ORG617: Major Gifts and Planned Giving
Instructor & Contact Information
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In this course you will learn to develop and expand major gifts and planned giving programs in your organization. You will learn how to identify potential major donors and their characteristics. You will also learn how to organize a major donor database and how to build relationships with major donors. You will learn how to develop a strategy and tools to implement planned giving. The final project for this course will be to develop a major donor and planned giving plan for your organization.
Students need to identify a nonprofit organization to work with for this course that has capacity to develop major donor and planned giving programs.
Certified Fund Raising Executive (CFRE) Certification Credit
This course has been approved to count as 45 continuing education credits for Certified Fund Raising Executive (CFRE) Certification.
After completing this course, you will be able to:
- Describe how major donor and planned giving programs can be designed to be a ministry (or act of service) to donors.
- Develop your organization’s donor databases, prospect research and systems to support its major donor program.
- Write a plan to develop prospects and then prepare for and secure a first visit with a prospective major donor.
- Develop a plan for major donor solicitation and a model case for support statement to use with major donors.
- Create a plan for effective major donor follow-up both after the initial ask and continued cultivation after a gift, including strategies for thanking both in person and through letters/email.
- Design a plan to develop a planned giving program for your organization, including researching potential consultants to work with to develop your program.
- Develop a planned giving plan for your organization.
- Develop a comprehensive major donor and planned giving plan for your organization.
Degree Program Outcomes
Degree outcomes are the overall skills and knowledge we expect you will have after successfully completing a degree program at City Vision University. After completing the degree, you will be able to do the following in each of the listed domains:
- Bible & Theology. Use sound principles of Biblical interpretation and Christian theology to understand the structure, themes and content of the Bible and apply and communicate that well in local contexts.
- Applied Theology. Develop a theological vision that is a faithful restatement of the gospel with transformative power in a particular culture at a moment in history.
- Vocation. Create plans to achieve your own personal vocation and calling as well as bringing social change to the world in line with Christian values.
- Spiritual Formation for Healthy Leadership. Develop plans for inner character development and outer strategies needed for healthy leadership & organizations.
- Cross-Cultural Ministry. Develop strategy for effective cross-cultural management and ministry and apply that to your own organizational or ministry context.
- Organizational Skills. Demonstrate professional competencies in a specialty area appropriate for leadership roles in nonprofit organizations and ministries.
- Strategy. Integrate a wide range of organizational leadership skills into a strategic plan for developing an organization centered around a biblical philosophy of ministry for your context.
Students are required to purchase these texts before the first day of classes.
- Greenhoe, J. (2013). Opening the Door to Major Gifts: Mastering the Discovery Call (1st edition). CharityChannel Press. ISBN: 978-1-938077-10-4.
- Tumolo, J. (2019). Simplify: A Simple Approach to Building a Sustainable Planned Giving Program. SkillBites LLC. 978-1-942489-80-1.
Guidelines for Written Work
All written work must follow our Writing Format and Forum Requirements. You must read these to understand how to cite sources appropriately.
Critical Policies to Read for This Course
Note: These policies are critical for all students to read. In case of change, we have linked to the versions on our website to make sure you have the latest version.
This syllabus is subject to change without notice up until the first day of the semester. Last updated: March 1, 2023
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