Our signature program equips frontline gift officers, from different organizations, with advanced development skills and competencies in the following core areas:  

• Disciplined Fundraising Process
• Enhanced Qualification and Donor Engagement
• Assessment of Donor Impact & Appropriate Ask Amounts
• Disciplined Timing of Asks

Curriculum

Over a 10-month cycle, a cohort of frontline fundraisers engages in a combination of small-group workshops, individual coaching sessions, in-portfolio assignments and role plays. All activities are designed and conducted to allow new material to build upon previous sessions.

Best For

• Organizations who have fewer than 4 frontline fundraisers and managers
• New, high-potential staff members who have not been through a Plus Delta program
• High performing gift officers’ organizations want to retain and optimize
• Managers and leaders who can share their learnings within the organization and drive results across portfolios

Outcomes

Tools and skills gained:

• Ability to reframe the Donor / Gift Officer interaction
• Defined, customized and repeatable fundraising process
• More compelling and effective donor interactions and communications
• Opportunity for frontline fundraisers from different organizations to learn from each other
• Broader exposure to best practices, donor case studies and external feedback
• Documented outputs: Client-specific Donor Engagement Process^TM and personalized Portfolio Management Tools

Scope & Approach

• Nine (9) 3-hour monthly workshops
• Ten (10) individual coaching/strategy calls
• DiSC personality profiles for each participant
• Management Review Meetings at three milestones during engagement

For more information, please contact us at 760.496.9205 or [email protected].

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