Shannon Woodward

 

Ironically, some of the largest development programs with the most highly specialized and experienced staff members can sometimes be among the least effective in structuring major and principal gifts that meet both the donor’s and institutional needs. Given the aging of Baby Boomer donors and their entry into their prime giving years with both unprecedented wealth and life expectancies, it is inevitable that there will need to be greater synergy between specialists in gift planning and those whose primary role involves other aspects of major and principal gift development.  Learn from Shannon’s experience leading efforts to implement new donor-centric and team-oriented model in a mature development program.  She will share actual cases where significant current and/or deferred gifts resulted from major donors of all ages and will lead participants in a discussion of alternative models that they have found resulted in success.

 

Learning Objectives:

1. Learn how larger institutions can effectively compete with smaller, more nimble programs that have geographic and organizational advantages.

2. Understand when to “lead” and when to “follow” when working with a donor considering a larger gift, regardless of your title or place in the organizational chart.

3. Develop an understanding of “blended gifts” from the perspective of a principal gifts officer charged with producing the most usable funds in the shortest period of time.

4. Become cognizant of ways to accelerate bequests and deferred gifts from donors of all ages.

 

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit