We will review strategies for starting a major giving program, and discuss how to configure DonorPerfect to keep track of your work. We'll focus on tracking cultivation and solicitation for major gifts from individuals, as well as grants management from foundations and other institutions. We will also discuss how DonorPerfect allows you to easily track follow up activities and deadlines, as well as monitor your pipeline.
Doors will open at 8:30 and a light breakfast will be served.
NOTE: You must enter the building from Madison Street (labeled 10 S. Wacker Dr) and provide a photo ID at the security desk. The security staff will direct you to the correct elevator bank. If parking on site, the entrance to the garage is on Wacker Drive, but after using the elevator to get to the lobby, you will have to exit the building and re-enter from Madison Street to check in at the security desk.
Registration must be canceled one week prior to prior to the scheduled session to receive a refund (minus the $3 cancellation fee).