University of California, Davis

Major and Principal Gifts

Jason Wohlman

Instructor: Jason Wohlman

3,647 already enrolled

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Gain insight into a topic and learn the fundamentals.
4.6

(25 reviews)

Beginner level
No prior experience required
14 hours to complete
3 weeks at 4 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
4.6

(25 reviews)

Beginner level
No prior experience required
14 hours to complete
3 weeks at 4 hours a week
Flexible schedule
Learn at your own pace

Details to know

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Assessments

5 assignments

Taught in English

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This course is part of the Fundraising and Development Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 5 modules in this course

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.

What's included

8 videos1 reading1 assignment2 discussion prompts

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.

What's included

7 videos1 assignment1 peer review1 discussion prompt

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.

What's included

7 videos1 assignment1 peer review1 discussion prompt

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.

What's included

10 videos2 readings1 assignment1 peer review1 discussion prompt

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.

What's included

5 videos1 assignment1 peer review1 discussion prompt

Instructor

Instructor ratings
5.0 (5 ratings)
Jason Wohlman
University of California, Davis
1 Course3,647 learners

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4.6

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Reviewed on Jan 3, 2022

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