TEACHING & COACHING
Our programs are built on a core understanding of how high net worth individuals think about philanthropy. We don't believe in a "training" approach since the process of raising major gifts is not linear, and no one can be trained to simply follow a sequence of steps to "making the ask." We utilize extensive academic research findings on motives for giving and apply this knowledge to case studies of real gifts our partners have personally cultivated, solicited and closed. These include naming gifts for schools and colleges, gifts to fund the construction or renovation of buildings, and visionary gifts to establish new academic research centers or cross-disciplinary initiatives.
Click on the titles for a complete description of each course.
You may also select from these courses to design a specialized program to best meet your needs for any group or audience. These can be delivered separately, or added on to any of the structured programs above.
For advancement teams, we offer a signature four-course program that can be delivered in two different formats. Designed for major gift fundraisers, this program can also benefit annual giving, communications, donor relations, prospect research and alumni relations staff.
Full participation in this program is applicable for 12 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.
Our program for academic leaders is designed for deans and department chairs, provosts and presidents, and other academicians involved in fundraising.