– Building trust with donors and stakeholders
– Cultivation, stewardship and engagement tactics
– Demonstrating donor impact
– Developing a major gift strategy
– Donor qualification / cold calling
– Drafting a proposal or gift agreement
– Getting referrals from internal leaders, board members & volunteers
– Learning what motivates your donor
– Making the “three-part ask”
– Managing your portfolio
– Preparing for your call or visit
– Prospect tracking (contact reports, actions, proposals, etc.)
– Recruiting and training gift officers
– Storytelling to ignite action
– Tapping into your donor’s network
– Tips for securing visits
– Understanding your organization’s vision & funding priorities
– Your “top 10” prospects
– Your donor declined. Now what?
