Webinar Viewing: How to Land More Appointments with Major and Legacy Gift Donor Prospects


Event Info

Webinar Viewing: How to Land More Appointments with Major and Legacy Gift Donor Prospects


"Getting the appointment is harder than getting the gift...and getting the appointment is 85% of getting the gift." -Jerry Panas

Experienced, mid-level, and novice fundraisers alike can learn from Greg's experience making over 30,000 cold calls and qualifying leads. Don't waste your precious time making calls that lead to no where. Greg will show us how to adjust our mindset to make effective calls that earn our prospect's trust and get the appointments that lead to gifts.

greg_warner_photo.jpgGreg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2013, Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers zero in on the donors most likely to support their organizations and institutions with major and legacy gifts.

Greg Warner is a pissed off donor. And the more this savvy marketing expert examined nonprofits’ fundraising efforts, the more incensed he became. His mission? Get non-profits back on track to creating value for their contributors, generating long-term donor support and avoiding populist fundraising that costs a lot but yields little impact.

A decade ago, Warner volunteered to help a charity close to his heart improve the effectiveness of their legacy gift lead generation and cultivation efforts with a fresh strategy. After implementing his plan, the organization generated more highly qualified leads—and uncovered more previously hidden legacy gifts—than it had uncovered in any single marketing campaign...ever.

After that initial success, Warner recognized that the greatest transfer of wealth in U.S. history was imminent thanks to the aging Baby Boomer population. So he decided to act. He realized that by combining his understanding of high technology with savvy marketing strategies and superior sales skills, he could help non-profit organizations increase the pace and scale of their legacy, mid-level and major giving efforts.

Having summarized these results in his new book, Engagement Fundraising: How to Raise More Money for Less in the 21st Century, Warner is disrupting how fundraisers raise more money, more efficiently.

This session is a Webinar Viewing. Bring your own lunch, listen to a professional gift planner or advisor share their expertise through a live webinar, and network with your colleagues for only $10.

2019_cfre_ce_provider.jpgCAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Webinar Viewing is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.



29 April, 1:00pm to 29 April, 2:00pm


KidsAbility, 500 Hallmark Drive

Waterloo,  Ontario  N2K 3P5 Canada