Western Washington University

Presentations

Collins in the Community

Whether you are in Seattle, Boise, or on the Kenai Peninsula, you can access trainings and presentations by Collins consultants. Come see us in person or attend one of our free webinars!

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Upcoming Presentations

Oct
30

Free webinar! Relationship Management 101: Finding the Right Prospects

Thursday, October 30 from 10am - 11am PT

About this free webinar from Campbell & Company

Approved Provider for CFRE Continuing Education

Successful relationship management begins with identifying the right prospects—yet with the increased demands on staffing and systems, many organizations struggle to develop a disciplined approach to prospect identification and initial strategy development..

Key learnings

The first webinar in our Relationship Management series, “Finding the Right Prospects” will simplify the relationship management process, providing tools and tips to build and sustain a strong major gift program.

This webinar will cover:

  • A straightforward definition that clarifies who is a prospect—and who isn’t
  • A simple working structure for defining your approach to prospect research
  • An overview of useful prospect research resources
  • A thoughtful process for building the identified prospect pool—and important next steps

Who will be hosting?

Carrie Dahlquist, Director of Strategic Information Services, Campbell & Company
Anne Clark, Research Associate, Collins Group, a division of Campbell & Company

Intended audience

Best suited for advancement services professionals and prospect researchers of all levels.

Register Now

Nov
4

Free Webinar! How to Effectively Include Planned Gifts in Your Campaign

Tuesday, November 4, 10:00 - 11:00 a.m. PST

About this free webinar from Collins Group, a division of Campbell & Company

Approved Provider for CFRE Continuing Education

Earn one point toward your CFRE!

While your development program may include some level of planned gifts, determining how these planned gifts best fit into a campaign can be something of a quandary. Will planned gifts detract from immediate fundraising needs? What portion of a campaign should be dedicated to planned giving? How can we engage volunteers and donors in these delicate conversations?

We’ll share the upsides and challenges of planned giving in the context of a campaign, as well as strategies and tools to help you determine the best approach to planned gifts for your organization.

Key Learnings

This webinar is ideal for senior development and executive staff as well as board-level volunteers. Participants will learn:

  • How to advance your strategic plan by incorporating planned gifts into your campaign
  • How to effectively train volunteers to help secure planned gifts
  • How planned gifts can help you reach your campaign goal without jeopardizing current funding needs
  • How to easily incorporate planned gifts into conversations with donors
  • Options and ideas for recognizing planned gifts

Who will be hosting?

Aggie Sweeney, President and CEO, Collins Group, a division of Campbell & Company
Amy Brown, Senior Consultant, Collins Group, a division of Campbell & Company

Register Now

Nov
12

Free webinar! Relationship Management 201: Managing the Right Prospects

Wednesday, November 12 from 10am - 11am PT

About this free webinar from Campbell & Company

Approved Provider for CFRE Continuing Education

The second webinar in our Relationship Management series, “Managing the Right Prospects” focuses on what to do after you’ve identified the right prospects—when true relationship management actually starts. For effective relationship management, organizations must develop a consistent and streamlined approach to portfolio review and management that focuses on moving prospects through the pipeline and toward solicitation.

Key learnings

In “Managing the Right Prospects,” we’ll focus on the critical roles and rules required for a transparent, collaborative team approach to successful major gift fundraising. Far beyond another talk about “building a culture of philanthropy” or cultivation and stewardship best practices, this session will give listeners something more: the tools and metrics they need to track their progress throughout the relationship management process, and the roles non-development staff and volunteers can play to identify prospects and deepen donor engagement.

Participants will learn:

  • A clear definition of key roles played by senior staff, board members and other volunteers, and advancement staff
  • Simple working guidelines for promoting and tracking your prospect pool and portfolio management, supported by relationship management meetings
  • A thoughtful set of relationship management metrics to promote transparency and accountability
  • Strategies to establish realistic, achievable goals around these metrics

Who will be hosting?

Carrie Dahlquist, Director of Strategic Information Services, Campbell & Company
Kate Banta-Green, Consultant, Collins Group, a division of Campbell & Company

Intended audience

This webinar is geared toward executive leaders, fundraising professionals, and advancement services professionals

Register Now

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