Focused Major Gifts Coaching

This isn’t a workshop or webinar where you learn a fundraising technique and barely remember it a week later. Focused Major Gifts Coaching is a service where we work with fundraisers on a one-on-one basis to first create a fundraising plan that gets them laser focused on their priority prospects. Then we help the fundraiser implement the plan through bi-monthly sessions that dive into proven strategies to efficiently move prospects towards a major gift. Focused Major Gifts Coaching is a six month process with one hour coaching sessions that happen twice a month.

Get your fundraisers working efficiently, focusing on what matters and closing more major gifts. Learn more below.

Plan of Work

We first meet with the fundraiser to create a plan of work document that will prioritize their prospect pool based on gift timing and include the next step of engagement. This document will become their guide to keeping them focused on the gifts that have the best chance to close.

Strategy Sessions

With a fundraising plan in place, we will meet with the fundraiser twice a month to talk through the progress of the plan. During these sessions we will outline strategies to efficiently move top prospects towards a major gift. Techniques discussed include booking more visits, optimizing the ask and strategies that will close major gifts.


Once the major gifts to start rolling in, we help with plans for stewarding these gifts. We also create a Pathway to a Gift charts for you to distribute internally that will thank, educate and lead to more partners in your organization wanting to work with your fundraising team.