Expectations For Managing Major
Balancing the Art and Science of Major
Gift Work to Maximize Success
Duration: 66 minutes
All purchases include PDF copies of all handouts, including
power point. Access codes are delivered via email in less than 5 minutes and
recordings are downloaded in MP3 format.
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.
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 . . .