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Back to the Basics: Discovery Work 101

Available On Demand
Originally presented January 19, 2022

What to say, how to say it and strategies to move relationships forward: Takeaways to help deepen skills around discovery work and the first human-to-human interactions (first impressions) between the benefactors and you as a representative of your organization. Walk away with ways to build a discovery tool kit, library of questions and ways to structure follow-up to move relationships forward.

Learn what has worked and what hasn’t worked when calling and connecting with benefactors, including some first-time benefactors. Learn the importance of settling into the right mindset when making calls and how to create a different, better and memorable experience for benefactors. Dig deeper into the art of discovery work through trust building, emotional intelligence, active listening, and positive mindset.

This webinar is designed for new or aspiring major gift officers. It's also a great refresher for those with more experience.

This webinar qualifies for 1.0 CFRE points.


  • Lauren Wise, Director of Development, University of Colorado Anschutz Medical Campus


Non-members: Free
AHP Members: Free
AHPrime Members: Free

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