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Page 1: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed
Page 2: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

MAJOR GIFTS RAMP-UP MODEL

www.MajorGiftsRampUp.com

MAJOR GIFTS RAMP-UP CONFERENCE EVENTChallenging Everything You Believe About the Raising of Money

Page 3: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

Copyright (C) 1990-2016 National Development Institute, Inc MAJOR GIFTS RAMP-UP - Pg. 2 Unauthorized Reproduction is Prohibited

CAPACITY BUILDING AGENDA – DAY ONE 9:00am – 4:00pm (Registration Opens 8:30am)

Welcome to the National Development Institute

Conference Event Overview & Your NDI Faculty

• RE-IMAGINING PHILANTHROPY pg.7 There are no rules here! We’re trying to accomplish something

• PLANNING & THE MAJOR GIFTS RAMP-UP MODEL pg.9 Donors are more important than clients, causes or people

Networking Break

• BUILDING & THE MAJOR GIFTS RAMP-UP MODEL pg.19 Specialized tools you’ll need to serve your primary customer

• SOLICITING & THE MAJOR GIFTS RAMP-UP MODEL pg.23 How to properly invite donors to invest in capacity-building

Networking Lunch

• AUDIENCE Q&A FORUM Questions, Comments, Pushback

• BOARDS, BOARDS, BOARDS – NEW ROLES THAT WORK pg.28 There is one thing all boards have in common…they do not function.

• GREAT LEADERS AREN’T MANAGED BY COMMITTEE pg.29 Make your Executive Director the Board Chair (It’s OK…she already is!)

Networking Break

• MAJOR GIFTS RAMP-UP CLOUD Super Platform for Nonprofits who implement Major Gifts Ramp-Up

Adjourn Day One

Page 4: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

Copyright (C) 1990-2016 National Development Institute, Inc MAJOR GIFTS RAMP-UP - Pg. 3 Unauthorized Reproduction is Prohibited

CAPACITY BUILDING AGENDA – DAY TWO 9:00am – 4:00pm (Registration Opens 8:30am)

Welcome Back to Your Conference Event

• MAJOR GIFTS RAMP-UP MODEL - QUICK REVIEW pg.32 Everything you will need to reach your fundraising goal

• CASE, CASE, CASE...IT’S THE ONLY THING THAT MATTERS pg.33 Money chases after great dreams and sound plans

• INSTITUTIONAL CASE vs. PROJECT CASE pg.34 It’s less about who you are…it’s more about…what you’re going to do

Networking Break

• OVERHEAD, ALLOCATION & CASE FOR SUPPORT pg.39 Nonprofits don’t spend enough money on overhead

• THE REAL REASONS DONORS GIVE pg.41 Donor Motivation Matrix vs. Reasons Donors Give

Networking Lunch

• AUDIENCE Q&A FORUM Questions, Comments, Pushback

• THE THREE-PART ASK…RECEIVING THREE GIFTS AT ONCE pg.44 Annual Fund, One-Time Projects & Endowment

• THE THREE PART ASK…A ROLE PLAY Would you rather have someone tell you how…or show you how?

Final Break

• CALL TO ACTION You can do this…We can do this together

Conference Adjourns

Page 5: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

Copyright (C) 1990-2016 National Development Institute, Inc MAJOR GIFTS RAMP-UP - Pg. 4 Unauthorized Reproduction is Prohibited

We believe when donors, foundations and corporations invest in civil

society a child’s health, a student’s dream or a family’s future is made

secure. Since 1990, NDI, a 501(c)3 nonprofit corporation, has insured

donors and granting organizations safeguard their mission by building

capacity within the nonprofits they love and support. NDI serves

nonprofits committed to human welfare, education, health care, public

benefit, the arts, & environment.

National Development Institute is proud to be a:

Page 6: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

Copyright (C) 1990-2016 National Development Institute, Inc MAJOR GIFTS RAMP-UP - Pg. 5 Unauthorized Reproduction is Prohibited

CONTINUING EDUCATION UNITS (CEUs) NANOE CREDENTIALING

The National Association of Nonprofit Organizations & Executives (NANOE) has developed this form

as a way for you to quickly track (and keep in your files) a record of the continuing education sessions you

attended during this event. Simply check the boxes next to each sessions you attended and at the end of

the conference, add up the total number of hours. Keep this sheet and you will be ready to complete your

application form. All of the session slots listed are eligible for continuing education points on your CNE,

CDE and/or CNC application for initial certification and/or recertification.

Activity Organizer: National Development Institute Title of Activity: Major Gifts Ramp-Up Conference Names of Presenter(s): Various Dates and Location: ____________________________.

CEU Sessions

RE-IMAGINING PHILANTHROPY PLANNING & THE MAJOR GIFTS RAMP-UP MODEL BUILDING & THE MAJOR GIFTS RAMP-UP MODEL SOLICITING & THE MAJOR GIFTS RAMP-UP MODEL

BOARDS, BOARDS, BOARDS - NEW ROLES THAT WORK CASE, CASE, CASE, CASE, CASE, CASE OVERHEAD, ALLOCATION & CASE FOR SUPPORT THE REAL REASONS DONORS GIVE THE THREE PART ASK & ROLE PLAY

Total contact hours attended: ___________________ (8hrs Possible)

(number of contact hours = number of Education points)

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Copyright (C) 1990-2016 National Development Institute, Inc MAJOR GIFTS RAMP-UP - Pg. 6 Unauthorized Reproduction is Prohibited

NANOE members believe that “innovation never fears a challenge” and that the greatest

contribution nonprofit practitioners can make to charity is to become the creative, thinking

enterprise-leaders our sector so desperately needs.

NANOE is the only nationwide membership organization in the U.S. for Executives

seeking credentials in the art of nonprofit capacity-building. Practitioners who hold a

prestigious NANOE credential are “best practice” experts who grow charitable enterprise

and discover new ways to advance the common good.

NANOE ensures nonprofit CEOs build a team that takes them where they want to go.

SAVE-THE DATE – MARCH 7-8, 2017NATIONAL ASSOCATION OF NONPROFIT ORGANIZATIONS & EXECUTIVES

www.NANOE.org

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Page 8: MAJOR GIFTS RAMP-UP MODEL · donors and granting organizations safeguard their mission by building capacity within the nonprofits they love and support. NDI serves nonprofits committed

www.NonprofitConferences.org

3509 Connecticut Ave. NW #10004 Washington, D.C. 20008

(800) 257-6670 [email protected]