www.AFPSD.org

Association of Fundraising Professionals
San Diego Chapter

AFP San Diego
Audio Conference
Thursday, February 4, 2010

Warming the 'Cold' Call:
Effective Strategies for Major Gift Prospect
Identification and Qualification
John Greenhoe, CFRE

Overview:

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.

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.

About the Presenter:

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.

Webinar 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.

Be able to develop strategies for continuing the relationship after the visit, or "keeping the ball rolling.

Post Audio Conference Discussion:

Program will be followed by a short discussion.

Audio Conference Details:
Date:	Thursday, February 4, 2010
Time:	10:00 a.m. - Noon Please plan to arrive about 10 minutes early as the audio conference begins promptly. A short facilitated discussion will follow the program at 11:30 a.m..
Location:	United Way 4699 Murphy Canyon Road San Diego, CA 92123 Map via maps.yahoo.com
Fees:	Members: No Fee Audio Conferences are a Member Benefit Please Login to Register and RSVP Non-members: $30 Please Login To Register and Pay by Credit Card
How to Register:	Click on the "Login" button located on this page. Login using your email address and password. Click on "Event Registration" Follow the prompts.
Non-members Without Accounts:	Non-members click here to create your account.

Event Registration Cancellation And Refund Policy:

Cancellations must be received in writing prior to Early Bird Deadline.
Refunds will be processed within 30 days after the meeting.
Refunds will not be granted after Early Bird Deadline.
Refunds will not be given for no-shows.
Those who RSVP, state they will pay onsite and then no show, will be billed at the rate when the individual first contacted the AFPSD office.

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