Recorded Webinar

How to Meet and Exceed Major Donor Targets with the Right Donor Planning Tools and Tactics (Recording)

Price: 49.99
Author: Michelle Stein
Duration: 90 Minutes
Course Level: Beginner
Year Created: 2018
CFRE Approved: 1.50 Points

Instant Access! Recorded Webinar Description

 A Whopping 90% of the People Who Attended This Webinar Recording Rated It As Great to Excellent!

As a self-confessed, previously ‘mediocre’ fundraiser, presenter Michelle Stein felt frustrated with the average and reactive major donor program she led at an international development charity. However, once she uncovered the right planning tools and tactics, she saw extraordinary results: doubling income in a year, bringing in a million pound gift, and building a robust prospect pipeline. She now wants to show you how to have the same success with your major donor program!

If you would like your major gift fundraising to meet and exceed targets, then join Michelle where, step by step, she will share the most important planning tools to get you the results you want. You’ll learn how to plan and create gift tables, event calendars and stewardship levels as well as practical communication tactics to build trust and connection with donors.

These tools, which cover each stage of the major donor cycle, are easily replicable, suitable for small, medium and large organizations and amazingly, cost nothing to implement.  

In this 90-minute webinar recording you will learn:

  • Step 1: How to strategically plan a prospect list and gift table: starting from a blank template we’ll build a gift table and identify how many prospects are needed to reach income targets  

  • Step 2: How to make your website major donor friendly - what to include to ensure major donors and wealth advisors know you can handle big gifts   

  • Step 3: How to create an events calendar with KPIs (key performance indicators) which align with your income target

  • Step 4: How to build rapport quickly with donors using insight questions, language mirroring and body and voice matching

  • Step 5: How to plan consistent stewardship at different donor levels  

Your Bonus Materials:

  1. A gift table template with prospect tabs so you can build your own

  2. An events calendar planner template

  3. A donor question template divided into question themes   

  4. Stewardship tiers template which you can customise

  5. Your webinar slides

What Attendees Said about This Webinar Recording:

“Engaging and knowledgeable speaker.  Good tips on building a functional gift table!”

Carleigh Elkus, Colorado Children´s Campaign


“Can’t wait to dive into the supplemental materials.”

Sheila Greaver, Panther Creek Inspiration Ranch


“Very organized methodology with an equal blend of relationship building.  Nice approach.”

Ellen McCarty, Playworks


“It was great for teaching organization skills and prospect moves management to beginners and offer new ideas for ways to organize prospect/donor moves management to seasoned fundraisers.”

Alyson Warner, Community Foundation of Broward


“loved the gift table tool and instructions on how to best use/utilize it to increase development and funding.  thank you. ( i hope to have time to implement/use/manage it but do not have staff dedicated to development/fundraising.)

Dellann Elliott, End Brain Cancer


“With the definition of major gift different for the participants, Michelle was able to cover basic information to more advanced information in the webcast. At the end of the session the incentive to move up was great food for thought.  Thank you.”

Lynn McCarthy, Marlborough School


About Your presenter

Michelle Stein, founder of Handmade Fundraising, is a fundraising consultant who specializes in relationship fundraising.

She has worked in charities spanning faith, international development and arts and heritage, most recently at the British Museum where she worked with some of the biggest philanthropic families in the UK.

She has trained fundraisers in the UK, Europe, Australia and South Africa and knows from first hand experience that with the right training, any fundraiser can go from mediocre to extraordinary!