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What to Listen for in a Forensic Interview

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What to Listen for in a Forensic Interview

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Major Gifts

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Major Gifts

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Estate Gifts

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Estate Gifts

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Endowment

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Endowment

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Annual Funds

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Annual Funds

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Campaigns

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Campaigns

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Board Engagement Management

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Board Engagement Management

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Board Selection

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Board Selection

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The Role of the Board

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The Role of the Board

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Event follow up and evaluation

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Event follow up and evaluation

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Curating participants for highest impact

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Curating participants for highest impact

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Designing New Events

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Designing New Events

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Reviewing Events Calendar

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Reviewing Events Calendar

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Alumni

In the last 25 years, alumni relations have drastically declined as a national trend. To reverse this, we must reinvent alumni relationships and how we connect with them. It is important to understand the life stage and mentality of different alumni, from recent grads, possibly still paying off debt, to long-standing alumni, further into their…

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Alumni

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In the last 25 years, alumni relations have drastically declined as a national trend. To reverse this, we must reinvent alumni relationships and how we connect with them.
It is important to understand the life stage and mentality of different alumni, from recent grads, possibly still paying off debt, to long-standing alumni, further into their career.
This video overviews critical research showing what motivates and demotivates different alumni to donate. By taking on these tools, the opportunity to bring faculty, students, and alumni together is attainable.

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Mindsets

There’s a difference between movement and having an impact, that’s making a difference. We all have a tendency to want to harvest whatever support or donations we can, but when finished with that exercise we must ask ourselves: Have we put anything in place that can be harvested again in the future? Explore common misconceptions…

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Mindsets

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There's a difference between movement and having an impact, that’s making a difference. We all have a tendency to want to harvest whatever support or donations we can, but when finished with that exercise we must ask ourselves: Have we put anything in place that can be harvested again in the future?
Explore common misconceptions and tools to think outside of the box no matter what stage your campaign is in.

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Fundraising for Deans – Overview

Deans, you’re in the spotlight and we look forward to being helpful to you! You are both faced with greater obligations than ever before and greater opportunities. The simple obligation is that more Deans are being expected to be proficient in fundraising, and expected as a condition of employment. Let us walk you through different…

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Fundraising for Deans – Overview

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Deans, you're in the spotlight and we look forward to being helpful to you! You are both faced with greater obligations than ever before and greater opportunities. The simple obligation is that more Deans are being expected to be proficient in fundraising, and expected as a condition of employment.
Let us walk you through different opportunities that will be in front of you. We want to help you prepare and be ready for it.

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Philanthropic Vital Signs

Just like going to the doctor to check your health, it is important to check the health and productivity of your organization. Assess your philanthropic vital signs using our strategy. Use this methodology to help you both assess where you are in terms of your long-term philanthropic potential, determine the viability of individual prospects, or…

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Philanthropic Vital Signs

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Just like going to the doctor to check your health, it is important to check the health and productivity of your organization.
Assess your philanthropic vital signs using our strategy. Use this methodology to help you both assess where you are in terms of your long-term philanthropic potential, determine the viability of individual prospects, or where you are with the field of prospects. This proven methodology is drawn from high-level experience and research from thousands of records of giving, transactions and principal gifts.

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How Do You Administer a Forensic Interview

Understand how a forensic interview can be designed to work with individuals or groups to achieve a shared purpose. Learn strategies that will help you commit to substantive, if not soul-searching conversations with those who have and might support you. Learn how to create strategic alignments and ways to effectively conduct a conversation that aspires…

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How Do You Administer a Forensic Interview

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Understand how a forensic interview can be designed to work with individuals or groups to achieve a shared purpose.
Learn strategies that will help you commit to substantive, if not soul-searching conversations with those who have and might support you. Learn how to create strategic alignments and ways to effectively conduct a conversation that aspires to reach your effectively reach your goals.

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Overview of a Forensic Interview

Learn the technique of administering a forensic interview, what to ask, in what order, and why, and can you yield from that interview. Through this, you can understand the heart and mind of a philanthropist to understand what people are trying to achieve with their philanthropy. By learning how they became philanthropic, what triggered it,…

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Overview of a Forensic Interview

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Learn the technique of administering a forensic interview, what to ask, in what order, and why, and can you yield from that interview.

