skip to content


Retaining Wealthy Donors: Veteran Development Officers Share Their Tips

Tuesday, July 26, 2016 2:00 pm - 3:00 pm  ET

This event is no longer available.

Webinar Start Time:

Eastern Time: 2:00 p.m.
Central Time: 1:00 p.m.
Mountain Time: 12:00 p.m.
Pacific Time: 11:00 a.m.

Check more time zones

So you’ve landed a big donation- — what’s next? Retaining donors can be challenging, and wealthy donors are often heavily canvassed for donations by numerous organizations. How can you craft a memorable campaign that will stand out and engage your wealthy donors year after year? Join us on July 26, 2016 as veteran development officers Barbara Davis (Hetrick-Martin Institute) and Nicole Souza (CUNY Baruch College) share their tips for creating successful incentive programs that engage and retain wealthy donors.


  • Identify and segment your wealthy donors
  • Learn successful strategies for retaining wealthy donors
  • Begin to develop a plan for engaging wealthy donors at your organization

Intended audience: 

  • Executive Directors
  • Development Officers
  • Major Gifts Officers

Presenter: Nicole Souza, Director of Special Gifts, CUNY Baruch College


   Nicole Souza serves as the director of special gifts in the Office of College Advancement at Baruch College. The Office of College Advancement raises funds through the Baruch College Fund, a nonprofit founded in 1969, whose purpose is to promote the educational welfare of the students of Baruch College. Each year, the Fund grants over $13 million to the College for vital programs that help shape the Baruch experience.

Since Nicole’s arrival in 2011, Baruch College exceeded its campaign goal of $150 million, raising nearly $160 million. Under her leadership, the Annual Fund revenue grew by 32% and the Leadership Giving Society membership grew by 46% . Nicole has successfully managed Annual Fund and Leadership Giving programs over a period of 11 years for both public and public and private higher education institutions. She received her undergraduate degree in Finance from the University of Massachusetts – Amherst and holds an executive master’s degree in public administration from Baruch College.

Presenter: Barbara Davis, Senior Director of Development, Hetrick-Martin Institute

updated bio coming soon!

This event is no longer available.

Training Event Calendar