Workshop Session IV (Click for session descriptions)

THE EVOLUTION OF MAKING THE ASK

Many fundraisers need to Make the Ask in person, on the phone, online and in writing – to major donors, to corporations, to foundations and even to Board members. When you’re making that ask you need to manage your nerves and ensure that you are shaping your Ask to have maximum chance of success. Old fashioned Moves Management is too crude an approach, as asks for becoming much more customized, more organic, and even more casual.

This session shares five key stages for any successful ask
•Passion- creating the most powerful emotional state for yourself and your prospect that addresses their concerns and motivations.
•Proposition- shaping your Case for Support to make it easy for the prospect to understand and see how they can help.
•Preparation- getting ready to meet an individual by designing a well-formed outcome and anticipating the challenges.
•Persuasion- building fast comfortable rapport and adjusting to your prospect’s communications and decision preferences.
•Persistence- handling challenges and objections effectively and where appropriate analysing what led to repeatable success.
The session is based on the Amazon best-seller Making the Ask – by Bernard Ross and Clare Segal.

VALUES AT WORK: LEAD FROM YOUR CENTER

Participants will be engaged in an interactive workshop to define their personal values and explore how it relates to their team, the university, and beyond. Exercises will navigate how to lead with your values in identifying personal goals, making decisions, and engaging with colleagues in the workplace.

FROM FIRST GIFT TO LASTING IMPACT: STRENGTHENING DONOR RELATIONSHIPS IN A DATA-INFORMED LANDSCAPE

As we move deeper into a decade shaped by rapid change, adaptability is no longer optional—it’s foundational. Fundraising continues to rely on the timeless cycle of cultivation, solicitation, and stewardship, but success today requires greater agility, personalization, and discernment. Data and emerging technologies, including AI, can support this work, but they do not replace human connection at the heart of strong donor relationships.

In this environment, strong donor relationships are built by thoughtfully cultivating relationships before the ask and stewarding them well after it. Strong stewardship must be embedded at every level of the donor pyramid, transforming data into lasting connection.

This practical, interactive presentation explores how today’s fundraising leaders can blend human connection with data-informed insights, using tools like wealth screening and AI as lenses to sharpen focus, prioritize effort and ask better questions. Drawing on real-world examples, the session will show how intentional actions before and after the ask can significantly strengthen trust, engagement, and long-term donor loyalty. Participants will also explore how to thoughtfully integrate virtual and in-person strategies to meet donors where they are.

TRANSFORM SPONSORS INTO PARTNERS: A GUIDE TO ACHIEVING CORPORATE SOCIAL RESPONSIBILITY (CSR) GOALS AND LEVERAGING NONPROFIT STRENGTHS

Major employers and corporations look to nonprofit partners to live out their values and engagement goals, and they want to do this with meaning and depth. While featuring national trends and changes in corporate social responsibility (CSR) and sponsorship relations, presenting leaders from SHARE Greater Lynchburg and their national platform partner Share Good will illuminate examples across their network of communities where corporate engagement and long-lasting partnerships have been maximized. Whether through assisting with volunteer time off (VTO) benefits or providing recognition and engagement at key events and with aligned programs – nonprofit development leaders can leverage their unique position of community enrichment with like-passioned institutions. Examples will illuminate how a convening partner like a SHARE community organizer can assist with connections to corporate leaders. Attendees will glean great lessons from the experiences such organizers have carried out and witnessed for CSR success.

Megan Huffman
Director of Community Outreach & SHARE Greater Lynchburg
Greater Lynchburg Community Foundation

DESIGNING DONOR-CENTERED EVENTS THAT LAST: A 25-YEAR FUNDRAISING SUCCESS STORY

Workshop attendees will go behind the scenes of ForKids’ 25th anniversary fundraiser to learn how intentional design, board engagement, and donor-centered strategy fueled record-breaking success. The session highlights practical approaches to committee structure, table hosting, storytelling, sponsorship, and immersive event experiences that deepen donor relationships and drive revenue. Participants will also learn how data, consistency, and year-round planning can turn a single event into a sustainable fundraising cornerstone. Attendees will leave with adaptable strategies they can apply to events of any size to increase impact, engagement, and generosity.