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July 11, 2024 Webinar | Automating Individual Stewardship Plans
Thursday, July 11, 2024, 10:00 AM - 11:00 AM PST
Category: Webinars
2024 ADRP Webinar SeriesJuly 11, 2024 | Automating Individual Stewardship PlansThursday, July 11, 2024 Registration Closed Members: FREE | Non-Members: $75 Full participation in the ADRP 2024 Webinar Series is equivalent to 12 points (one point per webinar) of Education credit for the CFRE International application for certification and/or re-certification. About the WebinarMost donor relations professionals know the importance of having a stewardship matrix: a complex spreadsheet that outlines stewardship touchpoints donors receive at various gift bands. The problem is, that a giant spreadsheet is difficult to maintain and gift officers don't often have proper visibility to the details. This seminar will demonstrate how St. Thomas partnered with their systems team to make stewardship plans come alive through automated reporting. Now, our fundraisers can easily run comprehensive stewardship reports for any donor in their portfolio. The reports contain stewardship that is scheduled from the Donor Relations team as well as stewardship that is planned/delivered from the gift officer or partnering units. You'll hear how we are leveraging these reports with gift officers, what types of information the reports include and "best of all" the programming involved in making it happen. We'll be co-presenting with our systems wizards, so feel free to invite your tech team to hear the discussion. Learning Objectives
Please notify the ADRP office 24 hours in advance of the webinar if you have not yet received your registration link.
Thank You To Our 2024 Webinar Sponsor |