Philanthropic Pipeline Development to Grow Your Middle Tier and Major Giving Programs
- Shared screen with speaker view

12:27
Rachel Gleitman, JewishColumbus, Director of Women's Philanthropy

12:35
Dana Margolis, WP Director - Milwaukee! Glad to be here!

12:52
Bob Silverman, Springfield, Illinois

13:02
Jodi Phares Project Manager, Jewish Federation of Greater Dayton

13:04
Felice Naide South Palm BEach County, Major Gifts

13:21
Ilana Toch, Development Associate at the Jewish Federation of Greater Charlotte

14:07
Jeffrey Prottas, St. Paul, Chief Development Officer

14:18
Gita Berk Chicago. women’s board campaign

14:20
Babette Levy Daskin, Campaign Chair, Ann Arbor, Michigan

14:36
Susan Lieberman, Its Your Legacy, Twin Cities

14:48
Dana DeBlasi, JFNA, Director Project Management CRM

14:52
Jen Bucklew, Development and WP, Minneapolis

14:53
Cheryl Carne, Dayton, Ohio, Director of External Relations

14:53
Josh Goldberg, Richmond VA, Allocations Chair

15:09
Joshua Millan, Jewish Nevada, Board Director and Chairman, Allocations

15:28
Mark Merkovitz ...Princeton

15:31
Dave Guzikowski, Jewish Federation of Greater Pittsburgh, Manager of Campaign Operations

15:36
Connecting with working women in their 40s-60s

15:36
Flat giving!

15:41
Flat Giving

15:42
Steve Gross, Senior Director, JFNA Institutional Advancement

15:52
our donor pyramid is actually an hourglass. heavy at top and bottom

15:52
New volunteers

16:01
Too many asks from too many organizations... zoom fatigue...

16:08
How will we engage new people without programs and meeting face to face

16:11
staying connected to donors

16:12
I like hourglass... that's a new one...

16:15
Few organic interactions

16:20
making meaningful connections online

16:35
Case for giving

16:43
Major donors... DAF fund holders...

16:43
difficult to move the gift

16:48
Finding new major and mid-tier donors.

16:49
Younger people coming in

16:50
unengaged 40s to 60s

17:05
So many are attending, despite Zoom fatigue

17:09
The cause is just so great and in their face - how can they not give...

17:12
Response Fund donors

17:27
JFNA MAtch

17:30
Older donors scared about COVID who are thinking about their legacy

20:28
will we get a copy of her presentation

21:05
@Felice - yes!

27:39
Having the good CRM is important, but if it's not being used... that's the key -- commitment from everyone to use it to its capacity.

55:56
While all of this makes perfect sense... how do small shops handle this volume of activity? Some of us only have two or three people...

59:13
We hope to use a “wealth engine” with our new CRM. But it is not set up yet. Is it doable to use a product such as Donor Search manually with 100-150 donors?

59:21
Absolutely - you can do this without a wealth engine — using tools from previous slides (google, zillow, open secrets etc.)

01:00:58
thank you very much!

01:01:04
Thanks for running this session another time! Much Appreciated. Very tachlis!

01:01:16
Thank you Nanette...very helpful

01:01:21
Thanks, good hour.