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Why The Donor Engagement Process (DEP) Works

Management Series

Managers with whom we partner frequently share the challenge of working with their direct reports to assess and diagnose “stuck” situations with prospects and donors, lingering situations where a seemingly enthusiastic prospect suddenly stops returning a gift officer’s calls and emails, and gifts that close much below the amount that the gift officer projected. Without x-ray vision, how can a manager see inside a gift officer’s work and provide guidance?

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Role Plays: Valuable Tools or Quintessential Torture?

Management Series

While role playing, or if you prefer to call it practice, does require a commitment by the people involved to be vulnerable, it leads to higher levels of confidence during donor interactions.

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Relationship & Process- A Powerful Combination

Management Series

What is a relationship, and how does a fundraiser build one with a donor? Knowing that relationships are important, managers frequently suggest inviting donors to events, bringing them back to the organization, or initiating connections with other donors as next steps.

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The New Role of the Manager: Enabling High-performing Teams

Management Series

Frontline fundraising managers have long been expected to balance a range of responsibilities to excel in their roles. Juggling a donor portfolio, multiple fundraising priorities, faculty partners, organizational dynamics, and the performance of a team of individual direct reports is commonly considered routine among managers.

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