Major and Principal Gifts

University of California, Davis via Coursera

Go to Course: https://www.coursera.org/learn/major-principal-gifts

Introduction

# Course Review: Major and Principal Gifts on Coursera In today's dynamic landscape of fundraising and philanthropy, mastering the art of soliciting major and principal gifts is crucial for non-profit professionals and organizations aiming for substantial support. The course titled **Major and Principal Gifts** on Coursera offers a deep dive into the essential strategies and principles required to excel in this domain. ## Course Overview **Major and Principal Gifts** is designed for those who have completed introductory fundraising training but wish to further enhance their skill set in major gift development. This comprehensive course delves into key aspects of donor engagement, from prospect identification to crafting compelling proposals and securing long-term relationships. It focuses on equipping participants with practical tools and the conceptual framework necessary for effective fundraising practices. ### Course Syllabus Insights #### 1. **Introduction to Major and Principal Gifts** The first module serves as a foundational overview, introducing vital terminology and concepts relevant to major gifts. Participants will learn to navigate the landscape of major gifts, identifying the psychological elements that foster substantial giving. This segment empowers students to recognize potential major gift donors and effectively motivate them to contribute. #### 2. **The Major and Principal Gift Process** Entering the heart of gift development, this module focuses on prospect research. Understanding how to gauge a prospect's capacity for philanthropy is key, and participants will learn techniques for identifying suitable prospects. This critical analysis ensures that efforts are concentrated on individuals who have both the means and the inclination to give. #### 3. **Prospect Cultivation, Strategy Development, and Getting the First Appointment** Exploring the cultivation phase, this section emphasizes the important first steps in building relationships with potential donors. Students will learn the objectives of an initial meeting and how to engage donors by understanding and reflecting upon their interests. This relationship-building phase is vital for establishing a solid foundation for future interactions. #### 4. **Writing the Major Gifts Proposal, Solicitation, and Negotiation** Effective proposal writing is a cornerstone of successful gift solicitation. This module guides participants through the intricacies of creating persuasive proposals, structuring solicitations, and mastering negotiation techniques. Learners will get practical exercises in making ‘the ask,’ which is often the most nerve-wracking aspect of the fundraising process. #### 5. **Structuring, Documenting, and Executing a Major Gift Through Stewardship** Finally, the course culminates in discussing how to officially close a gift. This module covers the necessary steps to document the agreement and ensure compliance with organizational policies. Furthermore, it emphasizes the importance of stewardship strategies to maintain donor relationships and encourage future support. ## Overall Impression The **Major and Principal Gifts** course on Coursera is a well-structured learning experience that effectively combines theory with practical application. Each module builds upon the previous ones, allowing learners to develop a holistic understanding of the major and principal gifts landscape. What stands out is the course's focus on strategy and donor psychology, which equips participants with tools to not only solicit but also sustain meaningful donor relationships. The included actionable insights, along with real-world examples, ensure that learners can immediately apply what they have learned. ## Who Should Take This Course? This course is highly recommended for professionals in the non-profit sector, development officers, fundraising managers, and volunteers who wish to refine their skills in major gift fundraising. Whether you are looking to transition into a more focused role in philanthropy or enhance your existing capabilities, this course provides a valuable resource. ## Conclusion With its comprehensive curriculum and clear, actionable insights, the **Major and Principal Gifts** course on Coursera is an exceptional investment for anyone serious about advancing their career in fundraising. By the end of the course, participants can expect to emerge with not only theoretical knowledge but practical skills to effectively engage and inspire major gift donors, ultimately leading to greater support for their organizations. Don't miss the opportunity to elevate your fundraising efforts – enroll today!

Syllabus

Course Overview: An Introduction to Major and Principal Gifts

In this module, you will be able to recall terminology used related to acquiring and managing Major and Principal Gift donations. You will be able to use guides to help develop and manage a Major Gifts Program. You will be able to identify eight elements of belief and confidence that indicate the likelihood of substantial giving. You will be able to recognize a prospective major gift donor and be better able to motivate their giving.

The Major and Principal Gift Process

In this module, you will be able to recognize the purpose and goals of prospect research and identify elements of prospect research. You will be able to examine how to determine a prospect's capacity for philanthropy. You will be able to research and identify potential prospects for your organization.

Prospect Cultivation, Strategy Development and Getting the First Appointment

In this module, you will be able to start the cultivation process and open the door with a prospective donor. You will be able to identify the objectives of an initial visit. You will be able to reflect on the donor's interests and building donor involvement.

Writing the Major Gifts Proposal, Solicitation and Negotiation

In this module, you will be able to write an effective proposal for major or principal gift development. You will be able to consider the structure of a successful solicitation strategy and practice making ‘the ask.’ You will be able to use closing techniques and negotiate with your prospective donor.

Structuring, Documenting, and Executing a Major Gift Through Stewardship

In this module, you will be able to discuss what it means to close a gift so that it is official for your organization. You will be able to draft a gift agreement and ensure it complies with gift acceptance policies. You will be able to develop an appropriate stewardship strategy of your donor.