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?
This week you'll learn...
Prospect Research Basics13:02
Donor Cultivation38:02
Bonus material: Cultivation Strategies for Higher Education
Step by Step Guide: Building a Cultivation menu4:35
Sample Cultivation Plan3:48
Module 3: Donor Visits?
This week you'll learn....
Securing Donor Visits29:36
Conducting Donor Visits and Follow up16:38
10 Questions to Ask8:25
Preparing for Donor Visits10:08
Sample briefing note3:40
Short Pop Quiz: Donor Visits
Module 4: The Ask?
This week you'll learn....
Preparing for the ask19:35
Writing the proposal21:07
The Solicitation Visit6:12
Closing the gift8:26
Step by step guide: Writing a proposal3:55
Pop Quiz: Proposals
Module 5: Creating Fundraising Plans?
This week you'll learn....
Fundraising Plans8:51
Gift Charts13:10
Building Fundraising Plans9:38
Seven components of a fundraising plan6:22
Module 6: Stewarding Major Gift Donors
Stewardship of Major Gift Donors37:23
Module 7: Planned Giving and Special Campaigns?
This week you'll learn...
Planned Giving19:25
Special Campaigns17:59
Module 8: Career Advancement?
Text
Career Management for major gifts officers11:37
Live Webinar recording: Career management for fundraisers and non-profit professionals1:01:54
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