Major Gift Development: Managing Expectations

It can feel daunting to oversee a major gifts department because you have to complete tasks and answer questions that may leave your head spinning.

How do you maintain contact with high-level supporters who don’t have much time for your relationship? And how do you make and meet an annual budget when donors may or may not give in a particular year? The list goes on…

In this three-topic course, Erik Rogers, Dunham+Company’s Chief Strategist of Major Gift Services, offers counsel about running a healthy, well-organized department of major gifts officers and managing expectations for success.

You’ll learn how to…

• Implement strategies for ensuring the success of your department
• Equip your major gift officers to plan effective meetings with potential donors
• Solidify and maintain healthy relationships with supporters

This course includes:

Introduction (40 seconds)

Erik introduces the three topics covered in this course that will increase the efficiency and success of your major gifts department. 

Session 1: Strategies (13 minutes)

Your organization needs effective major gift fundraising strategies to help meet your yearly budget. In this section, Erik discusses two approaches to establishing giving goals, and then he digs into prioritizing major donors and deciding which ones might warrant extra focus.

Session 2: Major Gift Officers (13 minutes)

Equip your major gift officers to get the most out of their time with high-level donors. Learn how to plan donor meeting trips and prepare for face-to-face contact with the supporters who might be ready and willing to help your organization make more impact.

Session 3: Donors (10 minutes)

To reach its goals, your organization must make meaningful connections with major donors that result in healthy, thriving relationships. Learn the main question you should ask in order to understand the heartbeat of your donor and discover best practices for pursuing hard-to-reach supporters.

Conclusion (1 minute)

Erik wraps up the course by reviewing the topics discussed and reinforcing their value for managing expectations in your major gifts program.

Purchase Major Gift Development: Managing Expectations today, and create a solid, efficient department that plays an integral role in making more impact for your cause.

INSTRUCTOR

Erik Rogers joined the Dunham+Company team in 2016, bringing with him more than 20 years of experience and a skillset that combines fundraising, marketing, advertising, and major gift development with high net-worth individuals. He works with our clients to help them develop and implement the right strategies for major gift development.