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Major Gifts Method: Increase Your Close Rate with Technology Operations

January 29, 2024

10:00 am - 11:00 am PT | 1:00 pm - 2:00 pm ET


Your fundraising success hinges on the effective use of technology. This workshop is tailored for Executive Directors, Directors of Development, and Directors of Advancement empowering you to learn how to leverage technology operations to elevate your major gifts strategy. Learn how to be more effective and efficient with which donors you are cultivating and closing by letting your CRM and technology operations guide you on the operational and administrative side. Gain practical insights into the power of dynamic prioritization, creating data flow automation within your CRM, and the must-haves in your donor management system to ensure you can streamline your workflow, enhance donor relationships, and ultimately boost your close rate. Embrace the transformative impact of technology operations and take a significant step toward your organization's sustainability and growth.

Who Should Attend?

Professionals involved in fundraising

What The Training Will Cover

Understand how to build a proper pipeline with the correct data attributes

Review how to design a dynamic donor prioritization based on pipeline

Discover key steps to build a CRM system

Analyze how to use tech operations for major gifts fundraising


Premier Members








Additional Information

All workshops are live & recorded. Registrants receive slides & recordings. It is best to attend live. If you miss the workshop, you can watch the recordings and reach out to the instructor with any questions.

Looking to register 3+ people? Email us at to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate. Upon registration, you will receive a link to participate in the training. Please check your inbox or spam folder.


Sarah is a strategist, impact evaluator, technology advisor, and data translator to mission-driven organizations. As a former IT Strategy Consultant with Accenture, she consulted for Fortune 500 companies and C-suite executives on leveraging the power of data and technology to provide invaluable insights and measure their impact. Previously, Sarah was the VP of Client Solutions at Treehouse Technology Group, where she oversaw client design, delivery, and data model development of analytics platforms.

Today, she empowers social impact organizations to create more impact by using the same methodologies and frameworks that empowered her for-profit clients to make more money. Sarah's non-profit clients come to her for help in transforming into a data-informed organization that allows them to compete better for donor dollars, grant awards, volunteer time, and community involvement. Sarah advises clients who are seeking impact measurement, program evaluation, grant reporting, data analysis and visualization, and the alignment of strategic plans to operational performance. She specializes in how to solicit stakeholder feedback at scale using technology to simulate 1:1 focus groups and interviews in a fraction of the time and budget.

Sarah has an MBA from the F.W. Olin Graduate School of Business at Babson College, and a BS in Business Administration and Finance from Northeastern University. When not serving those on the front lines of social impact, she's busy baking gluten-free goodies, being active outside, and playing with her two young daughters.

Michelle is a fundraising consultant based in NYC and Jackson, WY.

As the former VP of Development at Partnership Schools, a $30M/year education nonprofit for marginalized youth, she led the organization to achieve a fundraising milestone of $16M and supported its national expansion. Michelle's experience also spans roles at Lincoln Center for the Performing Arts, American Ballet Theater, Hospital for Special Surgery, and Madison Square Garden. She is the Founder of Cleopatra, a consultancy dedicated to equipping start-up nonprofits, especially those helmed by female founders, with the strategic and operational tools necessary for growth.

Michelle earned her BFA in Dance from Columbia College Chicago and is preparing to enter business school in September 2024.



1 hour of training = 1 credit hour



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