Event: Developing Your Major Donor Pipeline: How to Establish a Formal Qualification Program

Monday, June 10, 2019: 9:00 - 10:15am Eastern in Linthicum Heights, MD at the AFP Fundraising Day in Maryland

Qualifying major donors is an essential part of any healthy major gifts program, but it’s a common challenge for most development shops. An ongoing process with no hard deadlines, qualification involves reaching out to unknown prospects and weathering rejections.

The solution? A formal qualification program that establishes an efficient and manageable process for gift officers to follow. Using a structured approach can help steward donors, identify potential major and planned giving prospects, and upgrade annual gifts. In this session, we’ll discuss the nuts and bolts of a successful qualification program.

Participants will leave with a stronger understanding of:

  • The importance of a qualification program and how it can benefit their organization
  • How to effectively develop a qualification program
  • Leveraging internal staff for a qualification program
  • Tools to overcome common challenges or concerns related to managing a qualification program

Presenters:

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