This program will benefit major gift officers and those who work within advancement services screening donors. For the major gift officer, screening donors for risk begins with the discovery call and continues in each conversation thereafter. For the advancement services professional, this training will help you develop or improve upon a reputational risk methodology that can be applied to every gift you consider.

11:00 a.m. – 12:00 p.m. Eastern

Reputational Risk Methodology

Each type of gift comes with its own type of risk. Knowing the nuances between whether that risk comes from the donor’s public reputation, the source of the funding, or even the intent behind the giving, provides a sound understanding of the ethics behind whether your institution should accept the gift will help you protect your institutional reputation. You will learn how a reputational risk methodology can be applied to your shop and what ethical considerations to include within it.

Identifying Risk in Donor Conversation

As a major gift officer, you are on the front lines of screening donors for potential risk. By utilizing the reputational risk methodology as a guide to prepare for your donor conversations, you will learn what questions to ask that can uncover potential risk and how to dig deeper into any red flags that may arise. Through case studies, you will have the opportunity to discuss how you would approach different donor conversations and what actions to take after those calls.