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Discipline of Frontline Fundraising

Our signature program enables frontline fundraisers to more efficiently and effectively raise major, principal and planned gifts.

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.  Customized learning modules can also be added to the program.

Benefits

  • A Fundraising Culture. Development organizations adopt a set of mutually reinforcing values, communication practices, processes and assumptions that contribute to efficiently and effectively raising more money faster.
  • Empowerment. With raised awareness about donor insights and philanthropic process, skills and tools frontline staff employ include:
    • A repeatable fundraising process
    • Powerful language and communication tools
    • Facilitation skills  
    • Effective collaboration – both internally and with donors
  • Accountability that motivates measurable and sustainable results

 Results

  • Increased number of gifts at higher average gift amounts
  • A balanced – strategic and interpersonal – approach to fundraising
  • A more cohesive, confident and effective team
  • More satisfied donors

Typical Workshop Sequence

  • The Donor Engagement Process
  • Qualifying and Trust Building
  • Shortening Solicitation Cycles
  • The Giving Formula
  • Fundraising Priority Impact Statements
  • Opening and Closing the Gift
  • Role Play
  • Portfolio Management