Donor Contact Reports: Implementing a System That Works 

Effective contact reports help you raise more money today and build your capacity to raise more money tomorrow.  But gift officers are rarely trained to write reports that contain the most important information and advancement offices do not always make these essential reports a priority.

In his recent book, Writing Meaningful Contact Reports: A Handbook for Fundraisers, author and consultant Jason McNeal, Ph.D., guides you through the challenges of writing and utilizing contact reports and helps set your team up for success. Join us for this Gonser Gerber Institute webinar in which Dr. McNeal presents the most valuable tips from his book and helps you implement a contact reporting system which will assist you in raising more money today and tomorrow. 

Topics in this webinar include:

• Demonstrating how contact reports can play a vital part in strengthening your institution’s culture of philanthropy
• Providing examples of successful contact reports
• Addressing ways to make writing and filing contact reports easier
• Providing worksheets and templates to assist your whole team in writing and using reports more effectively

On Demand Details: After your registation, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials after payment is received.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.

Your Faculty

Jason McNeal, Ph.D., Gonser Gerber partner, has provided advancement leadership to non-profit organizations for more than 20 years.  Having served as the chief advancement officer at East Georgia College and Maryville College (TN), he also has consulted with institutions throughout the U.S. and Canada.  Dr. McNeal has written extensively on key issues in non-profit fundraising and leadership including his blog that you can find at www.jasonmcneal.com and his bestselling guide, Writing Meaningful Contact Reports: A Handbook for Fundraisers.