Fundraising Success The Art Science Of Major Gifts

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

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

* 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.