Description

Individual Fundraising – Planned Giving and Major Gifts: Unlocking and Understanding Major Gifts & Planned Giving

Securing major gifts and planned giving commitments requires a strategic approach and deep donor relationships. This session will guide you through the fundamentals of major gift fundraising, from prospect identification to cultivation and solicitation. We will also demystify planned giving, providing insights into how to introduce legacy giving opportunities and engage donors in meaningful, long-term support of your organization.

By the end of this session, participants will be able to:

• Identify and segment potential major gift and planned giving prospects.
• Understand the motivations and decision-making processes of major donors.
• Develop personalized cultivation and stewardship strategies to engage high-net-worth individuals.
• Articulate the benefits of planned giving options and incorporate them into donor conversations.
• Create a sustainable major gifts and planned giving pipeline to ensure long-term funding growth.

**This is part of a NEW series of trainings. Please sign up your organization for ALL FOUR SESSIONS to receive a certificate of recognition!**

Dates:

June 13 - Corporate Partnerships: Stronger Together – Building Impactful Corporate Partnerships

June 27 - Individual Fundraising – Planned Giving and Major Gifts: Unlocking and Understanding Major Gifts & Planned Giving

July 11 -  Grant Readiness and Writing Tips: Emphasis on Grant Opportunities – Strategies for Success

July 25 - Fundraisers and Friendraisers: Beyond the Gala – Creating Fundraising Events that Inspire & Engage

ABOUT THE PRESENTERS:

Sharon Kitroser - As Managing Partner of Team Kat & Mouse, Sharon Kitroser brings a rich background in communications, marketing, and nonprofit development to her role. With over two decades of experience, she has worked across diverse sectors, including healthcare, education, and social services, honing her skills in strategic storytelling, corporate fundraising, and building partnerships. Sharon’s dedication to training and mentoring her teams has resulted in significant success for those who have collaborated with her. Her expertise spans crafting compelling campaigns, fostering meaningful relationships, and guiding organizations to achieve their fundraising goals. With a collaborative approach and a passion for making a difference, Sharon is committed to delivering innovative support and training and  a real sense of partnership for clients of Team Kat & Mouse..

Amy Mauser - A founding partner of Team Kat & Mouse with nearly two decades of experience building and leading fundraising teams. She has worked with donors and organizations across the arts, healthcare, education, and community impact sectors. Her fundraising superpower is individual giving—helping donors envision their impact while guiding organizations to identify and engage those most likely to champion their mission. Amy has a keen eye for uncovering missed opportunities in spreadsheets and CRM data, and she can also help design a CRM structure that works for you.

Full participation in Summer Fundraising Series Session 2: Individual Fundraising-Planned Giving & Major Gifts is applicable for 2 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.