Major Gifts Roadmap 2020

Learn and Implement the Art
and the Science of Major Gifts Fundraising

Get the structure, systems and skills to secure transformational gifts for your cause

Help your team learn how to develop and close mega gifts. Reach your fundraising potential by building a systematic program to max out your fundraising potential. Learn kinder, gentler and more successful Conversational Asking approaches.

Would you like a systematic, proven major gifts training and coaching program to expand your team’s success?

Do you want to learn Permission-Based Asking techniques that close transformational gifts?

MAJOR GIFTS ROADMAP

Gives you a 10-month, structured major and principal gift program roadmap for you and your team, delivered via training webinars, recordings, group and one-on-one coaching calls.

You’ll lay down the systems, mindset, vision, structure and processes for a long-term productive major gift program that will deliver measurable results for years.

We’ll share the core highly successful strategies that we’ve taught thousands of people since 2000, from community organizations to the largest universities.

Enrollment is limited for the 2020 cohort.

Schedule a call with us to find out more.

You and your team will master the SCIENCE of transformational major gift fundraising.
- Gain Portfolio management skills: craft a portfolio of highly rated and qualified prospects.
- Use data to find your greatest opportunities with your most committed and generous donors.
- Find the hidden gems in your wealth screening.
- Use data to analyze and project donor behavior.
- Create data-driven donor strategies and cultivation plans to move your donors to transformational giving.
Master the ART of major gift fundraising.
- Help your leaders create a bold vision.
- Motivate your board and leadership and gain their support.
- Learn how to get appointments with major gift prospects.
- Master the Discovery Process to qualify your prospects.
- Learn relational skills: how to build trust with your donors.
- Learn step-by-step Conversational Asking to set up a successful transformational ask.
- Learn how to ask and never, ever get turned down.
- Get personal coaching for important ask visits.
Learn to MANAGE your program for optimal productivity.
- How to organize and mobilize your Major Gifts Team.
- Create structure, metrics and accountability.
- Manage your organization’s pipeline of major gift prospects.
- Help your team stay organized and set priorities.
- Develop data-driven major gift plans.
- Set up a moves management process to guide creative thinking.

Who is the Major Gifts Roadmap For?

It’s for organizations and fundraising teams who want to improve and expand major and principal gift programs to realize significant revenue.

It’s great for organizations thinking about a capital campaign – or looking to capitalize on changing trends in fundraising.

Is the Major Gifts Roadmap for small organizations or large ones?

The Major Gifts Roadmap works for all sizes and types of nonprofits – universities, hospitals, arts organizations, social service agencies and others. The major gifts methodology is universally applicable, no matter your size.

You have guidance and support to troubleshoot and implement your program.
You’ll establish the building blocks of a smart, stable major gifts initiative -- one that will keep bringing in funding over the long run.

What’s YOUR Commitment?

You’ll Need To Commit To:
- Attending 8 instructional webinars and 8 group coaching sessions.
- Setting aside at least 2 days a month (1/2 day a week) for training and donor visits.
- Personally making discovery and cultivation visits to prospective donors.
- Making a financial investment in the program.
- Bringing board members to 2 optional presentations designed for them.

What’s Included in the Major Gifts Roadmap Program?
You’ll learn from Gail Perry, Dr. Kathryn Gamble, and our team and as we journey together.
- 8 group instructional webinars with us, with plenty of question-and- answer time
- 2 optional educational sessions for board members
- 8 monthly group coaching calls with us and other international major gifts experts
- Goals to meet each month that will keep your team accountable
- Supporting materials and videos
- Up to 10 private coaching calls to work on your specific situation and challenges.
- We are literally “on call” to you as needed. You can book a private one-on-one chat with a coach any time.

What’s Your Investment?

Your cost is an investment of $4900

Payment plans are available

Schedule a Call with Us

Brenda Riehl, Lancaster Health Center, PA

Brenda Campbell, Secure Futures in Milwaukee, WI

Cari Karns, Director of the Memorial Hospital Foundation in Colorado

“Last year we raised $112K. Now, with year-end gifts still rolling in, we have exceeded $350K! And I cannot tell you what that has meant for our mission.

As the year draws to a close, I wanted to tell you how very much I have appreciated your wisdom, support, cheerleading, guidance, and experience. I still have so much to learn, but I am better equipped than ever.”

Indira, Director of Development

“Gail Perry’s Major Gifts Coaching program was both practical and inspirational! Participating has helped us think about our major gifts fundraising in a new way, and given us the tools to move forward.

She provided a solid, step-by-step approach to major gifts fundraising that we could customize for our organization. And, we are now on target to raise much, much more in major gifts as a result of this program!

