FREE WEBINAR
Thank, Review, Renew: Setting Up Donor Relationships for Success
Monday, January X, 2026 at 12pm ET, 9am PT
A new year brings fresh possibilities. Let’s be honest, a little intimidation, too. It’s a whole new world (and workload). Where do you start?
Join Kara and Lisa as they walk you through smart, strategic steps to calm the chaos and chart a clear path forward. You’ll learn exactly what to do with donors who gave at year-end, where they belong in your donor pipeline, and how to make those handoffs between fundraisers feel seamless instead of stressful.
We’ll cover:
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Stewardship doesn’t stop after the December gifts come in. We’ll talk about fresh approaches to donor thank yous that go beyond receipts and acknowledgment letters - handwritten notes, anniversary touches, and how to effectively use thank you as a way to qualify new donors. Done well, these moments build trust and joy that sustain relationships all year.
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From midlevel to major giving, the new year is the perfect time to plan intentional movement strategies. We’ll cover how to identify the right donors to move, create a transfer plan that feels donor-centered, and set realistic touchpoint goals that keep relationships progressing without feeling forced. And, we’ll talk about what to do if the major gifts officer doesn’t connect with a new donor within the first 3-4 months.
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January and February are critical times to remind donors of the difference they made the year prior. We’ll outline how to build impact-based pieces that inspire every type of donor you manage.
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We’ll share best practices for introductions in a strategic way, so every donor feels honored and connected. Plus, we’ll discuss ways that will help you identify who should roll off and move on to your caseload in the new year, along with a projected timeline for each.
PRESENTED BY:
Kara Ansotegui
Co-Founder
Kara is a lifelong believer that fundraising should feel joyful, not stressful. She specializes in building and scaling mid-level fundraising teams, and previously led a team at American Cancer Society to raise nearly $9 M on a $7.6 M goal, using strategic leadership, collaboration, and a donor-first mindset. At FourPoints Collective, she’s committed to empowering fundraisers at every level to approach their work with confidence, clarity, and heart.
Lisa Robertson
Co-Founder
Lisa stepped into fundraising and stayed because it blends her passions for teaching, clear communication, and helping others succeed. Before co-founding FourPoints Collective, she guided nonprofit teams to build effective fundraising programs—most recently as Interim Director of Development for organizations raising $5 M and $25 M. At FourPoints, she focuses on meeting people where they are, using data wisely, telling powerful stories, and building programs that bring joy, deepen impact, and drive results.
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