Reimagining Frontline Fundraising: Lessons in Strategy and Change Management-Recording

Video Transcription

Video Summary

The webinar, "Reimagining Frontline Fundraising: Lessons in Strategy and Change Management," explored strategies to enhance personalized donor outreach and engagement. Hosted by Mike Nagel from Evertrue, the event highlighted the University of Memphis team's innovative approaches to frontline fundraising. Tara Jones, Kimberly, and Catherine from the university shared insights into improving donor engagement by leveraging digital experience officers (DXOs) and implementing cadence-based outreach using Evertrue's platform.<br /><br />Key points included the need for structured, personalized engagement across all levels of the donor pyramid to boost participation and retention. The University of Memphis expanded their coverage by employing DXOs, managing a larger portfolio, and using technology to streamline outreach and improve relationship-building efforts.<br /><br />During the event, the team presented statistical evidence of increased donor engagement, citing a 50% higher year-over-year rise in fundraising and double the average number of meetings due to these innovations. They also emphasized internal collaboration and strategic personalization, ensuring donor experiences feel authentic and customized to individual interests.<br /><br />Tara discussed the significant increase in Giving Tuesday donations and improvements to major and principal gift prospect management using structured plans and tasks. The session concluded with lessons learned, highlighting the importance of building trust in processes, collaborating effectively, and leveraging technology to execute fundraising strategies efficiently. Participants were encouraged to adopt these techniques to elevate their donor engagement efforts and drive philanthropic success within their own institutions.

Keywords

frontline fundraising

donor engagement

digital experience officers

personalized outreach

University of Memphis

Evertrue platform

fundraising strategy

Giving Tuesday

philanthropic success

technology in fundraising