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The powerful step-by-step system you need to raise more 5 and 6-figure donations

Major Gift Master Plan is the only program of its kind that:

  • Combines high-level strategy and practical tactics into a powerful step-by-step system that can be implemented in small, mid-sized and large shops. 

 

  • Helps you understand the psychology of major gift fundraising, so you can confidently take immediate action on growing your major gifts - even if you feel like conditions are less than perfect.

Step-by-step System

Combines high-level strategy and practical tactics into a powerful step-by-step system 

Taught LIVE every week

So we can tackle all your burning questions, address your specific challenges, and celebrate your successes in real-time

Gives you LIFETIME access

You’ll continue to stay connected with your fundraising peers in the program and get ongoing upgrades 

So, if you’re ready to raise more 5 and 6-figure donations without feeling intimidated, overwhelmed or stretched too thin, here’s how we’ll get you there.

Module 1

Mastering Major Gift Psychology 

 

Implementing the effective strategies, techniques and tactics you’ll learn in this program is so important - but your mindset is the one thing that can make or break your fundraising success. 

 

That’s why we’re starting with a clear framework to recognize the difference between tackling an external challenge to your major gift success - and when you need to overcome the internal barriers that are holding you or your organization back from taking action.  

 

Highlights: 

  • Identify the three types of limiting beliefs, and where they come from  

  • Learn about the two mindsets that impact our fundraising results - and the daily behaviours you need to cultivate for sustained success

  • Recognize and address the most common fears that stop most fundraisers from moving forward on their major gifts

 

Includes:

A simple but powerful exercise to shift your beliefs or challenge your organization to push ahead, so you can pursue major gifts with confidence every week

 

Module 2

Building Your Powerful Pipeline

 

Where do you start looking for more major gifts for your cause? This is the one area where so many fundraisers get stuck when they are building their major gift program. 

 

In this module, you’ll learn about the big mistake many charities are making when it comes to building their pipeline - and I’ll break down exactly how to create a powerful pipeline so you are ready to take action with your prospects in Module 3.  

 

Highlights:

  • Clearly define what qualifies as major giving for your organization (many organizations are leaving money on the table because they don’t have this right!)

  • Identify exactly where to find your hottest prospects by clearly mapping out your Circle of Community

  • Create and prioritize your list of top donors and prospects using the 3 C Process. (Connection, Capacity and Conviction)

 

Includes:

The major donor rating template I use to help clients master 5, 6 and even 7-figure major gifts

 

Module 3

Connecting and Cultivating

 

Now that you’ve identified and prioritized your top prospects, you’re ready for my favourite part of the program - taking action to create a powerful connection directly with your next big donor!  

 

With Major Gift Master Plan, there’s no need to reinvent the wheel - you can start implementing a proven approach to building relationships with your major gift prospects using the templates, speaking points and tried-and-tested tips included in Module 3.   

 

Highlights:

  • Understand the key channels for connection and take stock of your potential engagement opportunities, so you never run out of ways to meaningfully reach out to your donors and prospects

  • Create an action plan template so you know exactly what you need to do and when to move a prospect towards a greater investment in your mission and vision.  

  • Set up an effective and repeatable process to contact and qualify donors for your major gift program 

 

Includes:

My ready-to-roll Qualification Kit,  including samples, scripts and fill in the blank templates to identify top opportunities

 

Module 4

Inspiring Investment

 

If you want to begin securing more 5, 6 or even 7-figure gifts, individual donors need to

be presented with aspirational giving opportunities that inspire a bigger investment.

 

Starting to develop a compelling case for support that outlines aspirational opportunities for

giving is one of the most important steps you will take to support your fundraising

growth. Ultimately, if you want a $1M individual major gift, you need to be presenting donors

with a million-dollar vision! 

 

Highlights: 

  • Avoid the big mistakes most organizations make when building their case 

  • Get a step-by-step process for creating an irresistible case for giving

  • Learn key strategies for raising more unrestricted gifts

 

Includes:

The Compelling Case Framework to quickly create cases for aspirational giving opportunities, based on the donor

 

Module 5 

Making Meetings Magic

Have you ever left a donor meeting thinking, “what just happened?” You had a nice chat, gave an update on your programs… but you didn’t move the needle any closer to a major gift.

