Preparing for and Optimizing Donor Visits
May 16th, 2018, 7:30 am - 9:00 am
Playhouse in the Park Directions
Register by May 15th, 2018
TOPIC: Preparing for and Optimizing Donor Visits
Preparing for donor visits is the equivalent of homework for all development professionals, and it is assumed that we do it (though undoubtedly at one time or another all of us have had to wing it before a donor meeting). Recently, at Haverford College, we have come to appreciate two distinct methodologies for preparing for donor meetings that have helped to inform our work, led to more effective collaboration with colleagues in Institutional Advancement and across departments and disciplines and with volunteers, and helped to close numerous planned and leadership-level blended gifts such that the College well exceeded its $225M campaign goal. This session will begin with a seemingly simple question of the audience—how do you prepare for donor visits? Is preparation for donor visits different for folks in gift planning? After gaining audience feedback, we will focus on how folks traditionally prepare and offer suggestions on how we might improve upon this preparation. So, think of this session as an “answer key” of sorts–you will gain access to the answers, but for the best effect, you really need to work through the steps in your respective shops for maximum effect.
SPEAKER: OLGA BRIKER. Director of Gift Planning, Haverford College
Olga Briker is Director of Gift Planning at Haverford College, which she joined in 2008 as its first Associate Director of Gift Planning. Olga has played a key role in helping individuals and families realize their philanthropic aspirations. She is active in the annual Middlebury College Planned Giving Conference and serves on the Board of the Planned Giving Council of Greater Philadelphia. Prior to Haverford, Olga served ten years as the Development Director at Silver Springs – Martin Luther School; her earliest position in the field was as a Researcher/Writer at Fox Chase Cancer Center. Olga holds a Ph.D. in Russian Literature from Columbia University.
WHEN: Wednesday, May 16, 2018
TIME: 7:30-9:00 a.m.
WHERE: The Playhouse in the Park, Eden Park, Cincinnati, Ohio
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2018 Conversation and Coffee Committee are Heather Dare of PNC Bank, Mindy Hammer of the Free Store/Food Bank, Jeff Lydenberg of PG Calc and Conrad Theide of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted at the Playhouse in the Park and is always the 3rd Wednesday morning of each month.