Through this, you can understand the heart and mind of a philanthropist to understand what people are trying to achieve with their philanthropy. By learning how they became philanthropic, what triggered it, and what has caused its highest expression in their lives, gives great insight on how to work with them going forward. A failure to understand their philanthropic motivators and coming at them with only your interest can cause a failed opportunity to work with them toward their greatest potential.

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Major Donor and Estate Gift Accountability

Learn proven methodologies in this session that steward your donors after major gifts to keep your relationships long lasting.

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Major Donor and Estate Gift Accountability

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Learn proven methodologies in this session that steward your donors after major gifts to keep your relationships long lasting.

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Donor Accountability

Of all the constituents that we could steward and should steward, we want to pay attention to loyal donors irrespective of the amount that they’ve given. If we see donors who’ve given to us for years fall away, they are deserving of great attention. Their probability of giving again is far greater than any new…

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Donor Accountability

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Of all the constituents that we could steward and should steward, we want to pay attention to loyal donors irrespective of the amount that they've given.
If we see donors who've given to us for years fall away, they are deserving of great attention. Their probability of giving again is far greater than any new donor that we might imagine. Learn how to bring back donors and manage relationships according to the level of consecutive years of giving.

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Data Driven Fundraising

Data and data models are one of the great advantages in fundraising today and for philanthropy-seeking organizations. Data allows us to work more intelligently and to use our precious time and resources more efficiently. The problem is, we’re awash in data. Everybody has data. Which data is most important? Why? And if you’re a small…

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Data Driven Fundraising

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Data and data models are one of the great advantages in fundraising today and for philanthropy-seeking organizations. Data allows us to work more intelligently and to use our precious time and resources more efficiently. The problem is, we're awash in data. Everybody has data. Which data is most important? Why? And if you're a small shop with a modest budget, what data do you most need?

Learn how to utilize different data sets and outcomes for determining influence and philanthropic passion in your own community, looking not for speculation, not for wealth, but for evidence of giving and engagement and caring about that topic.

With these kinds of data sets, we can help you retain your best donors and to know where your time is best spent in the short run, mid-run and long term.

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Early Stage Prospect Engagement

Learn the delicate phase of fundraising, with prospect engagement. When you do not understand how to properly approach a donor, you are at high risk for immediately closing any opportunity to work together. Learn proven tools for avoiding donor fatigue, donor skepticism and leaving them with a feeling of sometimes being ambushed, or hustled, or…

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Early Stage Prospect Engagement

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Learn the delicate phase of fundraising, with prospect engagement.

When you do not understand how to properly approach a donor, you are at high risk for immediately closing any opportunity to work together. Learn proven tools for avoiding donor fatigue, donor skepticism and leaving them with a feeling of sometimes being ambushed, or hustled, or besieged to give more, besieged to give more without really knowing why.

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Late Stage Prospect Engagement

If you are trying to meet fundraising needs at a fast pace, unlock the importance and methodology of understanding fundraising as a process.

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Late Stage Prospect Engagement

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If you are trying to meet fundraising needs at a fast pace, unlock the importance and methodology of understanding fundraising as a process.

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Solicitation/Proposal

Learn both the conditions under which one can put forward a solicitation, and then how an effective solicitation can be made. A common misconception, particularly new leaders of non-profits or institutions of learning or schools, come in believing that they will master the art of solicitation and be successful fundraisers. Unlock processes we lay out…

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Solicitation/Proposal

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Learn both the conditions under which one can put forward a solicitation, and then how an effective solicitation can be made. A common misconception, particularly new leaders of non-profits or institutions of learning or schools, come in believing that they will master the art of solicitation and be successful fundraisers. Unlock processes we lay out for you to solicit with success, to enhance donor relations to reach your goal.

