Masterclasses

We are pleased to launch a new series of IDPE masterclasses for spring 2025, exploring each stage of the donor journey. These expert-led, two-hour sessions provide a unique opportunity to delve deeper into strategies for enhancing supporter engagement.

The first three sessions, taking place in the spring term, will focus on wealth identification, prospect qualification and donor cultivation. 

The series will continue at the IDPE 2025 Annual Conference, with sessions on gift solicitation and acknowledgement, as part of the main conference programme.

Find out more and book below: 

"100% of attendees would recommend IDPE masterclasses to other delegates."
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Masterclass: Donor Journey - Wealth Identification
10:00 – 12:00, Thursday 23 January 2025

Major gift pipelines start with wealth identification. However, identifying wealth successfully is not easy. There are complex assets to navigate, technical business terms, and the challenge of translating this to a prospect identification plan. Red herrings grab our attention too, job titles that sound good but are they really the transformational wealth we're looking for?

Join us for this session as we demystify wealth identification. Delegates will explore the origins of wealth vs. transformational wealth, high potential roles and sectors, how they make their money, and a take-home indication of capacity.

Speakers: Jason Briggs, Co-Founder & Director, Pyro.Solutions; Jonathan Jeffery, Co-Founder & Director, Pyro.Solutions




Masterclass: Donor Journey - Qualification
10:00 – 12:00, Thursday 27 February 2025

Talking to donors who don't want to engage is exhausting and disheartening. Yet, most caseloads are filled with donors who have made it pretty clear they don't want a personal relationship with your organisation.

In this masterclass, explore a data-proven, relationship-focused approach to help you develop more meaningful relationships with your donors by building a qualified caseload. Plus, take time to start working on key components of the qualification and begin identifying next steps for your caseload.

Speakers: Andy Milligan, Managing Director, Veritus UK & Europe 

 


Masterclass: Donor Journey - Cultivation
10:00 – 12:00, Tuesday 29 April 2025

Philanthropy Company will bring their extensive experience in engaging donors and prospects for clients in the education sector. As well as their knowledge and 'intel' from working directly with philanthropists, family wealth offices, and grantmaking trusts; to this session to support School leaders to effectively cultivate donors.

This session will encourage critical reflection on strategies for building pivotal relationships and enhancing donor engagement. Attendees will gain actionable techniques to inspire donor loyalty, understanding donor motivations and needs, and drive sustainable support for their institutions.

Speakers: Caroline Underwood OBE, CEO, Philanthropy Company; Gemma McPhail, Senior Consultant and Client Manager, Philanthropy Company