Major and Principal Gifts

所在平台: Coursera

课程主页: https://www.coursera.org/learn/major-principal-gifts

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课程简介

课程名称:主要与主要捐赠 课程概述:本课程将全面展示主要与主要捐赠的开发工作,旨在帮助学生在入门课程的基础上进一步提升。参与者将理解主要捐赠开发的理念和策略,包括潜在捐赠者的识别、如何初步接触潜在的主要捐赠者、关系培养与管理、有效的提案写作、成功请求捐赠的方法及持续的捐赠者维护。学生通过制定自己的潜在捐赠者策略、制作必要的支持文件,并参与角色扮演活动,以模拟与潜在捐赠者和捐赠者的互动,从而实践主要捐赠开发的基本技能。 课程大纲: 1. 课程概述:主要与主要捐赠的介绍 - 本模块将帮助你回顾与获得和管理主要捐赠相关的术语,利用指南来发展和管理主要捐赠项目,识别影响大量捐赠的信念和信心的八个要素,认出潜在的主要捐赠者并更有效地激励他们的捐赠。 2. 主要与主要捐赠过程 - 本模块将让你认识到潜在捐赠者研究的目的和目标,识别潜在捐赠者研究的要素,评估潜在捐赠者的慈善能力,研究并识别适合你组织的潜在捐赠者。 3. 潜在捐赠者培养、策略发展及初次约见 - 本模块将教你启动车接触过程并与潜在捐赠者打开沟通,识别初次拜访的目标,反思捐赠者的兴趣并增强其参与感。 4. 撰写主要捐赠提案、请求及谈判 - 本模块将指导你撰写有效的主要或主要捐赠提案,考虑成功请求策略的结构并练习提出请求,使用成交技巧与潜在捐赠者进行谈判。 5. 通过维护结构化、记录及执行主要捐赠 - 本模块将讨论如何使捐赠正式有效,草拟礼物协议并确保其符合接受礼物政策,制定适当的捐赠者维护策略。

课程大纲

Name:Course Overview: An Introduction to Major and Principal Gifts

Description:In this module, you will be able to recall terminology used related to acquiring and managing Major and Principal Gift donations. You will be able to use guides to help develop and manage a Major Gifts Program. You will be able to identify eight elements of belief and confidence that indicate the likelihood of substantial giving. You will be able to recognize a prospective major gift donor and be better able to motivate their giving.

Name:The Major and Principal Gift Process

Description:In this module, you will be able to recognize the purpose and goals of prospect research and identify elements of prospect research. You will be able to examine how to determine a prospect's capacity for philanthropy. You will be able to research and identify potential prospects for your organization.

Name:Prospect Cultivation, Strategy Development and Getting the First Appointment

Description:In this module, you will be able to start the cultivation process and open the door with a prospective donor. You will be able to identify the objectives of an initial visit. You will be able to reflect on the donor's interests and building donor involvement.

Name:Writing the Major Gifts Proposal, Solicitation and Negotiation

Description:In this module, you will be able to write an effective proposal for major or principal gift development. You will be able to consider the structure of a successful solicitation strategy and practice making ‘the ask.’ You will be able to use closing techniques and negotiate with your prospective donor.

Name:Structuring, Documenting, and Executing a Major Gift Through Stewardship

Description:In this module, you will be able to discuss what it means to close a gift so that it is official for your organization. You will be able to draft a gift agreement and ensure it complies with gift acceptance policies. You will be able to develop an appropriate stewardship strategy of your donor.

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课程详情

This course will provide a comprehensive view of major and principal gift development work for students who seek to build upon their experiences gained in the introductory session. Participants will gain an understanding of the philosophy and strategies implemented in major gift development including prospect identification, how to initially engage a potential major gift donor, the process of cultivation and moves management, effective proposal writing, making a successful ask and on-going donor stewardship. Students will practice fundamental major gift development skills by developing their own prospect strategy, producing essential documents to support the process, and engaging in role playing activity to simulate interaction with prospects and donors.

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