Fundraising success depends on creating a plan that is both strategically visionary and rigorously practical—simplifying the path to achieving your goal.

Through creating a roadmap, you will be able to drive pace, productivity, and results—all while making sure you are cultivating and building relationships authentically and with intention. 

In this session you’ll learn:

• How to create a donor pyramid

• How to plan for your specific number of asks

• How to identify what gaps exist and how to close them

Do you need customized, hands-on support to kickstart your relationship-based fundraising program? At Aperio, our experts work alongside your team to produce results quickly—and set you up for future success. We are offering a free 30-minute consultation to Summer Session attendees. Just sign up, attend, and you’ll receive an email invitation to schedule your consultation.

About the series

In nonprofit fundraising, summer is the season to regroup and plan for the coming year. This year, Aperio is going back to the basics with a three-part series, The relationship-based fundraising toolbox. In these free, online lunchtime discussions, you’ll learn to organize your donor lists, create your donor engagement plan, and develop a roadmap to your goal.

When your team strategically invests in cultivating donor relationships, the result is increased donor loyalty, increased engagement, and increased revenue for your mission.