Wednesday, Feb. 26
Mid-Level & Major Giving Workshop participants will explore strategies for improving the performance of their portfolio.
Mid-Level & Major Giving Workshop participants will:
- Develop skills to identify, engage and cultivate mid-level and major donors
- Better understand the donor journey and how to move donors through the giving cycle
- Develop techniques for understanding donor motivations, philanthropic goals and concerns through meaningful conversations
- Discuss effective and productive donor meetings, along with building trust and credibility as a fundraiser.
| 12 – 12:10 pm | Welcome |
| 12:10 – 1:15 pm | Our (Ever-shifting) Landscape and the Role of Mid-Level Giving |
| 1:15 – 1:30 pm | Break |
| 1:30 – 2:35 pm | Major Giving and Investment-focused Philanthropy |
| 2:35 – 2:50 pm | Loyalty to Investment |
| 2:50 – 3 pm | Closing |
Pre-Session Questions to Consider: These questions will frame some of the large and small group discussions for the session.
- Our organization needs a mid-level giving program to help us…
- The first steps that we took (or are planning to take) to build our mid-level program were…
- The best thing that we did to kick start our mid-level program was….
- The success of our major gift program comes from our ability to…
- We engage volunteers in fundraising by…
Meet the Facilitator: Jeffrey Hilperts
Executive Vice President, Campaigns and Fundraising Strategy at BWF
Jeffrey Hilperts is the executive vice president, campaigns and fundraising strategy at BWF where his clients include colleges and universities, independent schools, and major nonprofits. His work focuses on campaign readiness, feasibility studies, campaign planning, increasing meaningful volunteer engagement, and campaign communications.
Jeff served The Ohio State University for nearly 15 years in numerous leadership roles, most notably as the campaign director for the But for Ohio State campaign. In that role, Jeff orchestrated campaign planning and volunteer engagement for the $3.1B campaign, the largest in Ohio State’s history. Also, while at Ohio State, Jeff served as the chief advancement officer for the Michael E. Moritz College of Law, leading the college to consecutive record-breaking fundraising years. Jeff also held the post of vice president of advancement at Spring Hill College where he led communications, marketing, alumni affairs, and development for the 187-year-old Jesuit liberal arts college, attaining unprecedented fundraising success while rebranding the college.
As a thought leader in advancement, Jeff has volunteered in roles that span from AFP to the American Bar Association. Jeff has been elected to the boards of multiple nonprofit organizations, including serving as a board member of the Phi Kappa Tau Foundation Board of Trustees since 2016. Jeff earned his bachelor’s degree from Spring Hill College and his master’s degree from Franklin University.
Learn more about Jeff on LinkedIn.
