Education Luncheon: Generosity Experience Design: Cultivating Recurring Donors

AFP Fairfield County presented by CCS

Cultivating Recurring Donors

Embark on a transformative journey with a special session dedicated to converting one-time donors into steadfast supporters. This immersive 60-minute workshop is structured to provide you with the essential skills needed to apply Generosity Experience Design principles effectively and build trust by leveraging technology to connect with people.

In this session, we’ll dive deep into the art and science of nurturing one-time contributors into recurring donors. We’ll explore the significance of leveraging data to decode donor motivations, anticipate behavioral patterns, and craft compelling appeals using artificial intelligence.

Learning Outcomes:

  • Mastering Donor Data Interpretation: Gain proficiency in analyzing donor data to unearth underlying motivations, enabling you to tailor your engagement strategies effectively.
  • Predictive Donor Behavior Insights: Develop the ability to use motivational insights to predict and influence donor actions, focusing on strategies that encourage the transition to recurring giving.
  • AI-Driven Engagement Strategies: Discover the role of artificial intelligence in shaping powerful donor appeals, enhancing your ability to connect with donors on a personal level and inspire continued support.

Join us to elevate your fundraising approach, where data-driven insights, predictive analytics, and innovative technology converge to transform one-time donors into lifelong patrons. Together, we’ll redefine the landscape of donor engagement and generosity.

REGISTER HERE

Our Presenter:

Tim Sarrantonio – Director of Corporate Brand at Neon One

Tim Sarrantonio is an internationally renowned speaker on generosity, technology, and the trends in the social good sector. After helping various causes raise over $3 million, he then moved into providing support for thousands of nonprofits through his work at Neon One. He has spoken at AFPICON, NTC, TEDx, and holds a Certificate in Philanthropic Psychology from the Institute for Sustainable Philanthropy. He lives in Niskayuna with his lovely wife, three lovely daughters, and a deep love of the Adirondacks.

 

 

Thank you to Our Sponsor:

Private Wealth Management for High Net Worth Individuals, Corporate Executives, Entrepreneurs, Endowments, Foundations, and Family Offices

In a world where most investment managers look alike, we are honored to advise clients at Bernstein Private Wealth Management—a firm like no other. We are investors, not intermediaries or middlemen, working directly with clients to solve today’s financial planning and investment strategy challenges. A common thread among our clients is that they are hardworking, honest, down-to-earth people who are looking to work with financial advisors who are not “yes” people.  We and Bernstein are fiduciaries—our clients always come first, we have no conflicts of interest, and we are completely transparent.

One of our clients said it best when asked why he works with us: “There is no such thing as someone who is very honest or highly ethical; someone is honest and ethical, or they are not.” This is how we work with our clients and why our clients trust us and trust Bernstein.

Bernstein is a “global boutique”—we have the resources and expertise to do what our clients need us to do. We manage $650+ billion and have constructed our firm in a manner where each client feels as though they are our only client.

Scott C. Nevins
Principal
T +1 212 756-4259   M +1 203 858-4114

290 Harbor Drive, Stamford, CT 06902


Find out more about Scott and his team Partnering With Us

 

 

 

 

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New York, NY  10105

Bernstein.com

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Details

Date: Thursday, April 25, 2024
11:30 AM Registration and Networking
12:00-1:30 PM Lunch and Program
Location: Elicit Brewing, 111 Old Black Rock Turnpike, Fairfield, CT 06824

Luncheon Fee

AFP MEMBERS – $40
*GUEST of AFP Member – $45
FUTURE MEMBERS – $50

A BENEFIT for all AFP-Fairfield County Chapter Members! We encourage you to invite a prospective member to an AFP educational program at a special rate of $45.
*Reservations can be made online by the guest, but the Member must attend the event. Walk-in guests will not qualify for special rate. Guests may only receive a special guest rate one time.

REGISTER HERE

 

CFRE Credits:

You earn 1.5 CFRE credits toward certification for this event.
For more information about CFRE certification, please visit https://www.cfre.org/certification/