Mastering the Handoff: Building an org chart to propel pipeline

Institutions across the country are facing a similar challenge: There’s a big gap between annual giving donors and major gift prospects. Elevating loyal annual giving donors to the major gift level can feel like a daunting task. And determining an effective team structure is a puzzle that’s not easily solved.

Until now.

Santa Clara University is working against these all-too-common realities by building a structure that bridges this big divide and propels prospects from the annual giving pool into leadership and major gift portfolios. And they’re engaging their student population along the way!

In this webinar we cover:

  • Strategies to navigate the critical handoff of annual-level donors to secure more major gifts.
  • How to leverage the influence of on-campus ambassadors to establish a student-led lead generation strategy.
  • Tips for using real-time analytics to elevate prospects when they’re ready for gift officer outreach
  • The optimal team structure for cultivating a robust talent pipeline.