Inviting a champion to give financially requires a spiritual partnership and strategic approach that keeps your champion development plan in the forefront. This workshop equips nonprofit leaders with a framework to formulate and communicate financial invitations with confidence and conviction.
Using the context of Major Gifts, leaders will learn the components of financial invitations and ways of adapting them into various development contexts. Through hands-on work and interactive exercises, leaders will increase skills and gain inspiration for developing trust and deepening engagement with givers.
Together we
Major Gift Conversations are:
- Strategic in nature – You will not give the same giving invitation to major giver. Strategically personalize each invitation based the individual champion.
- Rooted in relationship – Knowing your champions and their connection to the cause is vital in developing an appropriate financial invitation.
- Focused on mission, vision and impact – Financial invitations must be grounded in the mission of the organization, empowered by the vision, and backed up by the impact evidenced when champions take action.
Use the tools and resources in this hub to revisit what you learned, and to guide conversations with your board about how they can grow as Champions for your mission.
Use the tools and resources in this hub to revisit what you learned and to guide conversations with champions about their next steps into deeper involvement in giving.
Workshop Resources
Strategic Priorities
Communicate your strategic priorities and a variety of ways your major givers can participate.
Examine Our Thoughts About Wealth
Reflect on a collection of questions derived from Henri Noewen’s A Spiritually of Fundraising.
One-Sheet Proposal Template
Design a customized invitation for a major giver.
Getting the Meeting
A guideline to help you practice asking a giver to meet.
Anatomy of a Financial Invitation
Customize an ask that fits your own nonprofit and style.
Discovery Questions
Discover a champion’s connection to the cause to make more customizednext step invitations.
Case for Support
A step-by-step tool to help you describe your organization in a way that is compelling and concise.
Major Gifts Tracking Spreadsheet
A template to help you plan and track major gift relationships.
