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Expertise LevelOrganization SizeAppropriate Expectations For Managing Major Gifts
Balancing the Art and Science of Major Gift Work to Maximize Success

Duration: 66 minutes

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Recorded Seminar
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Marcy HeimMajor Gifts
Led by Marcy Heim, CFRE

Managing major gifts can be a puzzle.

Do you sometimes feel pressure to ask for a major gift before the time is right?

Development is often discussed as requiring a feel for the art of fundraising -- developing a 'touch' for knowing when to make the ask, providing 'thoughtful stewardship', making 'meaningful ' contacts and making 'artful' asks.

Managers will also describe major gift development as the "time line" needed to close the gift, the "number" of asks to be made/month or quarter or the "quarterly dollar goals."

How do managers and major gift officers find balance in respecting the donor and conducting major gift work that creates positive long-term donor relationships while still meeting the bottom line, provide data-driven evaluations and increase the dollars raised?

How can we solve the puzzle and make the science support the art?

This seminar will answer these questions and more.

Taking This Seminar You Will:

  • Explore a framework for managing major gifts
  • Understand the needs of management and the needs of the donor
  • Discover how to set appropriate expectations for major gifts

Who Should Attend?

  • Major gifts officers or those who would like to be
  • Development Directors
  • CEOs and Other Senior Administrators
  • Major Gifts Managers
  • Planned Giving Officers

About Marcy Heim, CFRE:

Marcy Heim is widely recognized as an excellent and entertaining presenter. She combines her experience with a large, public research university, a small independent school and a variety of clients into thoughtful workshops, seminars and consulting.

Marcy’s teaching reflects over twenty years of first hand experience. She served as the Senior Director of Development for the University of Wisconsin Foundation where she managed constituency development staff and programs for the College of Agricultural and Life Sciences. Her unit experienced twenty-fold giving growth and completed a $50,000,000 campaign under her leadership. In addition, Marcy coordinated the regional development efforts for the UW-Madison in the Pacific Northwest for 10 years.

More . . .