Best Practices in Relationships Track: Navigating the Land of Discovery Visits – What to say and do to confirm 25+ visits per month
New research techniques are generating lots of leads, but how can you get those cold prospects to take a meeting with you? This session will present a practical, cost-efficient way to utilize your administrative assistants to increase the number of face-to-face discovery visits for MGOs with grateful patients. You will learn tools and tips for implementing and managing this model as well as training and motivating staff.
Presenter:
Diane James, CFRE
Senior Development Officer
Good Samaritan Hospital in Los Angeles, CA
Best Practices in Fundraising Track: Creating Strategies for Major Gifts
This dynamic interactive session will explore the process of securing major and planned gifts. The objectives of this session are to help you understand who gives and why, how to address obstacles and barriers, and how to generate strategies for engaging donors at higher levels of giving. The discussion is appropriate for entry, mid-level, and long-term professionals interested in creative strategies for forging mutually beneficial relationships with major donors.
Presenter:
Brian Bateman, CFRE
Senior Director of Development for Major Gifts
University of Arizona College of Medicine in Phoenix, AZ
Best Practices in Leadership Track: The Joy of Planning
A successful planning process should foster consensus, collaboration, and commitment at every level of the organization. Learn how to lead a planning process that sets your organization on the path to success. The outcome will be a
plan that reflects your vision for the development organization and not just a necessary annual exercise.
Presenters:
J. Gregory Barrett
Associate Vice Chancellor
Children’s Hospital Foundation of Pittsburg in Pittsburg, PA
Daniel Otto
Senior Executive Director of Health Sciences Development
University of California, San Diego in La Jolla, CA
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