Thursday, Sept. 28
9:30 - 10:30 AM
Sector
Suitable for all sectors
Experience Level
Newcomer (0 - 3 years),
Early-career (4 - 7 years),
Mid-career (8 - 12 years)
Shop Size
Medium Shop (6-10 staff), Large Shop (11+ staff)
Category
Leadership, management
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Do donors ever call and say, "I made a gift years ago and never heard from you again?" Do you get rush requests from fundraisers, asking for reports right before they are about to re-solicit a donor? Have you found major gaps in your reporting and recognition programs?
This presentation will cover how to audit your funds for stewardship, to move your program from a reactive approach to a proactive, strategic program that ensures consistent stewardship for donors at varying giving levels. This will include what kinds of data to pull, how to partner with IS and finance teams, how to present data to your fundraisers, how to use the data to inform standards and thresholds for your program, and how to track outcomes in your donor database.
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Alissa Stallings
Alissa Stallings in the Director of Donor Relations at the University of California, San Francisco, which in 2016 ranked first in fundraising among public institutions in the US. With 11 years experience in Donor Relations, Alissa has developed programs at both public and private universities, including New York University and Stanford University. At UCSF she manages a dynamic team that produces financial endowment reports, narrative impact reports, naming opportunities, donor signage, acknowledgments, books, videos, and custom recognition for top donors. She has worked on three, multi-billion dollar campaigns and won a CASE gold award for her work on NYU's campaign video, ’Momentum.’ Alissa graduated summa cum laude from UC Berkeley and earned a master’s degree in art history from University of Michigan, Ann Arbor. In her spare time, she leads a community-based knitting group that knits hats for cancer patients and bears for children orphaned by HIV/AIDS in Africa. rk University and Stanford University.
At UCSF she manages a dynamic team that produces financial endowment reports, narrative impact reports, naming opportunities, donor signage, acknowledgments, books, videos, and custom recognition for top donors. She has worked on three, multi-billion dollar campaigns and won a CASE gold award for her work on NYU's campaign video, ’Momentum.’
Alissa graduated summa cum laude from UC Berkeley and earned a master’s degree in art history from University of Michigan, Ann Arbor. In her spare time, she leads a community-based knitting group that knits hats for cancer patients and bears for children orphaned by HIV/AIDS in Africa.
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