September 2020 Meeting

September 25, 2020

AFP Donor Retention: A Self-Assessment Workshop

Jump Start Inc.
6701 Carnegie Ave.
Cleveland, OH. 44103

8:30 a.m. to 8:50 a.m. - Introduction plus Opening Activity
8:50 a.m. to 9:10 a.m. - Section 1: Why Organizations Lose Donors and Money
9:10 a.m. to 9:40 a.m. - Section 2: How Keeping Donors Increases Fundraising Success
9:40 a.m. to 10:10 a.m. - Section 3: Measuring the Effectiveness of Your Fundraising Efforts
10:10 a.m. to 10:25 a.m. - Break
10:25 a.m. to 11:25 a.m. - Case Study: Part 1: Kirkwood Child Development Center
11:25 a.m. to 11:55 a.m. - Case Study: Part 2: Kirkwood Child Development Center
11:55 a.m. to 12:35 p.m. - Section 4: Developing a Successful Donor Retention Plan
12:35 a.m. to 1:30 p.m. - Lunch Break
1:30 a.m. to 4:00 p.m. - Case Study: Part 3: Kirkwood Child Development Center
4:00 a.m. to 4:15 p.m. - Break
4:15 a.m. to 4:45 p.m. - Section 5: Review and Apply What You’ve Learned
4:45 a.m. to 5:30 p.m. - Conclusion

The AFP Donor Retention: A Self-Assessment Workshop is based on data collected via the AFP Fundraising Effectiveness Project. Its purpose is to show nonprofits the value of tracking overall gains and losses in gifts and donors – then how to use that information to develop cultivation strategies to improve donor retention.

The focus of this workshop:
How to develop an effective Donor Retention Plan’ based on what research indicates really works.

Topics covered include:
• Why organizations lose donors and money
• How keeping donors increases fundraising success
• Determining the effectiveness of fundraising efforts through use of the FEP Fundraising Fitness Test
• Developing a successful donor retention plan

The workshop curriculum is presented through lecture, a fictional case study based on real data, and the encouragement of participant dialogue. Each participant receives a printed manual both for use during the workshop, and as a tool for launching their organization’s own effective Donor Retention Plan.



Applied for CFRE Credit 

Facilitator: Patricia Egan, MBA, CFRE, Susan G. Komen Northeast Ohio
Co-Facilitator: Lori Hunter Overmyer, MBA, CFRE, Goettler Associates, Inc.

View Bios

Cost to Attend:
AFP Member $150 per person
Non-Member $225 per person


Major Sponsors

(Presenting Partner for the Chapter's Mentoring Program)

Supporting Sponsors