Mastery
MAJOR DONOR
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MAYBE YOU...
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Lack major donors in your organization
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Feel overwhelmed in identifying new major donors
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Lack connections to reach new major donors
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Can't seem to get a major donor appointment
- Fear making a request for funds
- Don't know how to handle a "no" or "maybe" response
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Feel overwhelmed by how hard it is to cultivate major donor relationships
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Feel stuck in your current cycle of events
YOU FEEL LIKE YOU'VE TRIED EVERYTHING
Open Houses
Cocktail
Parties
Marathons
Auctions
Keynote Speakers
Walkathons
Concerts
Car
Washes
Luncheons
Virtual
Events
Social
Media
Campaigns
...that the "experts" and "gurus" say you have to do
to reach major donors — but none of it works.
Major partner cultivation is a marathon.
It's a series of choices over a long period of time where you build relationships and invest in people.
It takes time to reap the benefits.
PREVIEW THE ENTIRE COURSE
MODULE 1 : INTRODUCTION
Inside this module you will set expectations for this course, as well as learn how to set a strong foundation for your major donor strategy.
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Introduction
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The Chinese Bamboo Tree
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​Biblical Principles of Major Partner Relationships
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The Development Model Explained
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WORKBOOK: Spend Time in Personal Study​​
MODULE 2 : FINDING MAJOR PARTNERS
Inside this module, you'll dive into the details of where to look for major partners for your organization.
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Where to Find Major Partners
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Find Major Partners Worksheet
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Major Partners and Major Referrals
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WORKBOOK: Let's Make It Real
MODULE 3 : MAKING THE ASK
Inside this module, you will discover the practical steps to getting an appointment and making a request for funds.
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5 Approaches to the Ask
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Before There Was a Mastermind...
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Getting the Appointment
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Major Partner Appointment Tools
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5 Elements of an Effective Presentation
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Element #1: The Opening
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Making Small Talk Meaningful
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Element #2: Discovering Areas of Interest
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The "Right" Question
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Element #3: The Main Body of the Presentation
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Creating a Main Presentation​
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Element #4: The Request for Funds, Part 1
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Element #4: The Request for Funds, Part 2
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How to Powerfully Back Your Request for Funds
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Element #5: Handling Responses
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How to Practically Handle Responses
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Roleplaying Referrals
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Major Partner Presentation Tips
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Practicing the Presentation​
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After the Appointment
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WORKBOOK: Let's Make It Real
MODULE 4 : LONG-TERM CULTIVATION
Inside this module, you'll learn how to use comprehensive mail strategies and personalized reports to cultivate major partner relationships.
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How to Respond to Unexpected Major Gifts​
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Using Existing Mail Strategies
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Major Partner Mailing Strategies
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Example of a Personalized Report
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Key Elements of a Personalized Report
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Creating a Personalized Report​
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Using Videos in Your Report
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Creating a Report Video​
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Using Your Phone
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Reporting Back on the Phone​
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Utilizing Personal Visits
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Reporting Back In-Person​
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How to Use Existing Events to Cultivate Major Partners
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Engaging Major Partners in Current Events
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Major Partner Events
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WORKBOOK: Let's Make It Real
MODULE 5 : INDIVIDUALIZED MARKETING PLANS
Inside this module, you'll learn more about utilizing the 3-3-3-Skip Communication Strategy in developing personalized plans for your partners.
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The 3-3-3-Skip Communication Strategy
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Implementing the 3-3-3-Skip Communication Strategy​
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Monthly Giving Table Reports
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3 Key Elements of Goal Setting
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Determining Individualized Marketing Plans, Part 1
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Determining Individualized Marketing Plans, Part 2
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Implementing Individualized Marketing Plans
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MODULE 6 : COORDINATING CONTACTS
Inside this module, you'll learn how to coordinate your major partner efforts with your executive director and headquarters.
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Coordinating with Your Executive Director
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Using Caseload Assignments for Coordination
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Coordinating Development Efforts with Headquarters
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Proper Record Keeping
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The Chinese Bamboo Tree: Replanted
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Your Next Steps...
Major Donor Mastery
2,997$Â
Course Price
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Identify and secure new major donors
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Increase your confidence in meeting and engaging major donors
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Improve donor engagement and retention
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Increase your organization’s bottom line
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Build stronger, more lasting relationships with your major donors
One New Major Donor Averages $10,000
Still have Questions? Let's talk.
BOOK A FREE CALL WITH JASON
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