À propos de ce cours : This course will provide a comprehensive view of major and principal gift development work for students who seek to build upon their experiences gained in the introductory session. Participants will gain an understanding of the philosophy and strategies implemented in major gift development including prospect identification, how to initially engage a potential major gift donor, the process of cultivation and moves management, effective proposal writing, making a successful ask and on-going donor stewardship. Students will practice fundamental major gift development skills by developing their own prospect strategy, producing essential documents to support the process, and engaging in role playing activity to simulate interaction with prospects and donors.
Les destinataires de ce cours : This course is primarily intended for those entering the fundraising profession and those with limited experience who seek to expand their knowledge of Major and Principal Gifts.
Créé par : Université de Californie à Davis
Enseigné par : Jason Wohlman, Associate Vice Chancellor for University Development
| Informations de base | Cours 3 de 4 dans Fundraising and Development Specialization |
| Niveau | Beginner |
| Engagement | 4 weeks of study, 2-5 hours/week |
| Langue | English |
| Comment réussir | Réussissez tous les devoirs notés pour terminer le cours. |
Programme de cours
SEMAINE 1
Course Overview: An Introduction to Major and Principal Gifts
In this module, you will be able to recall terminology used related to acquiring and managing Major and Principal Gift donations. You will be able to use guides to help develop and manage a Major Gifts Program. You will be able to identify eight elements of belief and confidence that indicate the likelihood of substantial giving. You will be able to recognize a prospective major gift donor and be better able to motivate their giving.
8 vidéos, 1 lecture
- Reading: A Note From UC Davis
- Discussion Prompt: Learning Goals
- Vidéo: Major and Principal Gifts Course Introduction
- Vidéo: An Introduction to the Major and Principal Gift Process
- Vidéo: History of Philanthropy (Part 1)
- Vidéo: History of Philanthropy (Part 2)
- Vidéo: Development of a Major Gifts Program (Part 1)
- Vidéo: Development of a Major Gifts Program (Part 2)
- Vidéo: Motivating the Major Gift Donor (Part 1)
- Vidéo: Motivating the Major Gift Donor (Part 2)
- Discussion Prompt: Define a Major Donor
Noté: Module 1
SEMAINE 2
The Major and Principal Gift Process
In this module, you will be able to recognize the purpose and goals of prospect research and identify elements of prospect research. You will be able to examine how to determine a prospect's capacity for philanthropy. You will be able to research and identify potential prospects for your organization.
7 vidéos
- Vidéo: An Introduction to Major and Principal Gift Prospect Identification and Management
- Vidéo: Definition and Benefits of Prospect Research
- Vidéo: How Prospect Research Works (Part 1)
- Vidéo: How Prospect Research Works (Part 2)
- Vidéo: Determining Prospects' Giving Capacity
- Vidéo: Moves Management (Part 1)
- Vidéo: Moves Management (Part 2)
- Discussion Prompt: Ethical Concerns
Noté: Module 2
Noté: Prospect Identification
SEMAINE 3
Prospect Cultivation, Strategy Development and Getting the First Appointment
In this module, you will be able to start the cultivation process and open the door with a prospective donor. You will be able to identify the objectives of an initial visit. You will be able to reflect on the donor's interests and building donor involvement.
7 vidéos
- Vidéo: Introduction to Prospect Cultivation, Strategy Development and Getting the First Appointment
- Vidéo: Opening the Door with Pre-Call Contacts (Part 1)
- Vidéo: Opening the Door with Pre-Call Contacts (Part 2)
- Vidéo: Objectives of an Initial Visit (Part 1)
- Vidéo: Objectives of an Initial Visit (Part 2)
- Vidéo: Donor Interest and Strategies (Part 1)
- Vidéo: Donor Interest and Strategies (Part 2)
- Discussion Prompt: Opening the Door
Noté: Module 3
Noté: Engagement, Cultivation, & Solicitation Strategy
SEMAINE 4
Writing the Major Gifts Proposal, Solicitation and Negotiation
In this module, you will be able to write an effective proposal for major or principal gift development. You will be able to consider the structure of a successful solicitation strategy and practice making ‘the ask.’ You will be able to use closing techniques and negotiate with your prospective donor.
10 vidéos, 2 lectures
- Vidéo: Introduction to Writing the Proposal and Making the 'Ask'
- Vidéo: Writing the Proposal - Part 1
- Vidéo: Writing the Proposal - Part 2
- Vidéo: Writing the Proposal - Part 3
- Vidéo: Writing the Proposal - Part 4
- Discussion Prompt: Writing Techniques
- Vidéo: The Structure of a Successful Solicitation Strategy (Part 1)
- Vidéo: The Structure of a Successful Solicitation Strategy (Part 2)
- Vidéo: Practice the Ask and Negotiation (Part 1)
- Vidéo: Practice the Ask and Negotiation (Part 2)
- Vidéo: Practice the Ask and Negotiation (Part 3)
- Reading: Checklist for "The Ask"
- Reading: Suggested Activity: Role Play Exercise
Noté: Module 4
Noté: Major Gift Proposal
SEMAINE 5
Structuring, Documenting, and Executing a Major Gift Through Stewardship
In this module, you will be able to discuss what it means to close a gift so that it is official for your organization. You will be able to draft a gift agreement and ensure it complies with gift acceptance policies. You will be able to develop an appropriate stewardship strategy of your donor.
5 vidéos
- Vidéo: Introduction to Structuring, Documenting, and Executing a Major Gift Through Stewardship
- Vidéo: Structuring, Documenting, and Executing a Major Gift (Part 1)
- Vidéo: Structuring, Documenting, and Executing a Major Gift (Part 2)
- Vidéo: An Effective Stewardship Program
- Discussion Prompt: Stewardship Interactions
- Vidéo: Course Summary on Major and Principal Gifts
Noté: Module 5
Noté: Gift Agreement and Stewardship Plan
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Créateurs
Université de Californie à Davis
UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact.
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