Fundraising Success: The Art & Science of Major Gifts
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Fundraising Success: The Art & Science of Major Gifts

What Every Organization Needs to Know to Launch and Execute a Successful Major Gifts Campaign
4.7 (9 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
39 students enrolled
Last updated 12/2016
English
Current price: $10 Original price: $50 Discount: 80% off
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Includes:
  • 2.5 hours on-demand video
  • 1 Article
  • 40 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create a strategy to incorporate major gift work into their organization’s fundraising strategy
  • Build and train a team within their organization to identify, cultivate, solicit and steward major gift donors
  • Target the right people for the right types of major gifts in the most effective ways
  • Define a major gift for your nonprofit
  • Get the appointment
  • Find major gift prospects
  • Raise major gifts from corporations and foundations
  • Organize your major gift program so that you have new prospects
  • Present a case for support that will inspire major gift donors
  • Establish the policies necessary for a major gifts program
  • Set goals and track progress of your major gifts program
  • Full participation in Fundraising Success: The Art & Science of Major Gifts is applicable for 3.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
View Curriculum
Requirements
  • You will need a desire to grow your major gifts program.
  • While not necessary, it will be helpful to have your any existing major gift prospect lists handy.
Description

Could your nonprofit use more money to meet your mission?

Do you want to raise major gifts from committed donors?

Do you want to build a team to help you raise major gifts?

Having trouble finding prospects to make major gifts?

Raise Major Gifts by Learning the Art and Science of Major Gift Fundraising

This course will equip you to take your fundraising to the next level: major gifts.

This course provides you with tools and resources to use again and again when asking prospects for major gifts and when creating your major gifts program. Whether you are starting from scratch or improving an existing development program, you can raise major gifts.

Fundraising professionals, development officers, CEO’s, Executive Directors and nonprofit board members will learn from the comfortable discussion style with over 2.5 hours of video lectures with Holly Parrish and Louanne Saraga Walters. You’ll become part of the discussion as you determine how to raise major gifts.

Who is the target audience?
  • Fundraising professionals
  • Development directors
  • Executive directors
  • Nonprofit CEO's
  • Board members
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Curriculum For This Course
25 Lectures
02:41:00
+
Introduction
3 Lectures 19:23

This lecture is a brief look at what we cover in this course, how we've structured it and how to find out what each lecture contains. This lecture includes a printable outline for this course in the resource section.

Preview 03:24

In this lecture we help you understand what a major gift is, how it's defined in the context of your organization and what differentiates major gift fundraising from other types of fundraising activities.

Preview 07:36

This lecture covers readiness factors associated with major gift fundraising.

Am I Ready for Major Gift Fundraising?
08:23
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Reviewing Your Prospect Base
3 Lectures 17:21

This lecture covers how to elevate your current donors and leaders into your major gifts portfolio.

The Obvious Candidates
05:41

We use this lecture to show how you can identify and qualify additional prospects for your major gift portfolio. 

Using LAI Rule to Identify Additional Prospects
05:32

This lecture explains the role that corporate and foundation donors play in major gift fundraising.

What about Corporate and Foundation Prospects?
06:08
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Getting Started
5 Lectures 42:37

We use this lecture to show you how to assemble the right team of staff and volunteers to support major gift work. 

Building the Major Gift Team
08:07

In this lecture we cover how to organize, rate and stage major gift prospects in order to have a balanced pipeline of potential donors to meet short and long-term fundraising needs.

Organizing and Rating Prospects
16:20

This lecture clarifies the role of a solicitor.

Assigning Solicitors
08:14

This lecture clarifies how to revise and present the overall case for support that will inspire major gifts, including defining restricted giving opportunities.

Refining the Case for Support
06:01

We use this lecture to define which organizational policies are necessary for major gift work and some key components of each.

Putting Policies in Place
03:55
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Ready, Set, Go
5 Lectures 31:35

We use this lecture to present the major activities associated with major gift work.

Setting Goals for Major Gifts
04:57

This lecture presents the major activities associated with major gift work.

Stages of Activity in Major Gifts
06:19

This lecture provides tips on tackling the most difficult part of major gift work - getting the appointment. 

