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"Is our team ready for the fund-raising challenges ahead?"

Development Training of Personnel and Volunteers is one of the key ingredients in a successful development effort. We ensure your Development Team is well prepared and enthusiastic about its pivotal role.

What We Do

The knowledge, skill, and confidence that staff, faculty, and volunteer training bring to the development and fund-raising process is crucial. We work with you to determine the types of training your team needs to meet your school’s short- and long-term goals. We offer nine training sessions from which you may select in any combination.

1. Making the Case to Raise Funds for Private-Independent Schools

“Why do independent schools need to raise money? I pay tuition. Why do you want me make a donation on top of that?” Raising money within the independent school environment requires an understanding of the role that philanthropy plays in your schools, and why. This workshop addresses the following:

  • Motivating people to give to your school
  • Communicating the rationale for giving and evaluating its effectiveness
  • Teaching philanthropy to a younger generation of parents

2. Elements of a Strategic Development Plan

This workshop addresses the following issues as you create your strategic development plan:

  • Components of a development plan that meets your school annual needs: your case, leadership, volunteers, and donor prospects
  • Defining your goals and objectives, budgets, strategies, responsibilities, timelines, and evaluation process
  • Developing a targeted marketing and public relations plan

3. A Donor-Centered Approach to Development and Fund-Raising

The most important variable in your development and fund raising efforts is your donor. Your development efforts need to reflect an understanding of how to establish, build, and nurture relationships with your donors in order to convert them into investors. This workshop addresses the following:

  • Defining a values-based, donor-centered approach to development and fund raising, and the components of a successful program
  • Knowing your donor/prospects
  • Advantages of a donor-centered approach

4. Elements of a Successful Annual Giving Campaign

Annual campaigns create of culture of giving at your school. They involve a broad base of donors in yearly opportunities to support your school and your mission. With this in mind, annual does not mean once a year, it means continual. This workshop addresses the following:

  • Components of a successful annual campaign
  • MOVES management
  • Techniques and strategies that prevent “over-asking”
  • Protecting your Annual Giving while engaging in special campaigns
  • Evaluating results

5. Elements of a Successful Major/Planned Giving Program

Your school has the potential to raise significant gifts from those who really care about your programs and services. This workshop addresses the following:

  • Defining a “major” gift
  • Identifying, cultivating, and soliciting donor/prospects
  • Recognizing and stewarding donor/prospects
  • Current trends, strategies, and techniques

6. The Role of Professional and Volunteer Leadership in Development

To be successful, development must be seen as an institutional priority. That means that professional and volunteer leaders are partners in the process. In schools with no development office, viable opportunities remain for successful development and fund raising activities. This workshop addresses the following:

  • Your professional staff's role in the development and fund raising process
  • Your Board's and volunteers' roles, and how to maximize their participation
  • Coordinating the efforts of both
  • What to do when you don't have a development staff
  • Elements of a successful partnership and creating win-win engagements

7. The Role of Grandparents in Your Development and Fund-Raising Programs

Grandparents are natural partners in your development and fund-raising efforts, and the potential of their involvement remains untapped. This workshop addresses the following:

  • Engaging grandparents in the development and fund-raising process
  • Using the grandchild-grandparent connection
  • Motivating the parents of your students to connect to their parents
  • Communication strategies that “connect” grandparents with your school
  • Fund-raising strategies that are successful with grandparents

8. Elements of a Successful Stewardship Program

How donors are treated after they make their gifts largely determines the future success of your development and fund-raising efforts. When positioned as inviting investment, your school and donor become equal players in the transaction.

  • The definition and rationale for stewardship
  • Principles and components of a successful program
  • A sense of belonging and investment
  • Implementation—the human side
  • Making stewardship a priority

9. Making the Ask: Inviting Donors to Become Investors

While solicitation may appear a one-sided transaction, it is not. When positioned as inviting investment, your school and donor become equal players in the transaction. Just as development is not a euphemism for fund-raising, neither is investment for donations/gifts. Development and investment reap more powerful results. With this in mind, participants in this workshop discuss and role-play the 12 steps in successful solicitations.

Learn More

To learn more about how our Consulting Services can serve your school, e-mail Helen Foster, Consulting Manager, or call 302-656-4944 (ext. 134).

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