This training is for major and principal gift officers who want to build deeper relationships with the families they are working with in their institutional fundraising goals. If you’re a vice president of advancement or an academic leader, this program will also contribute to your knowledge of how to improve upon the relationships your institution has with families with a history of giving.

Identifying Opportunities to Grow Future Philanthropists
The conversations you’re already having with donors are an opportunity to grow prospects who have inherited the values that are important to your institution. We’ll walk through how to identify these opportunities for deeper conversation and break down what it looks like to set up and have intentional meetings and communications with these families, while finding alignment between their values and the goals of your institution. 

Developing a Toolkit Specific to Your Institutional Values and Your Families
You want families to see themselves representing and living the values of your institution. As a gift officer, you need to be prepared to ask donors and prospects to include their children and grandchildren as part of the philanthropic conversations you’re having. You will learn how to identify the aspects of your college that are most important to them as a family, the type of impact they want a potential gift to have, and you will return to your institution knowing their preferences to make the case for their support. 

Engage in a Live Q&A with Mitchell Spearman
Please join us after the recorded training for a live discussion session with the presenter, Mitchell Spearman. You’ll have the chance to dive more deeply into the points raised during the presentation and ask questions of our presenter and your peers.