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The Keys to Becoming an Extraordinary Leader



Learn how to create sustainable naming opportunities that ensure

a positive donor experience


Naming opportunities are crucial in major gift fundraising and donor relations—more specifically with donor recognition. A naming opportunity can be the foundation of a successful campaign and catalyze a new stage of growth at your organization — or it can result in a catastrophic billion-dollar lawsuit.

Creating a successful foundation for namings is critical, but it doesn't have to be difficult. The key to naming success is planning ahead — developing policies and processes rooted in best practices before naming occurs. That's why we've developed four key lessons that will teach you how to create sustainable, donor-centric naming opportunities at your organization, and we can't wait to share them with you.

Join us for our comprehensive four-part webinar series dedicated to best practices when it comes to naming. These four one-hour webinars will demystify this often complex practice and help you create an infrastructure for successful naming opportunities that ensures a positive donor experience — and help you avoid a potential donor relations nightmare. 

Purchase the entire series for just $200 (a $40 savings!)


Naming Fundamentals: Who, What, Why, & How

Recording Now Available 

Welcome to the wild work of naming! In our industry, naming can take many shapes and forms and the responsibilities of our teams can cover everything from individual named funds, to physical donor recognition, named spaces, plaques, policies and so much more! Naming is a key activity in fundraising and doing it well (from gift agreement to public displays) significantly affects the donor experience. In this opening session, we will cover the primary pillars of naming, the various buckets of work it encompasses, set definitions, and get our feet steady under us as we begin to explore this wide body of work.


Learning Outcomes

  • Understand full scope of naming work and standard definitions

  • Explore impact of naming on the donor experience

Naming Infrastructure: Gift Acceptance & Naming Policies

Recording Now Available 

Comprehensive and thoughtful policies and procedures must be in place before gift conversations involving namings can occur with donors. In this segment, we will discuss the importance of supportive infrastructure that addresses issues such as the life of a naming, donor approval (or disapproval!) of namings, morality clauses, and more. To ensure expectations are met (for both the donor and the organization) and the naming experience is as smooth and efficient as possible, we will explore the operational dos and don’ts every organization needs to know.


Learning Outcomes

  • Why policies matter and key policies everyone should have on hand

  • Examples of policies / policy language

  • Example gift thresholds for naming opportunities

What to Name: Funds, Places, Spaces, & Things

Recording Now Available

Individually named funds —by far one of the greatest components of the naming spectrum that any Donor Relation team will manage—come with a host of donor expectations and reporting requirements. There’s so much more than physical signage to consider when it comes to named places, spaces, and things at our organizations — including gift level calculations, maintenance costs, and consistency standards. Join us for this course segment as we explore the necessary naming pre-work that will ensure we offer a consistent donor experience, maximize internal collaboration, and develop a sustainable naming program for funds, places, spaces, and things – oh my!


Learning Outcomes:

  • Crafting donor-centric and sustainable reporting models

  • Exploring best practices in sustainable fund purposes and minimums

  • Determining appropriate naming lifespans

  • Review sample calculations and policies

Value Added: Physical Signage & Naming Inventories

Recording Now Available

We are aiming for sustainable beauty, not NASCAR. We need consistency, not chaos. We need willing partners who can help us design and install, not territorial showdowns. Physical signage can be a difficult topic to maneuver in many organizations given the number of partners (and opinions!) around the table. Join us as we explore best practices in donor signage, sample signage toolkits to help standardize the design process and set donor expectations, and tips and tricks to smooth out the process from gift to installation. Once this is complete, creating a comprehensive inventory of potential and existing naming opportunities is a time-consuming project, but well worth the investment. We will explore best practices for documenting existing namings digitally and in your CRM as well as the “musts” when creating an inventory of potential or future namings. Think square footage, visibility, and more!


Learning Outcomes: 

  • Key internal partnerships to maximize efficiency and approvals

  • Review sample signage standards and toolkits

  • How to create a digital catalog of existing namings

  • Tips for creating an inventory of available namings

Purchase the entire series for just $200 (a $40 savings!)


Can I buy one registration for my entire team, even if we're all viewing it remotely? 

Yes! Just complete your purchase and you will receive a confirmation email (check your junk mail folder if you don't see it) with a link you can share with your team members that allows them to register for free. Only one purchase is required per organization. 

Will a recording be provided for those who can't attend?

Absolutely! We send a recording of the live session to all registered attendees within 24 hours of the live event ending. You will also receive a recording if you purchased a webinar after the live session has ended.


Are these webinars included in the purchase of a 2023 Discovery or Enchantment Series?
No. This series is separate from any other webinar purchases that have been offered. 

Do these webinars count towards my CFRE certification?

This series has been approved for 1 CFRE continuing education point per webinar (4 points for the entire series).


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Sarah Sims, CFRE

Consultant & Strategist
at The DRG Group


Executive Director of Donor Engagement​

University of Houston

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Jan McGuire

at The DRG Group

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