As our industry continues to struggle with high turnover and retirements, we are hiring new talent and transferable hires in record numbers. As such, it is critical to educate this new talent on advancement nuances, while also providing key tools for success. Without rigor and structure, the formative habits needed to be a successful gift officer are often missed, leading to low performance or additional turnover. KDDP Philanthropy specializes in coaching and training with an emphasis on practicality and immediate tools to deploy as a gift officer. This new webinar series is designed for new talent to build their successful tools for a career in fundraising.

In addition to new or transferable hires, this series is great for teams to participate in together to build synergies and best practice. It’s also perfect for a supervisor or strategic talent management team that wants more onboarding tools. The series may be purchased as a recording to support future onboarding efforts.

Session One: Acronyms, the Basics and What We Do
The first session will focus on the foundational elements of our work, and support confidence in building relationships that lead to generosity. We will discuss how to talk about philanthropy, overcoming gift intimidation, the importance of database courtesies, what it means to staff others, and additional tools to support a new career in advancement work.

Session Two: Applying the Donor Cycle to My Work
Too often, prospect relationships get stuck and never quite get to the solicitation stage. In this session, we will provide a foundational overview of the donor cycle, and the basics of how to keep relationships moving through the cycle— from qualification through solicitation to stewardship/experience — to inspire generosity. This ability to move relationships is the foundation for all individual fundraising work.

Session Three: Exploring Donor Trends
The world is changing rapidly today, and philanthropy is not immune from these forces. In this session, we’ll discuss how current trends impact our philanthropic efforts, and ensure our engagement activities reflect current best practices. From mega-donors to digital engagement, this session will ensure you are prepared to engage prospects in today’s world thoughtfully and strategically.

Session Four: Tools to Build Conversations
Every prospect is different, and so is every fundraiser and academic/physician/non-profit partner. This practical session allows attendees to explore various approaches to donor conversations, including how to adapt to different styles and circumstances. We will explore language approaches, as well as how to build your style and approach.

Session Five: Strengthening Cultivation
When a prospect strategy stumbles, it’s often due to the fundraising team lacking critical information — not taking enough time to get to know the prospect, to understand their giving priorities, or to uncover any potential barriers to their next gift. Thoughtful, strategic questions, the use of meeting transitions, the ability to overcome objections and meeting time management are the most powerful tools you have to avoid this outcome and build impactful relationships. In this session, we’ll provide practical examples of navigating these scenarios to ensure meetings are in alignment with the desired outcome of leading to an invitation for giving partnership.

Session Six: The Champion Model
Volunteer partnerships can be key to philanthropic success, but many fundraisers struggle to leverage their volunteers effectively. This session explores volunteer partners outside of the traditional board model: how to identify a strong potential champion, provide tools and set expectations, and set them up to be impactful.

Session Seven: Donor Understanding and a Strong Ask/Partnership Invitation
The most successful solicitations/gift invitations take place when our prospects are ready to be asked. In this session, we’ll explore the critical process of ensuring we’ve taken the right steps — and secured the buy in — to make the ask. When we do so, we go into these conversations with giving opportunities that are compelling to the prospect, and the confidence of knowing we’ve done our homework to create those opportunities.

The “Building Your Tools for Individual Fundraising” training series is $975. To purchase, email webinar@kddphilanthropy.com.