Beyond Gift Size: Building a Donor Pipeline Around Mindset, Readiness, and Philanthropic Interest

1 CFRE Credit | Live webinar | July 28th @ 1pm ET

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Most donor pipelines are built around the wrong thing. Gift size, campaign type, and immediate organizational needs feel like logical ways to organize prospects, but they lead to reactive appeals instead of a clear path toward long-term investment.

In this session, Carol Wick will share a practical framework for designing a thoughtful donor pipeline that helps prospects opt in based on what matters to them and then moves them forward based on present- or future-focused giving and the philanthropic pillars they care about most. Inspired by pipeline strategy development work with nonprofit clients, this approach helps organizations create a more intentional journey from first engagement to sustained partnership.

You will leave with ways to use capacity, affinity, and propensity indicators to sharpen your segmentation, focus your relationship building, and create donor pathways that feel relevant instead of generic.

What you will learn:

Why organizing your pipeline around gift size leads to reactive appeals instead of a deliberate donor journey
A framework for helping donors opt in based on their interests and move forward based on present or future-focused giving
How to use capacity, affinity, and propensity to build smarter segments and more relevant pathways
A free action plan you can apply to your own portfolio right away

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Register now!

Meet the Speaker

Carol Wick

President, Sharity Global

Carol Wick is a nationally recognized nonprofit strategist and author with over 35 years of executive leadership experience. As President of Sharity Global, she has helped hundreds of organizations worldwide scale their impact, securing over $300 million in funding along the way. Carol is the author of Nonprofit, Inc: Scaling with Purpose and a Fellow at Georgetown University's McCourt School of Public Policy.