Enthusiasts, Strategists, Closers, Oh My: The New Major Donor Archetypes—and Your Prospects

  • Wednesday, October 16, 2019
  • 7:30 AM - 9:00 AM
  • Double Tree by Hilton Hotel, Lisle/Naperville


    Please note that guests may attend one meeting per lifetime with a voucher, after which they may attend at non-member rate or choose to join.

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Colleen O’Grady, Senior Philanthropic Strategist, Lipman Hearne;  Sara Stern, Executive Vice President, Philanthropic Marketing, Lipman Hearne

Topic: Enthusiasts, Strategists, Closers, Oh My: The New Major Donor Archetypes—and Your Prospects


You know the individuals and families with whom you work have deeply personal reasons for giving. They also watch and learn from others. Drawing on verbatim statements made by 150+ high-profile donors, Lipman Hearne has identified five inspiring Major Donor Archetypes—five distinct approaches to making an impact—that are influencing all donors today. The stories these high-profile donors tell contain broadly relatable themes to do with appetite for risk and surprise, appreciation for data, enjoyment of authentic human connections, and more. Awareness of these Archetypes can help fundraisers discern and adapt to an individual prospect’s style.  

About Our Speakers:

Colleen O’Grady, Senior Philanthropic Strategist, Lipman Hearne

 Colleen O’Grady has more than 18 years’ experience in the nonprofit sector, and her expertise focuses on philanthropic storytelling and strategy. She brings insights about the evolving needs, behaviors, and motivations of donors and would-be donors to clients of Lipman Hearne, a Chicago-based marketing and communications agency serving universities and nonprofit organizations around the world. 

Colleen’s clients have included Juilliard, The Chicago Community Trust, the Smithsonian National Museum of African American History and Culture, the University of Chicago Booth School of Business, Caltech, the University of Glasgow, and the Nature Conservancy. 

Prior to joining Lipman Hearne in 2007, Colleen spent seven years as a nonprofit management consultant, developing annual and long-term philanthropic marketing plans, seven- to nine-figure gift proposals, campaign communication strategies, and cases for campaign support. 

Colleen graduated magna cum laude with a B.A. in English from Oberlin College.

Sara Stern, Executive Vice President, Philanthropic Marketing, Lipman Hearne

 Sara leads the philanthropic marketing practice at Lipman Hearne, and has guided capital and annual campaign communications for such clients as The Chicago Community Trust; Colorado Children’s Hospital; Caltech; Juilliard; the University of Massachusetts Foundation; the University of Minnesota Foundation; The Nature Conservancy; Navy Pier; University of Wisconsin-Madison Foundation; and others—and with goals ranging from $10 million to $4 billion. 

Sara joined Lipman Hearne to lead the Creative Services team where she connected the insights of the agency’s consultants with the multichannel creative approaches of our creative directors, designers, writers, and producers. In that role she oversaw creative development for philanthropic clients as well as for branding, advocacy, and enrollment marketing clients. She brings to clients an insider’s understanding of nonprofits’ issues and imperatives, honed from years of managing the complex demands, techniques, and tactics of large-scale integrated marketing and branding programs at Rush University Medical Center, the national Alzheimer’s Association, Illinois Institute of Technology, and clients of Burson-Marsteller. 

Sara came to Lipman Hearne from Rush University Medical Center where she was associate vice president for marketing communications.  She led the institution's consumer marketing including branding, advertising, public relations, employee communications, and web strategies. Prior to Rush, Sara was vice president for communications at the National Alzheimer's Association, where she led co-marketing efforts with the pharmaceutical industry, created public education campaigns, and developed its first transactional website. She was head of public relations and marketing at Illinois Institute of Technology prior to her position at the Association. She started her career at Burson-Marsteller and Ruder & Finn in Chicago and New York. 

A frequent speaker on philanthropic marketing, Sara has conducted numerous presentations, webinars and workshops for CASE, CASE/IRF, Development Dialogues, Academic Impressions, the Annual Bridge to Integrated Marketing & Fundraising Conference, and the AMA Non-profit conference. She is married to best-selling writer and journalist Ted C.  Fishman and lives in the neighborhood of Hyde Park in Chicago.

Sponsored By:


The Suburban Chicago Planned Giving Council
799 Roosevelt Road, Bldg 6-105, Glen Ellyn, IL 60137
Phone:  630-571-2800 | Fax: 630-571-0253  | scpgcouncil@gmail.com

Copyright 2016 | Suburban Chicago Planned Giving Council

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