Learn the basics of endowments, including funding sources, allocation methods, and creative applications to inform your endowment planning.
Learn about the key steps of the Annual Giving Cultivation Cycle.
Learn about the key steps of the Major Gifts Cultivation Cycle.
Senior Manager of Prospect Development Stephanie Brouwer and Principal-West Coast Kristin Love share tips on how to target your prospect research for improved accuracy and results.
Joanne Curry, Head of Client Success & Principal, explores basic accounting principles required for grant reporting, budgetary projections, and financial reconciliation. Learn about the different functions of development and finance departments and how to optimize your internal communications for better recordkeeping.
Learn about the necessary components and key differences between the Major Gifts and Annual Giving Donor Cultivation Cycles.