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Coaching Support

Connecting Resources with Skill Development

Making Major Gift invitations require many skills.
The following (non-exhaustive) list offers examples of skills leaders may need coaching in related to making invitations, and offers a large variety of resource you may choose to use to help direct, guide, encourage or equip leaders. Click on each resource to learn more about hwat it can help leaders do , when deciding which resources to use.

Remain Rooted in Relationships

This often includes the skills of:

  • inviting non-giving growth opportunities
  • listening well
  • asking good questions
  • keeping good records

Looking for a resource you don’t see here – visit the resource library.

Stay Focused on Mission

This often includes the skills of:

  • knowing your biblical connection to the cause
  • developing a theology of the cause
  • communicating Case for Support
  • anchoring invitations in strategic priorities

Looking for a resource you don’t see here – visit the resource library.

Stay Focused on Mission

This often includes the skills of:

  • scheduling meetings
  • preparing for meetings
  • being relational during a meeting where they will invite a financial gift
  • transitioning to the invitation
  • offering a strong invitation
  • receiving the response
  • knowing how to steward the gifts and relationship

Looking for a resource you don’t see here – visit the resource library.

The Coaching Grid

Based on the identified skill(s) that need attention, area directors can use the coaching grid to help them know how best to support the leader.

For more on the coaching grid, watch this explainer video.

The Coaching Grid

A Spirituality of Fundraising Book Study

It’s paramount for ministry leaders to experience a paradigm shift in how they view fundraising. We aren’t aiming for transactions, but transformation in the lives of the leader and their champions. If a Ministry Leader is struggling to view fundraising as ministry, this could be a great coaching opportunity to prepare their hearts and minds before adding in additional principles and skills.

You may consider doing a book study on A Spirituality of Fundraising, and incorporate this workbook.
Beth Bennett, Area Director in Atlanta used this resource recently to host a study.

The Format:

  • Leaders read one chapter and associated workbook lesson each week.
  • The came together in a small group format to discuss their takeaways and what God was showing them.