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*Special Program* Engagement Fundraising: A Fresh Approach to Secure Major and Planned Gifts

Tuesday, March 20, 2018 10:00 am - 11:30 am  ET
In-person | Washington, DC

You don’t need me to tell you that raising major and legacy gifts isn’t easy. If it was every organization would be doing it with more and more ease. Unfortunately, securing major gifts, and identifying those who have intentions of leaving planned gifts is a challenge.

Traditional approaches to make this line of work easier involve wealth screening, demographic data appending, and a variety of other tactics. Sometimes these help, but other times they hurt.

Engagement fundraising is a blanket term that encompasses a specific philosophy, strategies, and tactics an organization implements to help improve fundraiser efficiency. Instead of relying on traditional approaches of prospect prioritization, engagement fundraising preaches a handful of marketing initiatives that allow your supports to “raise their hands,” and self-identify their willingness to meet with a fundraiser one-to-one.

Learning Objectives:

  • Learn effective donor engagements strategies.
  • Learn how to prioritize which donors and prospects you engage with.
  • Learn specific tactics to cultivate relationships with donors and prospects that are NOT ready for a one-to-one meeting. 

Intended audience:

This presentation is designed for any development professional that has ever been frustrated by traditional approaches to securing major and planned gifts (wealth screening, demographic profiling, propensity scoring, etc.).

About the Presenter:

Zach Shefska

Director of Operations at MarketSmart

Zach Shefska is a technology entrepreneur and data analytics nerd. As Director of Operations at MarketSmart, he supports a team of strategists, designers, and programmers to help nonprofits prioritize and cultivate meaningful relationships with their supporters. In his spare time, Zach enjoys cooking, exercise, and spending time with his family. You can keep in touch with Zach through his website, Follow him on Twitter @shefska.

Space is limited and on a first-come, first-served basis. 


1627 K Street NW, Third Floor
Washington, DC 20006-1708

Training Event Calendar

Register online below or by calling 

(202) 331-1400.  

We periodically offer sign-language interpreted classes. To be notified as to when these classes will be available, please email

Due to our space limitations, please let us know 48 hours in advance if you need to cancel.