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AFP Webconference Series - Warming the 'Cold' Call: Effective Strategies for Major Gift Prospect Identification and Qualification - Etobicoke
February 4, 2010
LOCATION: Dorothy Ley Hospice, 220 Sherway Drive, Etobicoke. There is no parking on site, please park at Trillium Health Centre West Toronto Site.The building is located on the South East corner of the property. The conference facility is located on the lower level in the Butterfield Education Room.
TIME: 12:50 p.m. - 2.30 p.m.
DATE: February 4, 2010
COST: Members: $20.00 Non-Members: $25.00
*You must attend this session at the location listed above*
Note: You must attend this session at the location listed above. If you wish to login from your office/home, please register through www.afpnet.org (US$ 159/member price; US $295/non-member price)
REGISTER NOW
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Program Summary
Many charities are, for the first time, making the transition to major gift fundraising. While they are to be applauded in their pursuit of long-term sustainability and strategic growth, the reality is that many organizations have far more "suspects" than truly qualified prospects. Identification calls are needed. In "Warming the 'Cold' Call," John Greenhoe, CFRE, examines the process of opening the door for the first time. Using John's proven methods, participants will learn basic but effective methods for qualifying prospects for the purpose of major gift cultivation, solicitation and stewardship.
Learning Objectives
- Understand effective methods for researching their major gift prospects - so that the first call isn't totally "cold";
- Know how various contact means (email, phone, postal mail) can be used strategically to set up the first meeting;
- Understand models for scripting the initial visit, or knowing what to say during a casual but purposeful meeting, and
- Be able to develop strategies for continuing the relationship after the visit, or "keeping the ball rolling."
Target Audience
All experience levels will benefit from the presentation, but it is most ideally suited toward mid-level fundraising professionals (3-6 years) who are likely getting serious about pursuing major gifts for their organizations for the first time. Senior level (7-9 years) and advanced level (10+ years) fundraisers will also benefit because they will pick up tidbits that will be useful in training staff members in major gifts work.
CFRE Accreditation 
Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements.

John Greenhoe, CFRE, has more than 20 years of experience in nonprofit leadership roles and has successfully conducted hundreds of identification calls with prospective major gift donors. As a major gift officer at Western Michigan University and previously with the American Red Cross, John has developed a unique understanding of the identification and qualification process from varied perspectives. John is a frequent speaker before national audiences on numerous philanthropic topics, with past credits including the AFP International Conference, Council for Advancement and Support of Education, Forum for Fundraising and Charity Channel.