About the Episode:
Learn what it means to be a “frontline” fundraiser with special guest, Dan Shephard.
About The Frontline Fundraiser:
We train frontline fundraisers and their partners to ensure their shared success. We teach charitable gift planning, the interface between major gifts and planned gifts, with three goals in mind:
1. To equip each frontline fundraiser to pursue the full array of giving strategies – both outright and deferred
2. To strengthen the working relationship between every frontline fundraiser and the office of gift planning
3. To improve staff motivation, morale, and money raised
Click here to listen on YouTube!
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Topic Timestamps
- Introduction [00:00]
- Engagement Fundraising Audiobook – Exclusive Podcast Offer [00:23]
- Introducing Dan Shephard [01:07]
- Frontline fundraisers [02:43]
- What organizations did you represent? [04:27]
- What is the work? [06:12]
- Finding the gift [08:58]
- How do you keep the donor on the phone? [10:11]
- What is the biggest mistake fundraisers make? [12:42]
- Engagement Fundraising Audiobook – Exclusive Podcast Offer [19:21]
- The role of the fundraiser [20:00]
- Recap [23:49]
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