Why Donors Are Hanging Up On Phonathons and What To Do Next

About the Webinar

Phonathons have lost what originally made them successful: personal connection. How do you connect with donors if they aren’t answering?

In this webinar, Josh Robertson, VP of Product at Gravyty, and Frank Mumford, CFRE, Account Executive at Gravyty, will discuss why fundraisers must adapt their former phonathon strategy as donor preferences evolve and portfolios grow. In order to scale outreach while connecting with donors across channels, this session will help fundraisers:

Identify the top outreach channels and platforms through data-driven insights
Suggest best practices for connecting with donors on a personal level
Engage donors via strategic and scalable campaign planning
Implement an efficient student ambassador program
Pinpoint the right balance between phone and technology platforms for digital campaigns

It’s time to ditch the script. Don’t miss this opportunity to lay out your post-phonathon solution for the future. Your donors (and campaigns) will thank you!

After attending this webinar, you will be able to:

Audit outreach channels and platforms with a data-forward approach
Create a roadmap for connecting with donors on a personal level
Formulate strategic and scalable campaign planning designed to engage donors
Devise an efficient student ambassador program

About the Speakers

	Josh Robertson VP of Product, Gravyty
	Frank Mumford, CFRE Account Executive, Gravyty

CASE Career Level

	Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)
	Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)
✓	Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)
✓	Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)
✓	Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)
✓	Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies

	Global and Cultural Competence Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)
	Integrity and Professionalism Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)
✓	Business and Financial Acumen Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)
	Industry/Sector Expertise Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)
	Relationship Building Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)
	Emotional Intelligence Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)
✓	Strategic Thinking Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)
	Leadership Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact. The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)

Summary


Availability:	No future session


Credit Offered:	1 CFRE Credit

Create Account

✓

✓

✓

✓

✓

✓