Getting the Appointment
05:44

This lecture provides structure and advice on conducting introductory or cultivation visits.

Discovery/Cultivation Visits
10:04

In this lecture we clarify when it is the right time to make the ask.

Time for the Big Ask
04:31
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Making the Solicitation
3 Lectures 22:17

This lecture provides a step by step plan for preparing the solicitation team.

Prepping for the Call
07:10

In this lecture we provide an agenda and describe the solicitation call.

Facilitating the Meeting
06:44

This lecture identifies best practices and pitfalls associated with asking for the gift.

Making the Ask
08:23
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Ways to Make a Gift
2 Lectures 12:00

This lecture covers accepting cash and pledge gifts.

Cash and Pledge Gifts
04:54

We use this lecture to explore other creative giving strategies meant to leverage donor assets.

Other Ways to Give
07:06
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Evaluating Major Gift Work
2 Lectures 11:06

This lecture provides a plan for evaluating each solicitation. 

The Importance of Debriefing
05:03

This lecture covers the types of metrics that track progress in major gifts - beyond just dollars raised. 

Metrics for Evaluation
06:03
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Conclusion
2 Lectures 04:47

This lecture provides a summary of the concepts and materials covered in this course.

Summary Overview
03:31

BONUS LECTURE
01:16
About the Instructor
Louanne Saraga Walters
4.8 Average rating
82 Reviews
482 Students
9 Courses
Former News Anchor, Udemy Instructor, Online Talk Show Host

Louanne has coached and mentored students in video production, personal and spiritual growth, social media, organizational management and finance over the past two and half decades, helping them discover, develop and deepen their talents and skill sets.

Louanne has over 30 years in communications, teaching, finance and tourism including:

* A TV news reporter/anchor with three NBC affiliates (KPOM, KRIS, KWQC)
* A video programmer and cruise director with Royal Caribbean Cruise Lines (RCCL)
* A financial advisor with Raymond James & Associates
* Director, Marketing & Communications at the Community Foundation of Tampa Bay
* Instructor to entrepreneurs, small businesses and nonprofits
* Co-Producer and Host of The Philanthropy Show®, an internet talk show program of My Video Voice Productions, the full scale video production company she owns with her wife, Sharon.

Louanne began working in radio in the mid 1980's learning all aspects of live and programmed radio broadcasting, and transitioned to television a few years later. She has 'grown up' with video production from the old school tape shooting and linear editing, to HD cams/DSLR's and using post production software and editors like Avid, Final Cut Pro, Motion and Compressor.

In addition to her behind the camera expertise, she's made the rare transition to 'on cam', capable of planning a project as producer, host, shooter and editor.

During her time as a Cruise Director with Royal Caribbean, the cruise line brought her off ships and into the Miami Headquarters to produce and host three 30 minute videos which aired during every cruise fleet-wide for more than 10 years.

"I'm grateful to be able to serve thousands more students through this amazing platform Udemy has provided! I look forward to connecting with you in class - and please let me know if you have any comments or questions in the Discussion sections!"


Education:
B.A. Communications and Political Science, Trinity University, San Antonio, Texas

Holly Parrish, CFRE, MPA
4.7 Average rating
9 Reviews
39 Students
1 Course
Fundraising Professional

As owner of PH Solutions, Holly enjoys helping her fellow frustrated fundraisers get better results in their programs.  Holly is a graduate of Florida Southern College and holds a Master’s Degree in Public Administration & Non-Profit Management from USF. A CFRE since 2004, Holly has worked for more than 17 years in Fundraising, Public Relations and Marketing - 10 of them with the Lakeland Regional Medical Center Foundation managing all facets of fundraising including annual giving, capital campaigns and planned giving.  In 2013, Holly Parrish and her late co-founder Paula Higgins launched PH Solutions, LLC to assist non-profit organizations in running more efficient development efforts.  Since that time, the organization has assisted more than 30 non-profits throughout the United States focusing on program/grant management, strategic development planning and outsourced database administration services. Holly is a Blackbaud Consulting Partner and is Raiser’s Edge certified (bCRE).