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Move a First-Time Donor to a Major Donor, by Bloomerang

Move a First-Time Donor to a Major Donor is FREE courtesy of Bloomerang

1 Lesson / 63 Minutes / FREE

Converting a first-time donor into a major donor is easier than you think.

If you are ready for a plan to get there, join Rachel Muir, CFRE, VP of Training at Pursuant for a webinar from which you’ll learn performance metrics to help you work smarter, not harder, to upgrade donors and manage your portfolio efficiently. We’ll review how to build a portfolio and prioritize major gift prospects, and apply cultivation plans to a calendar to stay organized and upgrade donors.

Learning Objectives:

The webinar will focus on campaign planning and execution in the following areas:

Who are the best targets in your file?
What tools do you have at your disposal to better understand them?
How many donors should be in your portfolio?
What is an acceptable close rate?
What is an acceptable churn rate?
What makes an excellent gift officer and what are realistic expectations for their performance?
Time will be given for a lively Q&A session.

About the presenter:

Rachel Muir, CFRE – Vice President, Training at Pursuant

When she was just 26 years old, Rachel Muir launched Girlstart, a non-profit organization to empower girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show.

A winner of Oprah Winfrey’s Use Your Life award, Rachel is a three time finalist for Ernst & Young’s Entrepreneur of the Year Award, was named “Outstanding Fundraising Executive of the Year” by the Association of Fundraising Professionals, and one of Fast Company Magazines “Fast 50″ Champions of Innovation.

Rachel has been featured in CosmoGIRL!, Texas Monthly, Glamour, and The Dallas Morning News, and most recently Fundraising Success Magazine. Her career spans includes leading an online fundraising consulting practice at Convio/Blackbaud and managing major gift portfolios for some of the country’s largest and most successful nonprofit brands. Rachel serves as Vice President of Training at Pursuant, where she leads classroom and custom trainings to transform people into confident, successful fundraisers.

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