In fundraising, summer is the season of organization. We step away from our busy day-to-day and prepare for the year ahead. This summer, a reset is especially important. We need to get focused and organized to prepare for an uncertain future. In this three-part series, we’ll walk you through what to do this summer—and, most importantly, how to do it.

Session 3: Create engagement plan

You’ve crafted your new case for support. You’ve organized your list. Now it’s time to bring them together into an engagement plan for the coming months.

In this session we’ll walk through:

• How to gather engagement ideas

• How to map out engagement plans by segment

• How to touch on all aspects of stewardship: thanking, demonstrating impact, and creating community

• How to integrate touchpoints with your moves management plans for top donors

This will be a 45-minute training with 45 minutes available for Q&A.