Relationship-Building with Funders: 2021 Governor’s Conference on Volunteerism

Presented by Richard Peck, VP of Development and Philanthropy Services, New Hampshire Charitable Foundation

Session Description:

This session will give you tips on working with funders and potential funders.

Topics include starting new relationships (with individuals, businesses, and foundations), continued engagement & gratitude, and appropriate ways to reach out to engage (i.e. when a 1:1 is important vs. a chat on the phone vs. sending physical mail).

Also covered will be how/when to ask for more support (i.e. what factors might justify that), what high-capacity and strategic donors are looking for, and reasons donors are motivated to contribute large sums of money (as well as a nod to “test gifts”).

Session Goals:

By the end of this session, participants will have learned how to:

  • identify what effective engagement looks like with funders and potential funders
  • build and maintain mutually beneficial quality relationships
  • immediately use new ideas and tactics for short- and long-term results

Resources:

Biography:

Rick Peck leads the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Before joining the Foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine as director of individual giving and gift planning. 

Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy®, and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.