Major Gift Catalyst: Master the art of frontline fundraising
About Course
Welcome to Major Gift Catalyst! This course is for major gifts officers and anyone handling a portfolio of major donors. I am excited to be your guide on your journey to master major gifts.
The course material offers you video discussion on every aspect of major gifts, templates, samples, and quizzes. Most importantly, we will spend time together in one on one sessions adapting what you have learned to accomplish your individual goals.
Description
What Will I Learn?
- Build and organize a portfolio of potential donors
- Organize and research information on your donors to create strategic cultivation plans
- Secure donor visits and maximize your interactions during a visit
- Build a case for support and make major gift asks
- Create fundraising plans and establish goals
- Enhance your major gift work by including planned giving and other tools in your arsenal
- Position yourself for success and manage your career one major gift at a time
Topics for this course
31 Lessons6h
Module 1: Defining major gifts, organizing and prioritizing your donors
Learn how to build a portfolio of major donors from scratch, how to organize your donors and prioritize those most likely to give.
Learning outcomes:
- Identify major gift threshold for your portfolio
- Build a portfolio from a variety of sources
- Estimate capacity and engagement
- Organize your portfolio
- Utilize the donor engagement matrix to prioritize your donors
- Develop strategies to overcome common roadblocks to success
Defining major gifts24:29
Organizing and prioritizing your donors15:51
Roadblocks to success11:03
Step by step guide: How to build a portfolio scratch7:04
Module One Housekeeping
Pop Quiz – Lesson One
Module 2: Donor Engagement
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Module 3: Donor Visits
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Module 4: The Ask
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Module 5: Creating Fundraising Plans
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Module 6: Stewarding Major Gift Donors
Module 7: Planned Giving and Special Campaigns
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Module 8: Career Advancement
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Bonus Module: Strategic Donor Cultivation in Higher Education
A comprehensive list of donor cultivation activities for higher education along with strategies for engaging with academics