Major Donor Fundraising: Planning & Strategy (Management Level)
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30 March 2026 10:00am to 31 March 2026 4:30pm
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Online
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Training Courses
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- Major Donors
- Strategy
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SC0962
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Current
This is a course designed specifically for professional charity fundraisers who are responsible for creating a strategy and plan in major gift fundraising or who wants to prepare for a role where this will be part of the job. Growing major gift fundraising success is as much about individual relationships as it is watching the indicators of success in your organisation and making great decisions about where to invest your resources. If you want to understand what a healthy planning process looks like and what insight you need to gather to make great strategic decisions in your organisation then this is the course for you. Your trainer will take you through how to map where you are starting from and how to position where you want to be. You will be introduced to tried and tested concepts and cutting edge ideas that successful teams are currently using to measure the quality of their relationships. Importantly, this will also help you to assess how ready your organisation is to respond to your current and prospective supporters’ needs. You will also explore all of the options you have ahead of you, get tools to help you decide where to allocate your resources and how to make decisions that are right for you and your organisation. By the end of this two day course you will leave inspired and with a clear roadmap for how to create your strategy and plan in major gift fundraising.
Course Fees
Key Information
- Planning process
- Gathering Major Donor Insight - internal and external factors
- Engagement options for major donors
- Strategic decision making
- Designing Major Donor Fundraising for the organisation you are in
- Strategic direction
- Preparing a plan
- Timescales
- Gift tables
- KPIs
- Monitoring and evaluating
- Tips to maximise your success
- Personal roadmap for your strategy and plan
* Please note that this course adopts a ‘just in time teaching’ approach. This means that whilst there is core content, specific content will be chosen based on the delegates that attend on the day and some items may be replaced with more appropriate content for people’s backgrounds and interests on agreement with the delegates.
- Describe the components of a good planning process and see where to make adjustments to your current process
- Identify all the important insights necessary to build a picture of where you are starting from in your fundraising
- Establish what your fundraising options are for the years ahead
- Identify what your priority areas for investment are
- Make strategic decisions on what your major gift fundraising should entail
- Create a clear and straightforward plan for major gift fundraising
- Describe which metrics you want to use to monitor your major gift fundraising plan
- Build a gift table to reflect the work ahead that will need to be resourced
- Design KPIs that drive great fundraising results
About your trainer
The live virtual training experience
The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:
- Zoom platform learning environment
- Interactive engagement with the trainer and peers
- Group discussions and exercises
- Real-life case studies and examples
- Ample Q&A opportunities throughout the sessions
Technology requirements
The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link.