Monday, Mar. 3
Segmentation & Personalization Workshop participants will focus on communication and marketing tactics for tailoring messages that resonate with various segments of donors and non-donors to engage, cultivate and steward.
Password available only to workshop registrants.
Segmentation & Personalization Workshop participants will learn:
- How to segment donors for greater fundraising success
- Personalization tactics that build authentic, lasting donor relationships
- Tools and technology tips to scale personalized outreach without losing the human touch
- Real-world examples and templates designed for fraternity and sorority fundraising teams
| 12 – 12:10 pm | Welcome |
| 12:10 – 12:45 pm | Segmenting Donors for Greater Impact |
| 12:45 – 1 pm | Small Group Activity: Know Your Donors |
| 1 – 1:10 pm | Large Group Discussion: Segmentation Strategies |
| 1:10 – 1:15 pm | Part 1 Wrap Up |
| 1:15 – 1:30 pm | Break |
| 1:30 – 2:15 pm | Personalization Strategies that Work |
| 2:15 – 2:25 pm | Workshop: Crafting Personalized Journeys |
| 2:25 – 2:35 pm | Large Group Activity: Outreach Plans |
| 2:35 – 2:40 pm | Break |
| 2:40 – 2:50 pm | Scaling Personalization with Tech |
| 2:50 – 3 pm | Key Takeaways & Action Planning |
Why This Session Is a Must-Attend:
- Gain practical strategies that move donors from first-time gifts to lifelong support
- Participate in interactive breakouts to apply insights to your donor base immediately
- Leave with a personalized action plan for your chapter or national organization
Meet the Facilitator: Erik Tomalis
Chief Revenue Officer at Avid
A proven fundraising professional who is forward-thinking, people-driven, and, most of all results, results-oriented. 20+ yrs of fundraising experience, making 5,000+ donor solicitations raising millions of dollars for non-profit organizations, such as St. Jude, Sigma Nu Educational Foundation, Boy Scouts and Allegheny Health. As well, he’s served as an executive leader Pursuant-Ketchum (agency), Virtuous (technology) and now Avid (AI).
At Avid, Erik is committed to helping nonprofits grow global generosity. He believes that giving is about personal connections, not transactions. Generosity is driven by our passions and relationships – and givers want to feel like they are part of a movement bigger than themselves.
Learn more about Erik on LinkedIn.
Secondary Facilitator: Nathan Hill
Vice President, NextAfter Institute
Learn more about Nathan on LinkedIn.
