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Major and Principal Gifts · LearnSpace
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Major and Principal Gifts

Курс от University of California, Davis
Начальный≈ 14.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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.

Навыки, которые вы освоите

FundraisingProspecting and QualificationRelationship ManagementClosing (Sales)Proposal WritingContract ComplianceNegotiationRelationship BuildingDrive EngagementProposal DevelopmentPhilanthropyStakeholder Engagement

Программа курса

5 модулей · 55 учебных материалов

01Course Overview: An Introduction to Major and Principal Gifts12 материалов

Getting Started

A Note From UC DavisЧтениеLearning GoalsОбсуждениеMajor and Principal Gifts Course IntroductionВидео

History of Philanthropy and Terminology of Major and Principal Gifts

Учитесь у экспертов

Jason Wohlman

Associate Vice Chancellor for University Development

Major and Principal Gifts
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Обучение на Coursera

≈ 14.9 ч

5 модулей

Язык: Английский

Субтитры: Арабский, Французский, Украинский, Китайский (Китай), Греческий, Итальянский, Бразильский португальский, Вьетнамский, Нидерландский, Корейский, Немецкий, Русский, Тайский, Индонезийский, Шведский, Турецкий, Испанский, Хинди, Японский, Казахский, Польский

Часть программы вашего университета
An Introduction to the Major and Principal Gift ProcessВидео
History of Philanthropy (Part 1)Видео
History of Philanthropy (Part 2)Видео
Development of a Major Gifts Program (Part 1)Видео
Development of a Major Gifts Program (Part 2)Видео
Motivating the Major Gift Donor (Part 1)Видео
Motivating the Major Gift Donor (Part 2)Видео
Define a Major DonorОбсуждение

Assessment

Module 1Задание
02The Major and Principal Gift Process10 материалов

Major and Principal Gift Prospect Identification and Management

An Introduction to Major and Principal Gift Prospect Identification and ManagementВидеоDefinition and Benefits of Prospect ResearchВидеоHow Prospect Research Works (Part 1)ВидеоHow Prospect Research Works (Part 2)ВидеоDetermining Prospects' Giving CapacityВидеоMoves Management (Part 1)ВидеоMoves Management (Part 2)ВидеоEthical ConcernsОбсуждение

Assessments

Module 2ЗаданиеProspect IdentificationВзаимная проверка
03Prospect Cultivation, Strategy Development and Getting the First Appointment10 материалов

Prospect Cultivation, Strategy Development and Getting the First Appointment

Introduction to Prospect Cultivation, Strategy Development and Getting the First AppointmentВидеоOpening the Door with Pre-Call Contacts (Part 1)ВидеоOpening the Door with Pre-Call Contacts (Part 2)ВидеоObjectives of an Initial Visit (Part 1)ВидеоObjectives of an Initial Visit (Part 2)ВидеоDonor Interest and Strategies (Part 1)ВидеоDonor Interest and Strategies (Part 2)ВидеоOpening the DoorОбсуждение

Assessments

Module 3ЗаданиеEngagement, Cultivation, & Solicitation StrategyВзаимная проверка
04Writing the Major Gifts Proposal, Solicitation and Negotiation15 материалов

Writing the Major Gifts Proposal

Introduction to Writing the Proposal and Making the 'Ask'ВидеоWriting the Proposal - Part 1ВидеоWriting the Proposal - Part 2ВидеоWriting the Proposal - Part 3ВидеоWriting the Proposal - Part 4ВидеоWriting TechniquesОбсуждение

Closing a Gift and Stewardship of a Major/Principal Gift Donor

The Structure of a Successful Solicitation Strategy (Part 1)ВидеоThe Structure of a Successful Solicitation Strategy (Part 2)ВидеоPractice the Ask and Negotiation (Part 1)ВидеоPractice the Ask and Negotiation (Part 2)ВидеоPractice the Ask and Negotiation (Part 3)ВидеоChecklist for "The Ask"Чтение

Assessments

Module 4ЗаданиеMajor Gift ProposalВзаимная проверкаSuggested Activity: Role Play ExerciseЧтение
05Structuring, Documenting, and Executing a Major Gift Through Stewardship8 материалов

Structuring, Documenting, and Executing a Major Gift Through Stewardship

Introduction to Structuring, Documenting, and Executing a Major Gift Through StewardshipВидеоStructuring, Documenting, and Executing a Major Gift (Part 1)ВидеоStructuring, Documenting, and Executing a Major Gift (Part 2)ВидеоAn Effective Stewardship ProgramВидеоStewardship InteractionsОбсуждение

Course Summary

Course Summary on Major and Principal GiftsВидео

Assessments

Module 5ЗаданиеGift Agreement and Stewardship PlanВзаимная проверка