Free Nonprofit Webinar: How to Build Your Major Donor Portfolio

  • Duration
    45 Minutes
  • Author
    Robin Cabral
  • Course Level
    Beginner
  • Year Created
    2024
  • CFRE Approved
    1.00 Points
  • Get Certified and Save $

Price

FREE

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Free Nonprofit Webinar: How to Build Your Major Donor Portfolio
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Once upon a time, 80% of your revenues came from 20% of your donors. Today, that ratio is more like 90% of your revenues come from 10% of your donors. And, as Giving USA highlights, we know that in any given year, over 64% of contributed income comes from individual donors. Whether you are in a large, medium, or small fundraising shop; it doesn’t matter any longer. The question is, are you poised to maximize your revenues based on these giving patterns?

Join Robin L. Cabral, MA, CFRE, MFIA, Chief Fundraising Strategist and Coach at Development Consulting Solutions during this free nonprofit course as she takes you through the steps she used to develop her organization’s major gift portfolios which can apply to any sized fundraising shop. Robin is a certified CharityHowTo Topic Expert on a variety of fundraising topics.

Whether your nonprofit is large or small, Robin will show you how to build either your first or your best, major gift portfolio to focus your efforts on the 10% of the donors who are giving 90% of contributed income to help you raise more money. 

What You Will Learn from this Free Nonprofit Training:

  • How to find and identify major gift prospects.
  • How to rate and rank donors to focus a major gift portfolio through a series of “Tiers”.
  • How to qualify and cultivate major gift prospects through discovery visits.
  • How to build your ideal portfolio and how many prospects are needed to meet your revenue goals.
  • How to develop a revenue goal for each donor.
  • How to create a schedule of moves for each identified prospect with each “Tier” of donors.
  • How to effectively manage the major gift portfolio over time even with time constraints.
  • How to use your Case for Support to create donor offers that will inspire a gift.
  • And, much, much more!

You’ll Get These BONUS Materials:

  1. You get a free CharityHowTo account
  2. Your slides will be added to your free CharityHowTo library
  3. The webinar recording will be added to your CharityHowTo library.
  4. When logged in you can browse and add other FREE items to your CharityHowTo library.
  5. You can access and view your webinar recordings and slides anytime, anywhere.

About Your Topic Expert:

Robin is specifically qualified to teach this webinar because she:

  1. Has over 25 years of working experience with nonprofits. 
  2. Is the owner of Development Consulting Solutions, LLC. 
  3. Has raised millions in campaigns. 
  4. Has transitioned up the career ladder throughout the years. 
  5. Has coached other nonprofit professionals to develop their fundraising careers. 
  6. Is on a mission to transform the revolving door of fundraising through education and resources!

Robin L. Cabral is a Certified Fund Raising Executive (CFRE) with over 25 years of experience. Robin has raised millions of dollars assisting nonprofit organizations as a development professional, overseeing all aspects of fund development, from annual funds to capital campaigns and donor communications.

Robin obtained a Bachelor of Arts degree in sociology from the University of Massachusetts Dartmouth and a Master of Arts in Philanthropy and Fund Development from Saint Mary’s University of Minnesota. She currently holds the designation of Certified Fund Raising Executive (CFRE) and is a graduate of Leadership Southcoast (2010).

Robin is an active member of the Association of Fundraising Professionals (AFP) and adheres to the AFP Code of Ethical Principles and Standards of Professional Practice. She has served on the board of AFP-RI and the National Catholic Development Conference Planning Committee and Professional Development Committee. She has been a conference presenter, workshop leader, roundtable leader, moderator, and facilitator, and was an AFP-RI Conference Planning Committee Co-Chair. She is also an AFP Master Faculty Trainer.

In 2012, Robin launched Development Consulting Solutions to provide outsourced fund development consulting services and interim fund development staffing. She works with small to mid-sized nonprofits throughout the Northeastern United States and beyond.

What Attendees Said about This Free Nonprofit Webinar:

“Robin is super knowledgeable and helped me get a good idea of my next steps for building our Major Donor Portfolios out at my organization.”

Dakota Dula, Alliance for Justice

“The content in this FREE webinar was a great introduction to the topic of Major Gifts and Portfolios. The use of frequent polls for live feedback from participants also made it more engaging.”

William Horton, Holocaust Museum Houston

“I found the webinar incredibly helpful and will definitely refer to the slides as I build my major donor portfolio!”

Sara Anton, Gosnold

“Very valuable for folks at small organizations, and for folks who have specialized in the other niche kinds of giving and haven't done much in individual giving.”

Stephanie Chamberlain, Alameda County Bar Association

“I enjoyed today's free webinar on "Building a Major Donor Portfolio" as it was loaded with a lot of very helpful tips and information. It was good that the webinar resource link was emailed to me in plenty of time before the webinar so that I could access and download the slide presentation to have during the webinar.”

Mark Laurel, Housing Opportunities Made Equal, Inc.

“I really appreciated this free webinar. It was very engaging and seemed to go by very quickly. The information and presentation was of great quality.”

Jenelle Lewis, Partnership for Children of Lenoir and Greene Counties

“I always leave these webinars with good reminders, tips and an "uh ha" moment or golden nugget!”

Lori Baum, Make-A-Wish Foundation of North Texas

“This free CharityHowTo webinar gave me a complete step-by-step guide to make sure I am doing all the right things to maximize my own major donors and to thoughtfully listen to them and, hopefully, renew and increase their gifts to our organization.”

Laurie Cothran, National Audubon Society

“As part of a small nonprofit looking to develop its major donor program, I found this webinar very helpful. And I'm glad I can share the slides with our Executive Director and Board members. Thanks!”

Sulling Miller, Reach Incorporated

“Webinar was informative and shared ideas that I have never considered as a fundraiser. Like the idea of a rating system, beyond what is provided through screening.“

Lorraine Shim, Nova Southeastern University

“High quality presentation, especially if someone has no major gifts experience.”

Deborah Miller, The Holden Arboretum

“CharityHowTo webinar allows me to learn up to date information without needing to spend extra costs on travel and time away from the office.”

Tamara Karam, Kingswood Academy

“Excellent and well-organized presentation on the many facets of Major Gift Fundraising.”

Marcelle Highstreet, Mount Carmel Academy

“The webinar provided useful content and actionable steps I can implement to better my major donor cultivation strategies.”

Martin Tracey, Regional Food Bank of Northeastern New York

“Robin is one of the best presenters, lots of experience and knowledge.”

Sharon Shepard-Ballen, CFRE

“Robin Cabral shared her extensive knowledge about donor databases and donor relationships with us today. I am not a CFRE; I am a grant writer and program developer. However, it is important for me to move outside of my comfort zone to help my organization succeed. Robin's skillful talk gave me the inspiration to learn even more!”

Heather Kleiner, Sci-Port Discovery Center

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