What you'll learn
Streamline your efforts, avoiding unproductive tasks
Amplify donor interactions with more visits
Gain the confidence to make compelling asks
Raise millions focusing on high-priority prospects
Requirements
No fundraising experience
Description
Efficient major gifts involves a strategic approach where fundraisers concentrate their time and resources on high-potential prospects who are likely to make significant contributions in the near future. This series of videos aims to equip you with the tools to steer clear of unproductive efforts, enabling you to achieve success by increasing your prospect visits, making more effective asks, and giving priority attention to your most promising prospects. In part one, we embark on the journey to transform you into a highly efficient fundraiser. Moving into part two, our attention zeroes in on the critical aspect of securing donor visits, as it's a hallmark of successful fundraisers who consistently exceed their goals. In part three, we dive into the art of soliciting and successfully securing major gifts. Then in part four, we synthesize all the knowledge you've acquired through immersive case studies that trace the entire journey culminating in a major gift. Whether you're a rising star or a seasoned professional, these time-tested methods will invigorate your perspective and most importantly, yield substantial results, driving crucial funds for your organization.Efficient Major Gifts was created by Adam Platzer. With an impressive track record spanning more than 18 years in fundraising, Adam has secured game-changing contributions from alumni, corporations, and parents. Among his achievements is the orchestration, cultivation, and successful closure of a monumental $50 million donation, achieved through collaborative efforts with university leadership. This is the single largest philanthropic contribution in the storied history of RIT.
Overview
Section 1: Setting Up for Efficient Success
Lecture 1 What is Efficient Major Gifts?
Lecture 2 Internal Relationships
Lecture 3 Pathway to a Gift
Lecture 4 Avoiding Unproductive Work
Lecture 5 The Prospect Tracker
Lecture 6 Planned Persistence
Section 2: Get More Visits
Lecture 7 Finding Prospect Leads
Lecture 8 Emails that Get a Response
Lecture 9 Stop Getting Ghosted
Lecture 10 Preparing for a Visit
Lecture 11 The Best Visit Questions
Lecture 12 Rapid Follow-up is King
Lecture 13 Value Engagement
Section 3: Make More Asks
Lecture 14 Making the Ask
Lecture 15 Closing Strategies
Lecture 16 Get Bigger Gifts
Lecture 17 Stewardship
Section 4: Major Gift Case Studies
Lecture 18 The Executive
Lecture 19 The Entrepreneur
Lecture 20 The Athlete
Lecture 21 The Trustee
Lecture 22 The Unengaged Alumnus
Lecture 23 The Parents
Fundraisers in higher education



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