Aperio Summer Sessions:
The relationship-based fundraising toolbox

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 on the fundamentals of relationship-based fundraising. 

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.

Session 3: Creating a roadmap to your goal

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.