MG Plan – Next Steps Copy

Don’t Forget

Be sure to transfer any work you did in our Major Gifts spreadsheet tool into your organization’s CRM (if you have one). We don’t want you to lose any insight you may have gleaned in the workshop activity!

Schedule a Coaching Appointment

Reserve time to meet with your Area Director to discuss your Major Gifts Plan, or get additional coaching. 
We even suggest sending your Area Director a draft of your plan a head of the meeting so they can provide helpful feedback to help you put it into action.