As gift officers, it is our role to be the chief architect and strategist for each donor visit. There are occasions where it is beneficial to bring along the organization's president, a volunteer leader, another major donor, a faculty member or colleague. A co-visitor can be influential and helpful in cultivating donors, but without a careful plan of who will say what and when, the visit can easily go awry. Attend this session to learn more about taking others on donor calls with you. We'll discuss pre-planning essentials and strategy, visit scripting tips, and the importance of post-visit planning.
Jeri Pat Gabbert deftly navigates challenging people and difficult conversations with diplomacy and strength. As an accomplished advancement leader and engagement strategist, Jeri Pat has mastered the art of building and stewarding powerful relationships through effective communication. Jeri Pat also coaches executives to strategically manage interpersonal communication and effectively interact with a myriad of diverse personalities and work styles.
A passionate visionary and accomplished public speaker, Jeri Pat is also a multi-tasking mother of two. Best known for her fusion of real-life stories and her conversational techniques, she connects with her audiences on an individual level making you feel like you are the only person in the room. Her powerhouse presentations are filled with practical strategies for work and life that will energize you to take action.
With more than 15 years of experience in fundraising, communications, marketing, special events, and alumni relations, Jeri Pat currently serves as the Vice Chancellor for University Advancement and External Affairs at the Indiana University Northwest campus. Her expansive role includes serving as chief development, communications and marketing officer as well. In addition, Jeri Pat serves as a faculty member for The Fund Raising School at the Indiana University Lilly Family School of Philanthropy.
Jeri Pat is passionate about giving back to her profession and the community. She serves as a board member for Valparaiso Community Festival and Events, the Council for Advancement and Support of Education - District V (CASE V), and the Council for Advancement and Support of Education - Indiana (CASE Indiana). She earned her Master of Arts from Ball State University in Communication Liberal Arts and Sciences, a Bachelor of Arts from Hanover College in Communication Studies, and a certification as a Certified Fund Raising Executive (CFRE) in 2009.