Philanthropic Pipeline Development to Grow Your Middle Tier and Major Giving Programs
- Shared screen with speaker view
Rachel Gleitman
12:27
Rachel Gleitman, JewishColumbus, Director of Women's Philanthropy
Dana Margolis
12:35
Dana Margolis, WP Director - Milwaukee! Glad to be here!
Robert Silverman
12:52
Bob Silverman, Springfield, Illinois
Jodi Phares
13:02
Jodi Phares Project Manager, Jewish Federation of Greater Dayton
Felice Naide
13:04
Felice Naide South Palm BEach County, Major Gifts
Ilana Toch
13:21
Ilana Toch, Development Associate at the Jewish Federation of Greater Charlotte
Jeffrey prottas
14:07
Jeffrey Prottas, St. Paul, Chief Development Officer
gita berk
14:18
Gita Berk Chicago. women’s board campaign
Babette Levy Daskin
14:20
Babette Levy Daskin, Campaign Chair, Ann Arbor, Michigan
Susan Lieberman
14:36
Susan Lieberman, Its Your Legacy, Twin Cities
Dana DeBlasi
14:48
Dana DeBlasi, JFNA, Director Project Management CRM
Jen Bucklew-Minneapolis
14:52
Jen Bucklew, Development and WP, Minneapolis
cherylcarne
14:53
Cheryl Carne, Dayton, Ohio, Director of External Relations
Josh Goldberg
14:53
Josh Goldberg, Richmond VA, Allocations Chair
Joshua Millan (Las Vegas)
15:09
Joshua Millan, Jewish Nevada, Board Director and Chairman, Allocations
Mark Merkovitz
15:28
Mark Merkovitz ...Princeton
David Guzikowski
15:31
Dave Guzikowski, Jewish Federation of Greater Pittsburgh, Manager of Campaign Operations
Rachel Gleitman
15:36
Connecting with working women in their 40s-60s
Dana Margolis
15:36
Flat giving!
Mark Merkovitz
15:41
Flat Giving
Steve Gross
15:42
Steve Gross, Senior Director, JFNA Institutional Advancement
Joshua Millan (Las Vegas)
15:52
our donor pyramid is actually an hourglass. heavy at top and bottom
Harriet Schulman. So NJ. Campaign Co-Chair
15:52
New volunteers
Jeffrey prottas
16:01
Too many asks from too many organizations... zoom fatigue...
Felice Naide
16:08
How will we engage new people without programs and meeting face to face
Robert Silverman
16:11
staying connected to donors
Jeffrey prottas
16:12
I like hourglass... that's a new one...
Dana Margolis
16:15
Few organic interactions
Ilana Toch
16:20
making meaningful connections online
Dana Margolis
16:35
Case for giving
Jeffrey prottas
16:43
Major donors... DAF fund holders...
cherylcarne
16:43
difficult to move the gift
Babette Levy Daskin
16:48
Finding new major and mid-tier donors.
Harriet Schulman. So NJ. Campaign Co-Chair
16:49
Younger people coming in
Rachel Gleitman
16:50
unengaged 40s to 60s
Dana DeBlasi
17:05
So many are attending, despite Zoom fatigue
Jeffrey prottas
17:09
The cause is just so great and in their face - how can they not give...
Rachel Gleitman
17:12
Response Fund donors
Felice Naide
17:27
JFNA MAtch
Steve Gross
17:30
Older donors scared about COVID who are thinking about their legacy
Felice Naide
20:28
will we get a copy of her presentation
Lindsay Matloff
21:05
@Felice - yes!
Jeffrey prottas
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.
Jeffrey prottas
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...
Babette Levy Daskin
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?
Heather Ring
59:21
Absolutely - you can do this without a wealth engine — using tools from previous slides (google, zillow, open secrets etc.)
gita berk
01:00:58
thank you very much!
Babette Levy Daskin
01:01:04
Thanks for running this session another time! Much Appreciated. Very tachlis!
Steve Gross
01:01:16
Thank you Nanette...very helpful
Robert Silverman
01:01:21
Thanks, good hour.