Closing a Gift in Five Meetings: The Five-Meeting Model™

The Education Advisory Board (EAB) has demonstrated that the most high-performing gift officers close a major gift in five meetings, by evaluating data provided by numerous institutions. To help more fundraisers secure a larger number of gifts more quickly, while also focusing on the meaningful interactions needed to build an authentic relationship, KDD Philanthropy has taken that research and created the Five-Meeting Model™. Participants will receive an exercise to bring this model to life.

In this webinar, we will lead gift officers and leaders through this model, which provides the following:

• Serves as a template for creating strategies.
• Provides a checklist to ensure gift officers have taken every necessary step to build the authentic and donor-centered relationships that will lead to true generosity.
• Strengthened outreach strategies from qualification to solicitation.
• Additional ways to think about probing questions throughout the phases of a fundraising relationship.
• Real-life examples of how the model works.

You may register as many members of your team as you like for one cost (instructions for how to invite team members will be included automatically at the bottom of your AnyMeeting webinar confirmation email).

Looking for CFRE credit? Full participation in any KDDPhilanthropy webinar is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Webinars are 60 minutes at 10am PST/11am MST/12noon CST/1pm EST. Participate live or purchase the recordings.

Speaker Background:

Kathy Drucquer Duff is an expert in advancement and leadership development with clients around the world. She's worked in and with institutions across the nonprofit spectrum, including education, the environment, healthcare, and social services. Her work spans training, coaching, and strategy, and is informed by a strong belief that the best investment a leader can make is in the people who carry out the work of inspiring and securing philanthropy every day.

Kathy founded KDD Philanthropy ten years ago after honing her approaching in a career that included serving as Associate Vice Chancellor of University Development at University of California, San Diego, Vice President of Philanthropy at Sharp HealthCare Foundation, and Associate Vice President of University Relations and Development at San Diego State University.

Kathy is a regular speaker for the Council for Advancement and Support of Education (CASE), the Association of Donor Relations Professionals (ADRP), and authored "Productive Conversations with Donors: A Handbook for Frontline Fundraisers."