TRAINING AND COACHING
FOR FUNDRAISING LEADERS
Every nonprofit relies on philanthropy and fundraising leadership to advance its mission and optimize impact. The most successful development programs rely on training and coaching to ensure they are led by skilled professionals and engage board members, key volunteers, as well as their organization’s leaders and program experts. Each stakeholder brings a unique set of skills, experience, and valuable perspective to the fundraising process.
Today, elevating those skills in fundraising through training and coaching and reinforcing the role of leadership in the fundraising process can mean the difference between a good organization and a great one. A deeper understanding of philanthropy and motivations for giving – along with sharpening the skills needed to identify, cultivate, and solicit donors – boosts fundraising results.
ElevateNP, Schultz & Williams’ Institute for Nonprofit Excellence, offers a comprehensive training and coaching program with a range of interactive on-site and virtual learning opportunities.
Coaching: Board/Staff Workshops
We design our ElevateNP fundraising leadership training and coaching, workshops and retreats to meet the specific needs of your development and senior staff, board members, and volunteer leaders through one of the four tracks of our Elements for Success.
Leadership
Programs are designed to provide board members, key volunteers, and senior staff with a deeper understanding of their role in fundraising leadership. Courses include The Role of the Board in a Campaign, Building a Culture of Philanthropy, Major Gift Solicitation, and Onboarding and Training Board Members.
Prospect Pool
Deepening fundraising knowledge – building competence and confidence – is one of our most important goals for staff, board members, and volunteers. We specialize in personalized sessions that will enhance your team’s actionable skills in Major Gifts, Mid-Level Giving, and Building the Prospect Pipeline.
Infrastructure
Increasing fundraising revenue is dependent upon your organization’s ability to identify new prospects from your current constituent base and manage the donor journey. Development and operations staff benefit from sessions in Data Optimization and Data Analysis and Management, helping to create more efficient and results-driven processes.
Case for Support
Fundraising begins with a simple question: Why should donors contribute to your mission? We’ve helped thousands of organizations tell their story more effectively through Creating a Compelling Case for Support and Strategic Planning for the Compelling Case so that each representative can present your organization’s opportunities for philanthropic investment, connected to your misson impact.
Workshop Examples
Because we adapt our ElevateNP fundraising leadership curriculum to our audience, both staff and volunteer leaders soliciting gifts will benefit: whether it is those with major gift experience, those who are new to the profession, board members engaged in fundraising, or development professionals who are looking to move to the next level.
Board and staff members can participate in a 2-hour training session(s) that will focus on strategies to engage major prospects/donors. Examples of potential training sessions include:
First Hide
Sessions will cover:
- The art and science of relationship building
- Development terminology
- Best practices in data management
- Development operations
- Team structure
Infrastructure
Establishing a Foundation for Development Success: Building Context & Setting Goals
Initial coaching sessions will focus on building context and establishing coaching goals.
Sessions will cover:
- The art and science of relationship building
- Development terminology
- Best practices in data management
- Development operations
- Team structure
Leadership
Relationship Building: Creating a Culture of Philanthropy and the Major Gifts Cycle
Fundraising success relies on building strong connections. Creating a culture of philanthropy ensures that everyone in the organization understands and embraces their role in fundraising. Engage in strategic conversations about major gift strategy and planning.
Prospect Pool
Preparation & Solicitation: Major Gifts Strategy, Cultivation & Stewardship
Focus on:
- Major gifts strategy
- Meeting structure and planning
- Moves management.
- Create an individual plan for each major donor/prospect
- How to handle objections.
- Role play on donor conversations.
Case for Support
Case for Support: Telling Your Story
This session will guide participants through the exercise of articulating the key elements of your case for support.
Participants will:
- Learn the basic principles of making an effective case for support.
- Work towards establishing a common understanding of your organization’s case for support.
- Develop their own personal toolkit of stories that convey the essential work and mission of your organization.
Renee Archawski
Senior Consultant
“We take a customized approach to training and coaching development professionals and volunteer leaders. We understand that every organization is unique and therefore, our training workshops and 1:1 coaching sessions are tailored to provide support at the right level.”
Link to Bio
Powering Missions That Matter, StaffSolutions, ElevateNP & ElevatePG are trademarks of Schultz & Williams.
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