Peer Event

Virtual Meet-Up: Community Foundation Donor Services - May 2023

Join this interactive and informal virtual meet-up for all community foundation staff who are philanthropic advisors or involved in donor stewardship.

Date & Time

ET to
ET

Location

Zoom
Audio capabilities required

Cost

FREE for Members

Constituent Relationship Management (CRM) and Donor Portals 

Join this interactive and informal virtual-meet up for all community foundation staff who are philanthropic advisors or involved in donor stewardship. This peer-led conversation will be a time to connect with peers across the nation and share learnings. 

This conversation will focus on utilizing technology to improve relationships with stakeholders, asking peers the following questions: 

  • How is your organization utilizing a Customer Relationship Management (CRM) in developing and building connections with donors?
  • What are examples of successes and challenges with specific types of platforms?  
  • How can donor portals offer tools to help donors and fund advisors the ability to access information and engage in different ways, as well as promote transparency, and build trusting relationships? 

Be prepared to share insights or ask questions in this interactive conversation. 

Peer Discussion Leads

Catherine Cooney

Cathy Cooney

Director of Donor Services
Montana Community Foundation

Pauline Martinson

Pauline Martinson

Director, Philanthropic Advisor
The San Diego Foundation


To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.  

Speakers

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