The Art and Ease of a Strong Contact Report

Our webinars provide you and your team the support, theory, and practical tools you need to excel, especially in uncertain times.
About this Event

We often talk about the importance of building good habits in advancement work. And as we are putting a greater emphasis on building organic and authentic relationships with our donors, nuanced and timely contact reports are key. An often-neglected responsibility, filing a report for donor contacts is one of the most important tools in building institutional relationships. This session supports good habits and accountability in our work, while also addressing the open information act, HIPPA and other considerations needed in the writing of contact reports. This webinar is for all members of the advancement team and will include the following topics:

Why contact reports matter
Elements of a strong contact report
Utilizing staff to assist with contact reports
Takeaway exercise for teams to do together

You may register as many members of your team as you like for one cost (instructions for how to invite team members will be included automatically at the bottom of your AnyMeeting webinar confirmation email).

Looking for CFRE credit? Full participation in any KDDPhilanthropy webinar is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Webinars are 60 minutes at 10am PST/11am MST/12noon CST/1pm EST. Participate live or purchase the recordings.

Speaker Background:

Kathy Drucquer Duff is an expert in advancement and leadership development with clients around the world. She's worked in and with institutions across the nonprofit spectrum, including education, the environment, healthcare, and social services. Her work spans training, coaching, and strategy, and is informed by a strong belief that the best investment a leader can make is in the people who carry out the work of inspiring and securing philanthropy every day.

Kathy founded KDD Philanthropy ten years ago after honing her approaching in a career that included serving as Associate Vice Chancellor of University Development at University of California, San Diego, Vice President of Philanthropy at Sharp HealthCare Foundation, and Associate Vice President of University Relations and Development at San Diego State University.

Kathy is a regular speaker for the Council for Advancement and Support of Education (CASE), the Association of Donor Relations Professionals (ADRP), and authored "Productive Conversations with Donors: A Handbook for Frontline Fundraisers."