Regular small donations can minimally sustain an organization for a while, but frequently development professionals must develop a plan to meet annual budget or capital needs for future growth. In this course students will learn to identify, cultivate, engage, solicit and steward major donors. Additionally, students will learn the basic planned giving concepts and how to discuss different gift vehicles with donors, whether to share with a donor how to leverage an asset to maximize their giving or to overcome objections. Students will learn how to create a major gift plan that will incorporate all elements of major and planned giving that will be useful for an organization at any stage and any size.
Learning Outcomes
By the end of the course, students will:
- Define and develop successful strategies to secure major gifts
- Research and identify potential donors
- Practice, conduct, and document interactions with prospects
- Identify conversation cues when speaking with donors and share the basics of planned giving
- Understand the basic concepts of planned giving
- Market planned gifts and Incorporate a planned giving program into their organization
Full participation in Major Gifts and Planned Giving is applicable for 20 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
Note: Although you can take any course in any order we recommend you start from the required course Introduction to Fundraising and Development. If you are not interested in pursuing the Professional Certificate in Fundraising and Development you can enroll in any single class.
Enroll in our free online Fundraising and Development Information Session HERE to learn how our fully online Fundraising and Development Certificate and career services can help you shape your career plans.
For questions, please contact the Program Manager at FRDevProgram@ucsd.edu.
Course Number: BUSA-41024
Credit: 2.00 unit(s)
Related Certificate Programs: Fundraising and Development
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4/15/2024 - 5/24/2024
$425
Online
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CLASS TYPE:
Online Asynchronous.
This course is entirely web-based and to be completed asynchronously between the published course start and end dates. Synchronous attendance is NOT required.
You will have access to your online course on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
Dawson, Danielle, Vice President, JD, MBA
Currently the Chief Development Officer at Curebound, Dani is a visionary leader dedicated to fostering a culture of philanthropy. Most recently, as the Vice President of Institutional Advancement at California Western School of Law, Dani undertook a multifaceted approach to fundraising that yielded remarkable results. In her first six months as the VPIA, Dani's impact was immediately evident as she more than doubled the amount of philanthropic gifts raised for the law school. Her relentless dedication and strategic acumen have been instrumental in propelling the institution’s philanthropic efforts to new heights. Within her first 18 months in this pivotal role, Dani achieved a groundbreaking milestone by securing a remarkable $3,000,000 gift. This landmark donation sta...Read More
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TEXTBOOKS:
REQUIREDThe Ask: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Ventur 2nd
by Laura Fredricks
ISBN / ASIN: 9780470480946
You may purchase textbooks via the UC San Diego Bookstore.
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POLICIES:
No refunds after: 4/23/2024.
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NOTE:
Don't forget to enter early50sp at checkout for a $50 off
4/15/2024 - 5/24/2024
extensioncanvas.ucsd.edu
You will have access to your course materials on the published start date OR 1 business day after your enrollment is confirmed if you enroll on or after the published start date.
There are no sections of this course currently scheduled. Please contact the Business, Professional & Legal Programs department at 858-534-8131 or unexbusa@ucsd.edu for information about when this course will be offered again.