关于此课程： 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.
此课程适用人群： This course is primarily intended for those entering the fundraising profession and those with limited experience who seek to expand their knowledge of Major and Principal Gifts.
制作方： 加州大学戴维斯分校
教学方： Jason Wohlman, Associate Vice Chancellor for University Development
| 基本信息 | 课程 3（共 4 门，Fundraising and Development Specialization ） |
| 级别 | Beginner |
| 承诺学习时间 | 4 weeks of study, 2-5 hours/week |
| 语言 | English |
| 如何通过 | 通过所有计分作业以完成课程。 |
授课大纲
第 1 周
Course Overview: An Introduction to Major and Principal Gifts
In this module, you will be able to recall terminology used related to acquiring and managing Major and Principal Gift donations. You will be able to use guides to help develop and manage a Major Gifts Program. You will be able to identify eight elements of belief and confidence that indicate the likelihood of substantial giving. You will be able to recognize a prospective major gift donor and be better able to motivate their giving.
8 视频, 1 阅读材料
- 읽기 자료: A Note From UC Davis
- 토론 프롬프트: Learning Goals
- 视频: Major and Principal Gifts Course Introduction
- 视频: An Introduction to the Major and Principal Gift Process
- 视频: History of Philanthropy (Part 1)
- 视频: History of Philanthropy (Part 2)
- 视频: Development of a Major Gifts Program (Part 1)
- 视频: Development of a Major Gifts Program (Part 2)
- 视频: Motivating the Major Gift Donor (Part 1)
- 视频: Motivating the Major Gift Donor (Part 2)
- 토론 프롬프트: Define a Major Donor
已评分: Module 1
第 2 周
The Major and Principal Gift Process
In this module, you will be able to recognize the purpose and goals of prospect research and identify elements of prospect research. You will be able to examine how to determine a prospect's capacity for philanthropy. You will be able to research and identify potential prospects for your organization.
7 视频
- 视频: An Introduction to Major and Principal Gift Prospect Identification and Management
- 视频: Definition and Benefits of Prospect Research
- 视频: How Prospect Research Works (Part 1)
- 视频: How Prospect Research Works (Part 2)
- 视频: Determining Prospects' Giving Capacity
- 视频: Moves Management (Part 1)
- 视频: Moves Management (Part 2)
- 토론 프롬프트: Ethical Concerns
已评分: Module 2
已评分: Prospect Identification
第 3 周
Prospect Cultivation, Strategy Development and Getting the First Appointment
In this module, you will be able to start the cultivation process and open the door with a prospective donor. You will be able to identify the objectives of an initial visit. You will be able to reflect on the donor's interests and building donor involvement.
7 视频
- 视频: Introduction to Prospect Cultivation, Strategy Development and Getting the First Appointment
- 视频: Opening the Door with Pre-Call Contacts (Part 1)
- 视频: Opening the Door with Pre-Call Contacts (Part 2)
- 视频: Objectives of an Initial Visit (Part 1)
- 视频: Objectives of an Initial Visit (Part 2)
- 视频: Donor Interest and Strategies (Part 1)
- 视频: Donor Interest and Strategies (Part 2)
- 토론 프롬프트: Opening the Door
已评分: Module 3
已评分: Engagement, Cultivation, & Solicitation Strategy
第 4 周
Writing the Major Gifts Proposal, Solicitation and Negotiation
In this module, you will be able to write an effective proposal for major or principal gift development. You will be able to consider the structure of a successful solicitation strategy and practice making ‘the ask.’ You will be able to use closing techniques and negotiate with your prospective donor.
10 视频, 2 阅读材料
- 视频: Introduction to Writing the Proposal and Making the 'Ask'
- 视频: Writing the Proposal - Part 1
- 视频: Writing the Proposal - Part 2
- 视频: Writing the Proposal - Part 3
- 视频: Writing the Proposal - Part 4
- 토론 프롬프트: Writing Techniques
- 视频: The Structure of a Successful Solicitation Strategy (Part 1)
- 视频: The Structure of a Successful Solicitation Strategy (Part 2)
- 视频: Practice the Ask and Negotiation (Part 1)
- 视频: Practice the Ask and Negotiation (Part 2)
- 视频: Practice the Ask and Negotiation (Part 3)
- 읽기 자료: Checklist for "The Ask"
- 읽기 자료: Suggested Activity: Role Play Exercise
已评分: Module 4
已评分: Major Gift Proposal
第 5 周
Structuring, Documenting, and Executing a Major Gift Through Stewardship
In this module, you will be able to discuss what it means to close a gift so that it is official for your organization. You will be able to draft a gift agreement and ensure it complies with gift acceptance policies. You will be able to develop an appropriate stewardship strategy of your donor.
5 视频
- 视频: Introduction to Structuring, Documenting, and Executing a Major Gift Through Stewardship
- 视频: Structuring, Documenting, and Executing a Major Gift (Part 1)
- 视频: Structuring, Documenting, and Executing a Major Gift (Part 2)
- 视频: An Effective Stewardship Program
- 토론 프롬프트: Stewardship Interactions
- 视频: Course Summary on Major and Principal Gifts
已评分: Module 5
已评分: Gift Agreement and Stewardship Plan
常见问题解答
运作方式
수업 활동
각 강좌는 대화형 교과서 형식으로 이루어지며, 사전 녹화된 비디오, 테스트, 프로젝트를 포함합니다.
동료로부터의 도움
수천 명의 다른 동료 학습자와 함께 논의하고, 강좌 자료에 대하여 토론하고, 개념 습득을 위해 서로 도움을 받으십시오.
수료증
귀하의 성과를 공식적으로 인정받아 친구, 동료, 회사에 성과를 공유해 보세요.
制作方
加州大学戴维斯分校
UC Davis, one of the nation’s top-ranked research universities, is a global leader in agriculture, veterinary medicine, sustainability, environmental and biological sciences, and technology. With four colleges and six professional schools, UC Davis and its students and alumni are known for their academic excellence, meaningful public service and profound international impact.
价格
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| 访问课程材料 | 可用 |
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| 收到最终成绩 | 可用 |
| 获得可共享的课程证书 | 可用 |
