Major Gift Fundraising 102: The First Donor Meeting
What you'll learn
- How to structure an initial meeting with a major donor prospect.
- What to ask to cultivate a deeper understanding of why your donors are drawn to your mission and if they are a major donor prospect for your organization.
- How to objectively evaluate if someone is a major gift prospect, and how to re-evaulate after you have had your initial meeting with them.
- The confidence you need to schedule that first meeting with your donor prospect and make the best use of your time together.
Requirements
- No previous fundraising experience required. You will learn how to start developing fruitful donor relationships.
Description
Have you ever wondered how to structure an initial meeting with a donor, especially with someone who is - or may become - a donor to your organization?
Fundraising is both a science and an art... but when it comes down to it, raising funds from individuals starts by getting to know them and developing a relationship - one that is centered around your mission and their philanthropic interests.
In this training, you will learn how to structure your first meeting with a donor and the questions to ask to help you learn more about your donors' philanthropy and personal story about why they support your mission.
Not only that, you'll learn that these meetings don't need to be intimidating (though it's OK to feel intimidated). They can be fun and make for an incredibly rewarding conversation and visit with your donors.
Another incredibly useful process that you will learn in this training is called, “Moves Management,” a framework for your major gifts initiatives. Moves Management is a simple process that will help you track the status of your individual donor relationships – from identifying who may be your best prospects for a major gift, to asking them to give, to receiving the gift – every step of the way.
This training goes into the "discovery and qualification" stages. You will learn how to answer the question, "Could this person become a major donor?" with the use of a few simple tools.
And what’s even better is that the more you begin to use the process you will learn in this course, the easier it will become. The first few times you have an initial meeting with a donor may be the most intimidating as you’re laying the groundwork and are learning a LOT… but after you've met with one, two, three, and more? You’ll begin to get excited for these meetings and feel the structure flow with ease…\
I'm so excited to jump into Major Gift Fundraising 101: The First Donor Meeting with you!
Who this course is for:
- Nonprofit fundraisers, executive directors, founders, and Board members helping with development.
- Those new to major gifts and raising funds from individuals.
Instructors
- 4.5 Instructor Rating
- 30 Reviews
- 1,898 Students
- 5 Courses
Hi, I'm Alison!
I am a passionate nonprofit fundraiser who has raised millions for mission-driven causes and an enthusiastic entrepreneur whose mission is to help 5,000 nonprofits deepen their impact by growing their income.
Let me tell you my story...
At the age of 16, I organized my first nonprofit fundraiser. After being a full-time nonprofit fundraiser for more than 12 years, I decided to dip my toes into the entrepreneurial space.
Ever since, I have found immense joy in flexing my creativity, sharing my knowledge to help nonprofits, pushing my comfort zone, and discovering things that I couldn't learn in the classroom.
One year ago, I decided to take the next step and share my knowledge with those who are new to fundraising and philanthropy. This decision brought me to Udemy, where I am able to combine my biggest talents: nonprofit fundraising, building a culture of philanthropy, and teaching.
My teaching philosophy on Udemy is simple:
I am crafting courses that are clear, make fundraising, feel simple and easy, and instill confidence into my students… the type I wish I had when I first started raising mission-driven funds.
My courses serve a very important goal:
helping you to transform your nonprofit by giving you the skills and confidence, you need to become a successful fundraiser.
I've seen the impact a solid fund development plan, strategies, tactics, and the culture to support it can have on a nonprofit and its mission. That's why I can only encourage you not to miss out on this opportunity.
I am just getting started, and I am so excited that you are here to join me.
As of today (my second month) I've sold more than 50 courses, established a successful online business (The Fundraising Shop), and have helped over 800 nonprofits increase their impact by increasing their income.
So, that's my story. But now, I just want to ask you a simple question.
Do you want some help?
Do you want to establish your own nonprofit, become a nonprofit fundraiser, or simply generate more income for your current organization?
Great! Because I am sure I am going to be able to help you. Feel free to check out my course portfolio and let's see if we can work together.
Let’s do this,
Alison Clare Baldree
- 4.5 Instructor Rating
- 20 Reviews
- 1,543 Students
- 4 Courses
RAISE: The Fundraising School is a Nonprofit Fundraising Educational Agency with a passion for empowering nonprofits, both large and small, to achieve fundraising excellence and develop a culture of philanthropy.
Through intentional and strategic guidance, we have helped over 600 nonprofits raise more for their missions. Our past clients range from Disaster Relief Programs, Cancer Services, Domestic Violence and Sexual Assault Agencies, Youth Programs, Foundations, and Shelters.
We are so excited to be on the Udemy platform, ready to reach a larger audience and empower people to raise more funds for their missions and take the fear out of fundraising for everyone.
Our teaching philosophy on Udemy is simple:
We provide courses that are clear, make fundraising feel simple and easy, and instill confidence in our students.
Our courses serve a very important goal:
helping you to transform your nonprofit by giving you the skills and confidence, you need to become a successful fundraiser.
Having a solid fund development plan, strategies, tactics, and the culture to support it can have profound impacts on a nonprofit and its mission. That's why we can only encourage you not to miss out on this opportunity.
RAISE Instructors have helped over 800 nonprofits increase their impact by increasing their income.
Are you a nonprofit fundraising expert?
Do you want to share your expertise, grow your network, and develop your online reputation around your specialized niche? Send us a DM to apply to become an instructor with RAISE.