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Major Gift Officers

We’ve tailored the Taking Donors Seriously® program for development professionals working on teams in larger organizations. The core principles are the same, but the points of emphasis in this track are more closely aligned with your day-to-day responsibilities. This program can be completed as quickly or as slowly as your schedule allows. It consists of a series of concise online training videos, practical assignments to apply your learning and one-on-one coaching calls at key milestones.

During this program, you will:

  • Learn

    View a series of concise online training videos

  • Apply

    Apply what you are learning each week with written, practical assignments

  • Engage

    Engage in one-on-one coaching calls at key points along the way

Topics Covered

  • An Overview on Giving
  • Six Key Principles in Fundraising
  • Annual Funds vs. Capital Campaigns
  • Overview of the Case - and How to Use it
  • The Four Levels of Leadership
  • Identifying, Prioritizing, and Managing your Prospects
  • Prospect Research
  • Strategy & Methods for Planning Fundraising
  • Creating and Executing your Fundraising Plan
  • The Asking Process: How to engage prospects and invite them to give

Key Outcomes

  • Receive valuable knowledge about giving and a relational approach to fundraising
  • Understand time-tested principles and practical applications for cultivating major donors over a lifetime
  • Be equipped to use your Case as an effective presentation tool
  • Identify and engage an informal advancement leadership team
  • Create a vetted and prioritized list of prospective donors
  • Develop a strategy for getting in front of the right individuals in order to reach a funding goal
  • Write a comprehensive year-long fundraising plan
  • Practice and prepare for face-to-face solicitation meetings

Get Started

We offer a group discount for three or more gift officers from the same organization.