Gail encourages participants to be well-prepared but unafraid to move outside of their comfort zones to try new approaches. She offers a lot of personal attention.”

Liz Hennrikus, Senior Director of Development, American Rivers

“We raised over $400k this year in the program! No more donor fatigue!

It was wonderful to have direct access to Gail and get direct and personal feedback. I feel like I am getting supported in a personal way, and the advice was really targeted to my personal situation.”

Peggy Schick, Development Director, Maine Maritime Museum

Shema Ruperto, For Kids' Sake

Lee Ann Basser, CEO, The National Council of Jewish Women of Australia (Victoria)

Major Gifts Roadmap Coaching Clients 2015-18

4KIDS of South Florida
Achievement Centers for Children & Families
ACTION AGAINST HUNGER USA
American Kidney Fund
American Rivers
Baptist Children’s Homes of NC
Beaches Emergency Assistance Ministry, Inc. (BEAM)
Calvert Marine Museum
Campbell County Healthcare Foundation
CARE House of Oakland County
CASA Child Advocates of Montgomery County
Catholic Social Services
CHI St. Alexius Health Williston Foundation
Children’s Advocacy Center for Denton County
Christian Library International
Citizen Advocacy Center
City Rescue Mission
Cornerstone Community Housing
Cross International
Crossroads School, Inc.
De Benneville Pines, Inc.
Eagle’s Nest Foundation
East Carolina University (ECU Foundation)
Eyes Ears Nose and Paws
Families Together
Farmer Foodshare
For Kids’ Sake
Fuller Center for Housing > International- *Americus*
Gathering Waters: Wisconsin’s Alliance for Land Trusts
Georgia Organics
Global Autism Project

GrieveWell
Halachic Organ Donor Society
Harlem RBI
Hawaii Children’s Action Network
Hema-Quebec Foundation
Henry Ford Health System
HODS
Home Sweet Home Ministries, Inc.
Hospice Giving Foundation
Idaho Youth Ranch
Indiana 4-H Foundation at Purdue University
International House
Jhamtse International
Johnston Community College Foundation, Inc.
Kehillah Jewish Education Fund
Koman Kansas City
Kuumbwa Jazz
La Clinica Del Pueblo
Ladies Union Benevolent Association dba Noyes Home for Children and Meadowview
Lomakatsi Restoration Project
Los Angeles Conservancy
Maine Maritime Museum
Make A Difference – Wisconsin
Maximum Accessible Housing of Ohio
Mount Paran Christian School
Nassau County Council on Aging
National Children’s Advocacy Center
National Council Of Jewish Women if Australia
NC Study Center
NCJWA
Next Step Ministries

North Carolina Arboretum
Outlook Nebraska
Ovarian Cancer Canada
Peace Education Project
Penn Foundation
Prevent Blindness Wisconsin
Randolph County Partnership for Children
Red Door Family Shelter
Restore NYC
San Diego Center for Children
Seva Foundation
Sight Center of NW PA
Smoky Hills Public Television
SouthEast Lancaster Health Services
St. Joan Antida High School
St. Timothy’s School
The Cowles Center for Dance & the Performing Arts
The Emily Program Foundation
The Fuller Center for Housing
The International School
The Kilgoris Project
The Mental Health Association of Westchester
The University of Montana Western Foundation
The Women’s Center of Tarrant County
UCHealth Memorial Hospital Foundation
University of Pittsburgh at Greensburg
Unlock Ministries
WARM
WaterAid America
WhidbeyHealth Foundation
YMCA of Northwest North Carolina

Major Gifts Roadmap Curriculum

Month 1

Month 1: Build a Culture of Philanthropy and Identify Your Major Gift Prospects (February)

Learn the major gift million dollar mindset
Get your whole organization on board the major gifts train.
Create your major gifts team
Where to look for potential major gift prospects
Set up your prospect list in a digital format; define the fields you need to track
SPECIAL BOARD presentation introducing them to Major Gifts Fundraising

Month 2

Month 3

Month 3: Create Cultivation Plans (April)

Create systematic cultivation plans for your top 20 donors
Learn Moves Management to manage your cultivation activities
Hold screening sessions to review the prospect list with key volunteers (I’ll show you how to organize it and get people there)
ID your low hanging fruit and put them on the top of your list.
SPECIAL BOARD training on how they can open doors to major prospects

Month 4

Month 5

Month 6

Month 7

Month 8

Month 9

Month 10

Think the Major Gifts Roadmap Program is For You?

If so, fill out this Letter of Interest Form to set up a private phone chat with Gail.

Let’s see if this program is right for your organization.
I’ve got tons of people interested and I want to be sure you have a chance to be accepted into the program!