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Tuesday, September 15 • 10:15am - 11:15am
So You Have Identified Major Donor Prospects... Now What?

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This session will explore both the identification, cultivation and stewardship strategies of major donor and major donor prospects.

Objectives
  • 1. Outline/discuss steps for Identifying Prospects (using internal and external channels)
  • 2. Explore steps involved in creating the appropriate cultivation plans for your Prospects
  • 3. Discuss, from the prospective of a major gift officer, how cultivation lans are followed and what information is maintained to document visits/phone calls, etc.


Speakers
avatar for Mary Bogucki

Mary Bogucki

Senior Vice President, Amergent
Mary has been with Amergent since 1999 and currently serves as Sr. Vice President. She has spent 30+ years in client and project management. For over 15 years, she has focused on direct marketing in both the commercial and not-for-profit arenas, bringing results-driven strategic... Read More →
avatar for Tracy Corcoran

Tracy Corcoran

Vice President, Database Services, Amergent
Tracy has been with Amergent since 1996 and currently serves as Vice President of Database Services.  Tracy has over 20 years’ experience in database management and technology solutions and is responsible for leading Amergent's Database Account Services and Analytic Services departments... Read More →
avatar for Melissa Kellogg

Melissa Kellogg

Major Gift Officer, Maryknoll Fathers and Brothers
Melissa Kellogg is a Major Gift Officer for Maryknoll Fathers and Brothers, the Catholic Foreign Mission Society of America.  Melissa has been a part of the Gift Planning team at Maryknoll Fathers and Brothers for nine years.  In that time, she has raised funds for mission in the... Read More →
avatar for Lisa Quist

Lisa Quist

Manager of Gift Planning, Maryknoll Fathers and Brothers
           


Tuesday September 15, 2015 10:15am - 11:15am
Fantasia CD

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