their frontline fundraisers in processing major gifts. This training is also beneficial for any advancement shop leader who aspires to run a more efficient operation with improved fundraising efforts and donor satisfaction.

April 28, 2022

1:00 – 2:30 p.m. Eastern

Identifying Process Gaps in Major Gifts and Pledges

Advancement services and frontline fundraisers work with different mindsets and expectations. The former focuses on processing gifts; the latter focuses on bringing in gifts. Transitioning the gift from donor to the institution requires smooth processes and communication between these advancement roles. By understanding how to identify the process gaps within your shop for major gifts and pledges, you will learn where to focus efforts needed for improvement.

Solutions to Improve Efficiency Between Advancement Services and Frontline Fundraisers

At the University of Utah, the position of Development Services Analyst was created to address the specific gaps found in the processes for major gifts and pledges. While you may not be able to create a new position to address the gaps you find in your processes, you will learn how to scale the responsibilities identified in this new position to your team, depending on the needs of your shop.