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Course Catalog > Business & Leadership Certificates > FUNDRAISING MANAGEMENT CERTIFICATE > - Major and Planned Gifts in Fundraising

- Major and Planned Gifts in Fundraising  

Major and Planned Gifts

An overview of major and planned giving within a comprehensive fund development program.  Course includes: Theory and best practices, prospect identification and research, cultivation methods, solicitation techniques, closing strategies, the role of the Board, marketing, donor recognition and stewardship, and the role of major and planned giving in capital and endowment programs.  In this course you will learn how to:

  • Assess, plan and incorporate major and planned giving programs into an organization’s comprehensive fund development program.
  • Identify, research and cultivate major and planned gift donor prospects.
  • Secure appointments with major gifts prospects, identify donor conversational cues, ask for and close gifts.
  • Understand the role of the Board in implementing and sustaining major and planned giving programs.
  • Identify the concepts and major components of a capital and/or endowment campaign.
  • Understand basic and advanced planned giving concepts and strategies
  • Understand relationship-based, donor-centered fundraising and stewardship.


Major and Planned Gifts in Fundraising
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Course #: 20WTFR120A
Instructor: Laura Edman, Pamela Leazer Fee: $549.00
Contact Hours /CEU's   Day(s)
of Week:
  Dates: Times:
25 Hours / 2.5 CEU's   Tu   1/21/2020-3/24/2020 6:00 PM-8:30 PM

Winter 2020

Building/Room: UW Tacoma Garretson Woodruff & Pratt Bldg, GWP 101


Required text:

The Artful Journey: Cultivating and Soliciting the Major Gift, 2004 edition, William T. Sturtevant, Institutions Press, Chicago. Available in paperback online through the Institute for Charitable Giving (ICG) Fundraising Store at

Optional texts:

1) Asking: A 59-Minute Guide to Everything Board Members, Volunteers, and Staff Must Know to Secure the Gift, Jerold Panas, Institutions Press, Chicago.

2) Prospect Research: A Primer for Growing Nonprofits, Cecilia Hogan, Jones and Bartlett Publishers, 2007 edition.

3) Planned Giving Simplified: The Gift, the Giver and the Gift Planner (2nd edition), Robert F. Sharpe, Jr., AFP/Wiley Fund Development Series.


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