Frontline Annual Fund Gift Officers

Recorded On: 11/14/2017

OVERVIEW

The most productive annual giving programs do more than just generate mass appeals. They also engage prospects and donors in personal ways. With so many people to engage (and so little time), it's important to focus your limited "frontline" resources where they will have the biggest impact. Doing so will not only increase annual fund leadership giving today, but it will help to create a strong pipeline and cultivate future major gifts for your institution.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Guidelines for setting goals and evaluating the performance of frontline annual fund staff
Methods for identifying and researching leadership gift prospects
Tips for securing visits and conducting effective donor meetings
Tactics for personally soliciting leadership gifts and upgrading donors to higher levels
Examples from other institutions, and more!

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Geoff Bartlett

Assistant Vice President for Annual Giving, University at Buffalo

Geoff Bartlett is the Assistant Vice President for Annual Giving at the University at Buffalo, where he oversees the strategy and execution of annual giving programs across the institution. Previously, he served in a variety of roles for 16 years at Central Michigan University as well as at the Omaha Symphony. He is a contributor to academic and practitioner-based national and international conferences and holds a Ph.D. in Educational Leadership and an M.S. in Administration from Central Michigan University, as well as a B.A. in History from Berea College.