Sessions & Presenters

CCAE Snap Sessions- Collaboration & Co-Operation

Advancement staff work hard to build relationships and manage portfolios. Constituents and donors often make a move from one portfolio to another. What does portfolio overlap look like? How do advancement professionals ensure a seamless experience from the donor perspective? 

There is no right away, but there are different ways that are working.

5 Institutions will have 10 minutes each to share, their secrets and best practises on breaking down silos and creating seamless experiences for their constituents and donors.

Learning objectives:

  1. Hear how different advancement teams are working to ensure donor movement is covered in an efficient and seamless way.
  2. Learn how some shops take a holistic approach to donors and work as a team to steward and support their needs.
  3. Identify with some areas of different models and apply them to one’s own practices.

Penelope BurkPenelope Burk
President, Cygnus Applied Research, Inc.
Author, Donor-Centered Fundraising and Donor-Centered Leadership

Penelope Burk’s career in the not-for-profit sector began in communications and market research in the arts in the early 1970’s and expanded into fundraising and senior management for prominent human services organizations over the next decade. She founded Burk & Associates Ltd. in 1990 and Cygnus Applied Research, Inc. in 2003.

Penelope is the author of the best-selling industry standard, Donor-Centered Fundraising. First published in 2003, the book is currently in its tenth printing. In 2013, Penelope published the companion book, Donor-Centered Leadership, a critical resource for Boards of Directors, Chief Executive Officers and Advancement Directors on how to implement Donor-Centered Fundraising and manage fundraising staff for optimum results.

Penelope Burk understands donors and what they want more deeply than any consultant in the fundraising industry. In the last twenty years, she and her innovative firm, Cygnus Applied Research, Inc., have conducted surveys and research studies with more than a quarter million American donors. She has reached back into their lives to find out about the first time they gave, what motivates their philanthropy now, what their greatest and most frustrating experiences in giving are, and what their dreams are for their philanthropic future.

National Partners