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Gift Agreement/Negotiation

You have successfully reached a donor, however, the next step of finalizing the transaction is just as critical. Use this session to discover that there can be many disruptions in finalizing donation gifts. There are certain expectations in the mind of the donor and in the mind of the institutional representative, sometimes they compete, or…

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Gift Agreement/Negotiation

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You have successfully reached a donor, however, the next step of finalizing the transaction is just as critical. Use this session to discover that there can be many disruptions in finalizing donation gifts. There are certain expectations in the mind of the donor and in the mind of the institutional representative, sometimes they compete, or they simply don't cohere. It is wise to learn and understand solicitation and gift agreements, and how to negotiate all the details in-between.

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Institutional Accountability

Learn why institutional accountability and stewardship is the most important key to the credibility of an institution. Of all the series topics discussed about fundraising sequence, beginning with prospect identification through engagement, the soft asks, solicitation, gift agreement, nothing is more important than stewardship. Access powerful tools to display proper stewardship to build a long-lasting…

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Institutional Accountability

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Learn why institutional accountability and stewardship is the most important key to the credibility of an institution.

Of all the series topics discussed about fundraising sequence, beginning with prospect identification through engagement, the soft asks, solicitation, gift agreement, nothing is more important than stewardship.

Access powerful tools to display proper stewardship to build a long-lasting reputation.

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Board Interactions

Having a strong board for accountability is a key component for success and strategic planning. Learn how to build a board, manage and delegate strengths, weaknesses, opportunities, and threats with a team of like-minded individuals. Through this training session, we unlock how to strategically choose your board members and lead them to share their expertise…

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Board Interactions

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Having a strong board for accountability is a key component for success and strategic planning. Learn how to build a board, manage and delegate strengths, weaknesses, opportunities, and threats with a team of like-minded individuals.

Through this training session, we unlock how to strategically choose your board members and lead them to share their expertise which will increase positive interactions.

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How to Build and Advancement

Learn the key components on how to build a better development and fundraising team, making sure you have the right people in the right places. We walk you through different stages to assign team members to approach the donor, providing a strategic way to guide the journey successfully.

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How to Build and Advancement

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Learn the key components on how to build a better development and fundraising team, making sure you have the right people in the right places. We walk you through different stages to assign team members to approach the donor, providing a strategic way to guide the journey successfully.

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How to Present an Ask

How do we present ourselves to our prospective sources of support? In such a crowded and competitive world, what is it that we can do to present ourselves to those who might support us to win their interest, their confidence, and ultimately, their support? Understanding how to present and ask is so critical to the…

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How to Present an Ask

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How do we present ourselves to our prospective sources of support? In such a crowded and competitive world, what is it that we can do to present ourselves to those who might support us to win their interest, their confidence, and ultimately, their support? Understanding how to present and ask is so critical to the reputation and survival of your cause. Invest your time in learning the fundamental basics through this session.

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Major Donors

This is a subject near and dear to everyone’s heart, something that all of us want, and yet exist in relatively small amounts. In the last few years, for all causes and purposes in the US, we saw about 1200 gifts of $1 million or more. Fifty or so of those were $50 million or…

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Major Donors

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This is a subject near and dear to everyone's heart, something that all of us want, and yet exist in relatively small amounts.

In the last few years, for all causes and purposes in the US, we saw about 1200 gifts of $1 million or more. Fifty or so of those were $50 million or more.

In this session, we provide the tools to reach your first $1,000,000 donation and explain major mistakes made through proven research and trends.

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Prospect Engagement

When we do confidential interviews with gift officers, we learn when we ask where are their greatest obstacles that the vast majority still say, “Getting the first appointment.” In subsequent training videos, we hope to drill down and share with you some very advanced and sophisticated strategies, but at the offset, it’s important that we…

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Prospect Engagement

About This Video

When we do confidential interviews with gift officers, we learn when we ask where are their greatest obstacles that the vast majority still say, "Getting the first appointment."

In subsequent training videos, we hope to drill down and share with you some very advanced and sophisticated strategies, but at the offset, it's important that we recognize the issues that most institutions and organizations are confronting.

The next obstacle that they identify is getting the second appointment.

Learn how to take a positive meeting and then turn it into a series of progressive interactions. Access this teaching session to learn the fundamentals to address specific situations and specific opportunities.

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