9B | Sitting at the Head of the Table: How to Work With Major and Planned Gift Officers to Uniquely Steward Their Donors

Thursday, Sept. 28
9:30 - 10:30 AM

Sector
Suitable for all sectors

Experience Level
Suitable for all levels

Shop Size
Suitable for any size shop

Category
Leadership, management

 

It is often hard to secure donor relations a seat at the large table that is fundraising.  How do you work with major and planned gift officers to develop stewardship ideas and plans that will bring donors closer to your organization and their next gift? Build your own table!

In this session, we will explore how to work effectively with gift officers through customized portfolio reviews that present in-depth overviews of their hottest prospects, a collaborative process that will ensure each donor is being uniquely stewarded and effectively engaged. Practical tips, examples, and lessons learned will be discussed to help shops of all sizes create their own stewardship portfolio reviews. 

 

 

Rebekah Nowak

Rebekah Nowak is the senior associate director of donor relations at Northwestern University. She has been in this role for four years and has previously worked on the Reunions Team as well as for the McCormick School for Engineering and Applied Science. In her role, she works with the top donors to the University to steward past future gifts given during the campaign. Previous development experience comes from her time at the Newberry Library and Chicago Botanic Garden. Rebekah received her undergraduate degree from St. Olaf College and a master’s degree in public service management from DePaul University.