Strategy, Action, and Senior Leadership: Partnering to make the most of your strategy meetings

Strategy, Action, and Senior Leadership: Partnering to Make the Most of Your Strategy Meetings

Wednesday, October 30, 2024

10AM- 11AM  (ET)

Online

Effective strategy sessions can be tough without the right partnership, preparation, and tools. To facilitate better strategy discussions and action item follow-through, the Colonial Williamsburg Foundation's Director of Prospect Development (PD) and Associate Vice President for Development partnered to revamp the monthly principal gift strategy meetings. With input from the fundraisers as well, the pair redefined the scope of the strategy meetings, stakeholders that should be included, and the expectations for how each stakeholder will prep for and interact during the strategy sessions. The fundraisers prepare strategy worksheets to outline roadblocks, engagement opportunities, and assistance needed from senior leadership. In addition to prospect research and relationship mapping, the Director of PD developed an Action Item Tracker for the strategy group to track and follow up on next steps. Join us to learn how we partnered to get the most out of every strategy session.

PRESENTERS:

Lindsay Rogillio is the Director of Prospect Development and Analytics at the Colonial Williamsburg Foundation, leading the prospect management, prospect research, and prospect data analytics efforts. Prior to her current position, Lindsay spent nearly 10 years in higher education prospect development offices at the University of South Carolina and Virginia Commonwealth University. She has volunteered with aasp's Membership Engagement Committee and Best Practices in Prospect Development Committee. She holds a master's in library and information science from the University of South Carolina, and is completing a master's in decision analytics from Virginia Commonwealth University. Lindsay loves traveling, salsa dancing, and enjoying every food festival she can make it to.

Julie Solomon is the Associate Vice President for Development for the Colonial Williamsburg Foundation, leading and managing the individual fundraising teams including principal gifts, regional philanthropy/major gifts, gift planning, and the CW Fund. Julie has worked in fundraising for over 30 years. Prior to her current position, she served as Managing Director of the Advancement team at EAB Global Inc., a leading provider of subscription-based research, software, and technology-enabled services to the higher education industry. Prior to EAB, Julie held various roles in fundraising at her alma mater, Skidmore College in Saratoga Springs, NY; Union College in Schenectady, NY; and the University of Richmond in Richmond, VA. Married with two children, Julie enjoys adventure travel and training for athletic pursuits with her husband.

COST:

$25 Members

$50 Non-Members

LOCATION:

This program will be held as a Zoom meeting.  Attendees will receive a Zoom link a day before the event. The program will not be recorded.  

DEADLINES:

Deadline for registration will be October 29th at 1PM.