 

Or, maybe you put off the meeting altogether because you didn’t feel confident steering the conversation.

 

(And let’s face it. That meeting uncertainty is only heightened now, with no option but to build relationships remotely.)

 

Getting more strategic about how you use your time in donor meetings can help take your relationships to the next level.

 

Time with your donors is far too precious to waste - in this module, I’ll show you how to make the most out of every minute of your hard-won meeting with your next big donor… even if it’s over a Zoom call.

 

Highlights: 

  • Learn the behind-the-scenes secrets for having the most successful meetings with donors - as well as the common pitfalls to avoid

  • How to make the most strategic use of your time with a potential major donor 

  • Understand when, where and how to “make the ask” - and how to figure out when the donor is ready to make and waiting to make a commitment to your cause

 

Includes:

The Major Gifts Donor Meeting Plan template I use to move every donor conversation towards a goal

Module 6

Systems to Sustain Success 

 

Last (but definitely not least!) I’ll be showing you how to maintain and effectively implement all the strategies and tactics you’ve acquired after officially graduating from Major Gift Master Plan. 

 

With the right systems to sustain your success, taking daily action to grow your major gifts will become second nature - and if you remain consistent and persistent, you’ll see how more 5 and 6-figure gifts will follow!

 

Highlights: 

  • Learn a simple Moves Management framework you can implement to ensure you keep working on strategically building your donor relationships, one day at a time - and nothing important falls through the cracks

  • Understand the basic segmentation strategies you need for your data, so you can ensure you are continuing to build your powerful pipeline and spot any hidden gems in your donor base

  • Measure what matters so you can monitor your progress to major gift goals — and avoid overlooking important opportunities 

 

Includes:

The Key Performance Indicator (KPI) system I use at every stage of moves management, from identifying to stewarding donors 

“Emma’s teaching style is open and approachable - she created a community for us so I felt like I was learning with a team of people, and not stuck in just another webinar. I left with a better understanding of major gift fundraising, the foundation of skills to succeed at it, and the confidence to start developing a Major Gift program at my organization now.”

Candice McCavitt, Manager of Development

"Before joining Major Gift Master Plan I was struggling with donor calls during Covid-19. Thanks to the program I gained useful tips and confidence, and I have a bigger tool kit and better understanding of moves management. Emma you are awesome!"

Nancy Reyes, Manager, Development

Get instant access to all of this — and more — when Major Gift Master Plan opens again on February ___

If you’re ready to join me and a small group of your fundraising peers, sign-up by______

Here’s what it looks inside:

  • Core content will be delivered over the course of eight weeks in six live sessions 

  • We’ll meet weekly on Wednesdays for a one-hour live training, followed by a weekly live Q and A session in our private Facebook group (after enrollment closes, I’ll survey the group to see what times work best with your schedules)

  • You’ll get two implementation weeks in the program to give you extra time and support to complete your work, and take practical action on your major gifts (weeks of October 28th and November 18th)

  • You’ll get access to all lesson video recordings in case you miss a live session (and you can review the teaching as many times as you like) 

  • Every resource I share is inside your student portal — with forever access, including free access to new templates, tools and modules I add in months and years to come

 

Now, it’s easier to get approval for this game-changing professional development 

 

You’re already busy — and pitching your organization on the case for investment is just one more to-do. That’s why we’ve done the work for you. Just click the button below to instantly download a business case and template email you can use to request approval.

Download the Approval Templates Now

You’ll get instant access to a PDF “Case for Investing in Your Major Gifts Master Plan” 

 

Major Gift Master Plan is approved for CFRE continuing education credits

That means full participation in Major Gift Master Plan is applicable for 8 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.*

Major Gift Master Plan 

The powerful step-by-step system you need to raise more 5 and 6-figure donations

Enroll now - $997
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