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.
Este curso forma parte de Programa Especializado - Fundraising and Development
Major and Principal Gifts
ofrecido por
Programa - Qué aprenderás en este curso
Semana
1Course 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 videos (Total 53 minutos), 1 reading, 1 quiz
8 videos
An Introduction to the Major and Principal Gift Processm
History of Philanthropy (Part 1)7m
History of Philanthropy (Part 2)6m
Development of a Major Gifts Program (Part 1)7m
Development of a Major Gifts Program (Part 2)9m
Motivating the Major Gift Donor (Part 1)7m
Motivating the Major Gift Donor (Part 2)9m
1 lectura
A Note From UC Davis10m
1 ejercicio de práctica
Module 130m
Semana
2The 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 videos (Total 70 minutos), 2 quizzes
7 videos
Definition and Benefits of Prospect Research12m
How Prospect Research Works (Part 1)8m
How Prospect Research Works (Part 2)12m
Determining Prospects' Giving Capacity14m
Moves Management (Part 1)12m
Moves Management (Part 2)8m
1 ejercicio de práctica
Module 220m
Semana
3Prospect 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 videos (Total 47 minutos), 2 quizzes
7 videos
Opening the Door with Pre-Call Contacts (Part 1)9m
Opening the Door with Pre-Call Contacts (Part 2)7m
Objectives of an Initial Visit (Part 1)8m
Objectives of an Initial Visit (Part 2)6m
Donor Interest and Strategies (Part 1)5m
Donor Interest and Strategies (Part 2)8m
1 ejercicio de práctica
Module 320m
Semana
4Writing 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 videos (Total 86 minutos), 2 readings, 2 quizzes
10 videos
Writing the Proposal - Part 110m
Writing the Proposal - Part 25m
Writing the Proposal - Part 310m
Writing the Proposal - Part 411m
The Structure of a Successful Solicitation Strategy (Part 1)10m
The Structure of a Successful Solicitation Strategy (Part 2)7m
Practice the Ask and Negotiation (Part 1)6m
Practice the Ask and Negotiation (Part 2)10m
Practice the Ask and Negotiation (Part 3)12m
2 lecturas
Checklist for "The Ask"3m
Suggested Activity: Role Play Exercise45m
1 ejercicio de práctica
Module 420m
Instructor
Jason Wohlman
Associate Vice Chancellor for University DevelopmentAcerca de University of California, 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.
Acerca del programa especializado Fundraising and Development
Charitable giving is rebounding as the economy improves. Yet there is a shortage of qualified fundraising professionals to help organizations connect their needs with potential donors. Through four courses, you will gain the knowledge and skills to begin or advance your career in the high demand field of fundraising and development. This Specialization is designed to meet the rising demand for trained fundraising professionals.
Preguntas Frecuentes
¿Cuándo podré acceder a las lecciones y tareas?
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¿Qué recibiré si me suscribo a este Programa especializado?
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