Building Relationships with High-Capacity Families
9:15 AM - 10:15 AM PT
Speaker(s): James Zimmerman, Senior Consultant and Principal, Leader of the Schools Practice, Marts&Lundy, Emilie Henry, Vice President for Institutional Advancement, The Westminster Schools
Competencies: Strategic ThinkingLeadership
Experience Level: Level 5- Expert Seasoned ProfessionalLevel 6- Leadership/ Transforming Seasoned Professional
Elective Session
This session will explore building relationships with those families who have the capacity to be our biggest and most important donors. These critical prospects are essential the success of any campaign, but navigating our work with them can be tricky and complicated. As a front-line fundraiser, you hold a pivotal role in fostering connections and securing vital support. Gain clarity on how to identify these donors. Understand the challenges and opportunities or working with these families, as well as the psychology behind some of their giving. Learn strategic approaches to engage these donors, whether for leadership annual fund gifts, major gifts outside of a campaign, or ultimately cultivating support for a big campaign ask.