Major and Principal Gifts by Coursera
Skills you will learn!
Curriculum
12 Topics
Major and Principal Gifts Course Introduction
An Introduction to the Major and Principal Gift Process
History of Philanthropy (Part 1)
History of Philanthropy (Part 2)
Development of a Major Gifts Program (Part 1)
Development of a Major Gifts Program (Part 2)
Motivating the Major Gift Donor (Part 1)
Motivating the Major Gift Donor (Part 2)
A Note From UC Davis
Module 1
Learning Goals
Define a Major Donor
10 Topics
An Introduction to Major and Principal Gift Prospect Identification and Management
Definition and Benefits of Prospect Research
How Prospect Research Works (Part 1)
How Prospect Research Works (Part 2)
Determining Prospects' Giving Capacity
Moves Management (Part 1)
Moves Management (Part 2)
Module 2
Prospect Identification
Ethical Concerns
10 Topics
Introduction to Prospect Cultivation Strategy Development and Getting the First Appointment
Opening the Door with Pre-Call Contacts (Part 1)
Opening the Door with Pre-Call Contacts (Part 2)
Objectives of an Initial Visit (Part 1)
Objectives of an Initial Visit (Part 2)
Donor Interest and Strategies (Part 1)
Donor Interest and Strategies (Part 2)
Module 3
Engagement Cultivation & Solicitation Strategy
Opening the Door
15 Topics
Introduction to Writing the Proposal and Making the 'Ask'
Writing the Proposal - Part 1
Writing the Proposal - Part 2
Writing the Proposal - Part 3
Writing the Proposal - Part 4
The Structure of a Successful Solicitation Strategy (Part 1)
The Structure of a Successful Solicitation Strategy (Part 2)
Practice the Ask and Negotiation (Part 1)
Practice the Ask and Negotiation (Part 2)
Practice the Ask and Negotiation (Part 3)
Checklist for "The Ask"
Suggested Activity: Role Play Exercise
Module 4
Major Gift Proposal
Writing Techniques
8 Topics
Introduction to Structuring Documenting and Executing a Major Gift Through Stewardship
Structuring Documenting and Executing a Major Gift (Part 1)
Structuring Documenting and Executing a Major Gift (Part 2)
An Effective Stewardship Program
Course Summary on Major and Principal Gifts
Module 5
Gift Agreement and Stewardship Plan
Stewardship Interactions
Major and Principal Gifts
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