Development Team Live and On Site Training

My most effective training is a full team training for your Development team from 3 staff to 200. The most commonly requested set are the following three live training's done together (see below). The total training with lunch is usually 4 hours in total with role plays and questions. Live training's are more effective than webinars, they also allow us to do important role plays, practice and to set up an effective Professional Learning Community (PLC).  Please let me know if you'd like to book a live training for your team. I can quote you rates depending on the size of your team.  

Cold Calling and Prospecting

What do you do when you have a great prospect that nobody knows? This happens all too often to development officers of all levels. For many staff who are growing a major gifts program this is often the majority of their portfolio of major gifts prospects.

This training will help you get focused, learn techniques, tips and methods to reach cold donors and get that first meeting. This training will also help you create a professional learning community so your entire field staff can benefit from each other’s success and experience.
 
If you want to reach new prospects, if you want to get to the prospects nobody else has been able to reach then this training is for you. 

This training is commonly attended by field fundraising staff of all levels, Executive Directors, Prospect Research and Management staff and volunteers.

First Appointment: The Art of the Qualification/Discovery Visit

The Qualification visit or “discovery visit” is the vital fork in the road for an individual’s relationship with your institution.  Yet, it’s rarely taught and often great prospects are mistakenly disqualified and individuals who aren’t prospects have a great deal of time and attention paid to them.  Only through doing the right prep, asking the right questions, learning to listen and choosing the right methods of qualification can you launch new valuable relationships for your institution.

We will work on using visual, verbal and facial clues to understand your prospect. We will develop a list of questions you can use to qualify our prospects. 

Small Event Prospecting

So many small events are wasted opportunities to energize new prospects with the mission of your institution/organization. This training will teach you to create small dinners that will directly help you prospect and fill your pipeline with major gifts prospects. 

Guided by your Prospect Research and Management staff these small events will help you to get your best prospects in the room, qualify those prospects and gather information on them. Through these dinners you will be able to qualify and start new relationships with dozens of people at a time. They are often very inexpensive to run and will help you raise more money in a tough economy. These dinner stand out in that the attendee’s are highly screened and invited in a way that fills the room with the best prospects available.

This training is great for all types of field fundraising staff, Prospect Research and Management staff and Event staff. It is also useful for Executive Directors who have to do fundraising but don’t have staff. 

Reviews 

"Thanks for your good spirit, sense of humor and excellent practical training, my team is now reaching major gifts prospects we had only dreamed of in the past!"

Kevin, Vice President of Development

"That was the best Development Training I have ever had! Solid and practical, I used it the next day"

Caroline, Director of Development

"Why isn't this type of training offered more often? Last June when we were asked to take this training I was skeptical. It has made a huge difference in how work individually and we help each other now! Thanks Armando"

Theresa, Senior Director, Major Gifts