When peering into the deep of your donor base, it is critical not to “drown in a sea of opportunity.” There are many types of donors; how do you segment, manage and prioritize your time for a high-quality major gift portfolio? This course will teach participants to understand the passions and interests of individual donors and develop donor plans that meet the donors’ motivations.

Takeaways:

• Identify specific donor types
• Effectively interpret donor research and anecdotal review, and
• Develop specific individualized donor strategies

Presenter:

Daniel Neel brings more than 28 years of professional fundraising and financial services experience, serving in executive leadership roles for the past 22 years. While providing counsel and direction to non-profit organizations across the US he has designed, directed and led fundraising programs that have significantly increased operational funding and provided over half of a billion dollars through capital and endowment campaigns. In addition to Daniel’s years in successfully leading his own fundraising firms and executive leadership with one of the largest national fundraising organizations in the US, Daniel has served as President, Managing Director and Chief Financial Officer for international investment banking and investment management organizations. He began his professional career as a Certified Public Accountant specializing in tax work.