Taking Donors Seriously®
Fundraising Training
Taking Donors Seriously® is about principles that have stood the test of time - it's not about tactics or what's hot today. We'll help you get organized, develop a plan, and then spend the majority of your fundraising time and effort on the things that get you the best results. Then you can get all the funding you need to maximize your impact, and do it in a sustainable way.
Imagine being able to:
Topics Covered
Key Outcomes
Faculty Introduction and Course Overview: Dr. Hector Cruz
Introduction to TDSO
People are the Biggest Givers
Finding New Donors
The Six Key Principles of TDS
The Taking Donors Seriously Framework
Quiz 1: Video Takeaways
Discussion Forum 1: Your Current Thoughts on Fundraising
Special Assignment: Apply Your Learning
Special Assignment: Prepare a Giving Report
Special Assignment: Your Current Case Document
Module 2 Intro and Overview
The Case for Support
The Case: Theme and Need
The Case: Mission and Lifetime Value
The Case: Programs and Accomplishments
The Case: Vision and Financial Need
The Case: Gift Plan and Profile of Leadership
How to Use the Case for Support
Quiz 2: Video Takeaways
Discussion Forum 2: Your Case Experience
Special Assignment: Theme and Need
Special Assignment: Mission, Lifetime Value, Program and Accomplishments
Special Assignment: Vision, Budget, Gift Plan and Profile of Leadership
Special Assignment: Presenting the Case for Support
Ten Elements of a Case for Support
Gift Plan Calculator/Template
Sample Case Statements
Module 3 Intro and Overview
Defining Leadership
Forming Your TDS Team
Recruiting People for your TDS Team
Quiz 3: Video Takeaways
Discussion Forum 3: Your Leadership Context
Special Assignment: Building Your Team
Special Assignment: Starting Your Team
Sample TDS Team Job Description
Mid Course Survey (We need your feedback!)
Module 4 Intro and Overview
Identifying Prospects
Windshield2020 - Part 1
Windshield2020 - Part 2
Windshield2020 - Part 3
Prioritizing Prospects
Managing Prospects
Quiz 4: Video Takeaways
Discussion Forum: Managing Prospects
Special Assignment: Identifying Your Prospects
Special Assignment: Prospecting in Windshield2020
Module 5 Intro and Overview
A Few Do a Lot...
Donor Strategies
The Plan
Creating your Plan
Developing your Core Strategy
Quiz 5: Video Takeaways
Discussion Forum: Strategy and Plan
Annual Plan Template
Special Assignment: Your Personal Fundraising Plan