Major Giving: Back to Basics with an Eye on the Future


As you may have heard… most things have changed. The amount of rapid and successful change that has happened within organizations over the past few months is a testament to the sector. What hasn’t changed, thankfully, is the importance of relationship-based fundraising. As the pandemic continues to unfold, and we see ongoing vulnerabilities in events and other revenue streams, securing larger gifts from individuals is increasingly important to charities.

But understanding how to build and maintain donor relationships during challenging times is key. You want to ensure  that your organization is bringing the best in the science of donor management to track the art of relationship building...and this is no easy task. To help arm you with fundamental best practices coupled with the latest thinking in the sector, Allison Bone and Celeste Bannon Waterman of KCI will join us to discuss:

  • The Why, and Why Now of Major Giving
  • Identifying and Tracking Potential Major Donors
  • How to Engage and Build Relationships that lead to Gifts
  • Key Metrics to Monitor and Evaluate Success
  • What Next? Key Trends to Watch



Major Giving: Back to Basics with an Eye on the Future

Wednesday, October 21, 2020

1 pm - 2:15 pm

Webinar and Q&A


AFP GH Members: FREE

Non-Members: $15




BONUS! This course is entitled to 1 CFRE Education Credit



About our presenters:


 Allison Bone, Associate Vice President, KCI

Allison Bone is a seasoned development professional with over 20 years’ experience in the areas of annual and  major giving, volunteer management, capital campaigns and organizational development. With KCI she specializes in organizational capacity assessment and revenue generation planning for organizations in the health care, social  services, cultural and education sectors. As on-site campaign counsel with KCI, Allison has provided campaign  planning and  implementation support to charities in a variety of sectors in communities in both Ontario and Manitoba.






Celeste Bannon Waterman, Senior Vice President Research & Analytics, KCI

Moving beyond traditional research methodology, Celeste specializes in using analytics to assist charities in understanding data to drive strategy and action. During more than ten years with KCI she has worked with clients in all charitable sectors on data analytics, trends analysis, benchmarking, and customized prospect research projects to provide quantitative and qualitative insights for fundraising strategy.  She is also a key contributor to KCI’s thought leadership and Philanthropic Trends publications.