USM Foundation

Washburn & McGoldrick Lunch and Learns

Join the USM and Washburn & McGoldrick

Between March and December, Washburn & McGoldrick will present eleven, 45-minute long, live webinars on Zoom on a variety of topics. These webinars are free for our USM colleagues and you are welcome to attend as many or as few as you wish. Each webinar will feature a presentation from Anne Berry and Susan Pettyjohn as well as a question and answer portion. 

Each webinar will be held from 12:00 pm to 12:45 pm. 

There is no cap on participation for these webinars, but you must sign up and register for them in advance.  

Click here to register
Please note that you must login to Zoom before registering.

Developing a Prospect Solicitation Strategy
Tuesday, September 20, 2022
  • Why you should have a strategy for your Top Ten prospects
  • Key elements of a prospect solicitation strategy
  • Using the strategy to guide your work:
  • If you can’t write it down, you can’t do it…
  • Identifying what you know and what you don’t, and using that to set agendas for conversations with your prospects
  • Regular review and adjustments
  • Using your strategy with your manager and your volunteers
  • Live Q&A

Click here to add to your calendar

How to plan a solicitation meeting or discussion
Tuesday, October 18, 2022
  • Who?
  • Where?
  • Developing the agenda
  • Anticipating potential questions
  • Who says what?
  • How to wrap the meeting 
  • Preparation/rehearsal 
  • Props: in advance, in the meeting, afterward 
  • Live Q&A

Click here to add to your calendar

Anticipating and Responding to Donor Questions
Thursday, November 17, 2022
  • Why you should always ask for a glass of water
  • Questions from donors: three main categories
  • How to listen athletically and make sure you know what’s being asked
  • How to respond to typical questions
  • Questions of trust and confidence, and how to respond
  • Live Q&A 

Click here to add to your calendar

Closing a Gift: Nine strategies that work
Tuesday, December 13, 2022
  • How to know when it’s time to close a gift
  • Nine strategies that work
  • Two gift officer traps to avoid
  • When to call the question, and how
  • Live Q&A

Click here to add to your calendar

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