Delivering the Unexpected
Due to the unique nature of gift planning, delivering on a sound, proactive stewardship plan requires thoughtful attention. Given the considerable timeline between when a gift is confirmed and when it is realized, the stewardship process goes beyond gift acknowledgement and impact reporting. It is about stewarding the values system and aspirations of the donor and not just the gift itself. It is about building authentic and meaningful relationships with our donors and creating a culture of trust, accountability and aligned expectations to ensure that they maintain a high level of confidence in their decision to partner with our organizations.
Key takeaways:
- How to build and sustain meaningful relationships with donors through ongoing, authentic engagement
- How to actively listen to donors to understand what they want and expect
- How to consistently deliver a positive experience and make a lasting impression
- How to create a stewardship toolkit tailored to your organization
Dee Dee Sung
Dee Dee Sung is the Senior Associate Director of Gift & Estate Planning at the University of British Columbia where she has the exciting opportunity to work with deans, faculty, staff, alumni, donors and her faculty based development colleagues to inspire, secure and steward planned gifts. She believes in collaboration over silos and taking an approach to fundraising which creates proactive partnerships between donors and the university built on vision, shared purpose and the commitment to making the world a better place.
Passionate about lifelong learning and higher education, Dee Dee completed her BA at UBC and her Executive MBA at SFU while holding the position of Associate Director, Planned Giving for University Advancement. She also holds a certificate in organizational and leadership coaching. With extensive experience in the private and not-for-profit sectors, Dee Dee is committed to building bridges in the community and elevating the level of professionalism in the charitable fundraising sector. She was a former member of the CAGP Greater Vancouver Chapter, former co-chair of the CAGP Greater Vancouver Chapter mentorship committee and currently serves as a CAGP mentor. A passionate guitar player and lover of music, Dee Dee is current board chair of the Saint James Music Academy whose mission is to create social transformation through the power and love of music for children living in Vancouver's Downtown Eastside.
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.
CAGP Waterloo-Wellington is a CFRE Continuing Education Approved Provider. Full participation in a Lunch & Learn or Webinar Viewing is applicable for 1 credit in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
