Build a discovery toolkit that helps you deepen engagement with donors and move relationships forward.
Overview
Skillfully navigating the discovery and qualification process is an essential skillset that gift officers need for success. Without knowing how to ask the right types of insightful questions that unlock conversations with prospects, major gift officers and advancement shops may struggle to increase their donor base. This can impact future fundraising goals, potentially hindering the long-term viability of your institution from making the case for principal or transformational gifts.
Join us at this conference to build your unique discovery work toolkit by exploring different strategies for starting the relationship with and engaging with prospective donors. Not only will you walk away with concrete examples of how to secure meetings with your best prospects, what questions to ask, and how to map out next steps, but you will also be able to test your approach with your peers and receive valuable feedback and insights from our expert speaker.
Who Should Attend
This conference will be beneficial primarily for new and aspiring major gift officers who want to build or reassess their discovery work foundation. Individuals who are new to major gift officer roles with non-higher education backgrounds will also benefit from this experience.
Agenda
Day 1
Opening Activity & Group Discussion
We will use this time to share and explore your biggest obstacles when it comes to discovery work. Given your relatively newer experience in this role, it will be helpful to name and share the challenges that you’re facing so that we can identify common pain points or struggles as a peer group. Our expert speaker will reflect and comment in response to the challenges shared by the group.
Initiating Prospect Conversations: Traditional & Digital Methods
Discovery work is a blend of art and science. It requires that you pick the right method of communication at the right time, so that you can truly connect with the prospect. In this session, we’ll explore how to blend traditional and digital methodologies to create a strategic approach that will result in your first conversation or meeting with the prospect.
Preparing and Structuring Your Meeting
You have scheduled your donor conversation; now how do you prepare? Learn the best approaches you can take for an effective and productive meeting with your donor by envisioning your goals and planning out the ideal next steps you want from the meeting.
Thoughtful Questions and What to Listen for in Your Donor Conversations
Connecting with prospects for the first time is an opportunity to start building trust. The types of questions you ask will not only lead to information-gathering, but they can also unlock deeper conversation and build trust. Learn how to build your repertoire of specific and open-ended questions that can lead to qualifying prospects. Walk away with real-life examples of what to listen for to determine whether someone wants to engage with your institution.
Practicing the Art of Discovery Work and Discussion
Given all the tools and strategies you’ve just learned, you will now practice discovery by working through a variety of case studies in small groups. After practicing, the groups will share and receive feedback on how they approached the conversations so that everyone can learn from a variety of different communication styles and techniques.
Networking Reception
This informal reception is your chance to decompress, have some refreshments on us, and expand your network of connections. Our programs are intentionally designed for smaller groups, so this is a great time to catch up with attendees, as well as with our guest speaker, whom you may not have connected with yet.
Day 2
Solutions Clinic: Getting Advice from Peers to Advance Donor Conversations
There is no one-size-fits-all approach or magic bullet for how to conduct the perfect discovery visit that leads to qualification. Often, there are situational nuances with each prospect that will force you to be flexible and innovative in how you secure a conversation or visit. Because of this, there’s tremendous value in tapping into the collective knowledge of those in the room by learning how others might approach a donor conversation—particularly the ones that are stalled or stifled. Those with experience can share their expertise, while those who are newer to this role can share a fresh perspective. By participating in this solutions clinic, you will collectively get to provide possible solutions and strategies for how to resolve any specific challenge you’re facing during your discovery work.
Finalizing Your Discovery Work Toolkit
Through a quick facilitated exercise, you will reflect on your conference experience, and we’ll record the most useful strategies, tips, and tools that you can implement right away when you return to campus.
Location
Denver, CO
The Grand Hyatt Denver
1750 Welton Street
Denver, CO 80202
Pricing
January 30 – 31, 2025
Denver, CO
Starting at:
$2,295
/person