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July 11, 2024 Webinar | Automating Individual Stewardship Plans
Thursday, July 11, 2024, 10:00 AM - 11:00 AM PDT
Category: Webinars

2024 ADRP Webinar Series

July 11, 2024 | Automating Individual Stewardship Plans

Thursday, July 11, 2024
10:00 AM – 11:00 AM (PT) / 1:00 PM – 2:00 PM (ET)

Registration Closed

Members: FREE | Non-Members: $75
Can't attend? All registrants receive links to the webinar recording & slides via email after the presentation!

Full participation in the ADRP 2024 Webinar Series is equivalent to 12 points (one point per webinar) of Education credit for the CFRE International application for certification and/or re-certification.

About the Webinar


Most donor relations professionals know the importance of having a stewardship matrix: a complex spreadsheet that outlines stewardship touchpoints donors receive at various gift bands. The problem is, that a giant spreadsheet is difficult to maintain and gift officers don't often have proper visibility to the details. This seminar will demonstrate how St. Thomas partnered with their systems team to make stewardship plans come alive through automated reporting. Now, our fundraisers can easily run comprehensive stewardship reports for any donor in their portfolio. The reports contain stewardship that is scheduled from the Donor Relations team as well as stewardship that is planned/delivered from the gift officer or partnering units. You'll hear how we are leveraging these reports with gift officers, what types of information the reports include and "best of all" the programming involved in making it happen. We'll be co-presenting with our systems wizards, so feel free to invite your tech team to hear the discussion.

Learning Objectives

  1. How to develop a comprehensive stewardship matrix
  2. How to leverage your systems team to record these touches in the CRM
  3. How to report comprehensively on ALL stewardship touches at an individual donor level (core-program/custom and planned/completed) without having to update multiple static plans

Target Audience

Shop Size

Experience Level

Private College/University

Medium Shop (6-10 staff), Large Shop (11+ staff) Suitable for all levels

About the Presenters

Carol Wilkie, Director of Donor Relations, University of St. Thomas

Carol Wilkie is director of donor relations for the University of St. Thomas. She has been at the University for 20 years and has operationalized and elevated the Donor Relations department during her tenure.


Sue Kolles, Director of Development Systems, University of St. Thomas

Sue Kolles has worked in Advancement Systems for 9 years. She served as the implementation manager when St. Thomas adopted the SalesForce platform in Advancement and since then she has created countless reports and processes to professionalize and elevate the performance of our advancement team.

Please notify the ADRP office 24 hours in advance of the webinar if you have not yet received your registration link.
ADRP members can access past webinars at any time by visiting the webinars page of the ADRP website and selecting "Missed a Webinar?" at the top of the page.


Thank You To Our 2024 Webinar Sponsor