Fundraising Success The Art Science Of Major Gifts
Tags: Fundraising
What Every Organization Needs to Know to Launch and Execute a Successful Major Gifts Campaign
Last updated 2022-01-10 | 4.4
- Create a strategy to incorporate major gift work into their organization’s fundraising strategy- Build and train a team within their organization to identify
- cultivate
- solicit and steward major gift donors
- Target the right people for the right types of major gifts in the most effective ways
What you'll learn
* Requirements
* You will need a desire to grow your major gifts program.* While not necessary
* it will be helpful to have your any existing major gift prospect lists handy.
Description
- Create a strategy to incorporate major gift work into their organization’s fundraising strategy
- Build and train a team within their organization to identify, cultivate, solicit and steward major gift donors
- Target the right people for the right types of major gifts in the most effective ways
- Define a major gift for your nonprofit
- Get the appointment
- Find major gift prospects
- Raise major gifts from corporations and foundations
- Organize your major gift program so that you have new prospects
- Present a case for support that will inspire major gift donors
- Establish the policies necessary for a major gifts program
- Set goals and track progress of your major gifts program
Course content
8 sections • 24 lectures
Course Overview Preview 03:24
This lecture is a brief look at what we cover in this course, how we've structured it and how to find out what each lecture contains. This lecture includes a printable outline for this course in the resource section.
NOTE: As of June, 2018 this course is no longer offered under CFRE CE.
What Is a Major Gift? Preview 07:36
In this lecture we help you understand what a major gift is, how it's defined in the context of your organization and what differentiates major gift fundraising from other types of fundraising activities.
Am I Ready for Major Gift Fundraising? Preview 08:23
This lecture covers readiness factors associated with major gift fundraising.
The Obvious Candidates Preview 05:41
This lecture covers how to elevate your current donors and leaders into your major gifts portfolio.
Using LAI Rule to Identify Additional Prospects Preview 05:32
We use this lecture to show how you can identify and qualify additional prospects for your major gift portfolio.
What about Corporate and Foundation Prospects? Preview 06:08
This lecture explains the role that corporate and foundation donors play in major gift fundraising.
Building the Major Gift Team Preview 08:07
We use this lecture to show you how to assemble the right team of staff and volunteers to support major gift work.
Organizing and Rating Prospects Preview 16:20
In this lecture we cover how to organize, rate and stage major gift prospects in order to have a balanced pipeline of potential donors to meet short and long-term fundraising needs.
Assigning Solicitors Preview 08:14
This lecture clarifies the role of a solicitor.
Refining the Case for Support Preview 06:01
This lecture clarifies how to revise and present the overall case for support that will inspire major gifts, including defining restricted giving opportunities.
Putting Policies in Place Preview 03:55
We use this lecture to define which organizational policies are necessary for major gift work and some key components of each.
Setting Goals for Major Gifts Preview 04:57
We use this lecture to present the major activities associated with major gift work.
Stages of Activity in Major Gifts Preview 06:19
This lecture presents the major activities associated with major gift work.
Getting the Appointment Preview 05:44
This lecture provides tips on tackling the most difficult part of major gift work - getting the appointment.
Discovery/Cultivation Visits Preview 10:04
This lecture provides structure and advice on conducting introductory or cultivation visits.
Time for the Big Ask Preview 04:31
In this lecture we clarify when it is the right time to make the ask.
Prepping for the Call Preview 07:10
This lecture provides a step by step plan for preparing the solicitation team.
Facilitating the Meeting Preview 06:44
In this lecture we provide an agenda and describe the solicitation call.
Making the Ask Preview 08:23
This lecture identifies best practices and pitfalls associated with asking for the gift.
Cash and Pledge Gifts Preview 04:54
This lecture covers accepting cash and pledge gifts.
Other Ways to Give Preview 07:06
We use this lecture to explore other creative giving strategies meant to leverage donor assets.
The Importance of Debriefing Preview 05:03
This lecture provides a plan for evaluating each solicitation.
Metrics for Evaluation Preview 06:03
This lecture covers the types of metrics that track progress in major gifts - beyond just dollars raised.
Summary Overview Preview 03:31
This lecture provides a summary of the concepts and materials covered in this course.