Learn How to Develop Prospects into Major Donors: Master The Art of “Discovery Calls” 

Do you want to keep your donor pipeline alive and well? Learn the art of “Discovery Calls” that can take your prospecting program from the pits to major success.

Here’s the technique that helps you find out if your prospect pool has potential to become major donors.  Learn how to start and conduct the conversation, listen for cues, ask the right questions and find out if they are major gift prospects. Discover how to get over the awkwardness and make this into a fun and enjoyable adventure.

Join us for LUNCH with a panel of top-notch area professionals who have a proven track record in health care, human services and the arts. You’ll take away a treasure-trove of hands-on techniques to connect with prospective donors. 

What is a discovery call?  It can be calls to:

• Grateful patients who have never been donors
• “Cold prospects” from a targeted list of screened individuals
• Someone you’ve never talked with before who has made small or large gifts to your organization
• A person that a board member has recommended you call.
• A person you become acquainted with as a result of a routine thank you call

Don’t miss our luncheon on Thursday April 15!

OUR PANELISTS:

Adam Hartzell is Executive Director of InterAct, a non-profit agency that provides safety, support and awareness to victims and survivors of domestic violence and sexual assault throughout Wake County.

Prior to joining InterAct in May 2003, Adam was in private practice as a family law attorney in Wake County. Last year, AFP recognized InterAct for its innovative fund development achievement by bestowing the agency with a National Philanthropy Day award.

Mary McFadden Lawson is VP for Philanthropy with the North Carolina Symphony.  She has been

a professional fundraiser for 10 years, starting her career in the arts with Opera Carolina in Charlotte. She is leading the Symphony’s $50 million campaign, the largest campaign in the orchestra’s history and was promoted to Vice President for Philanthropy in July 2009.  She now leads the 6-person fundraising department and continues her work in annual, major, planned, corporate and foundation giving.

Eli Jordfald, CFRE is Senior Major Gifts Director with UNC Lineberger Comprehensive Cancer Center where she is responsible for major gifts fundraising from individuals and corporate donors. Eli has done work with grateful patient programs and has trained other UNC development staff on how to make successful discovery calls.  Eli has worked as VP of Development for museums including the Museum of Discovery and Science in Ft. Lauderdale where she led a capital campaign to double the museum’s public spaces. Eli has 25 years of experience in leadership fundraising.