Understanding Major Gift Fundraising for Leaders

Forum for the Future hadn’t undertaken major donor fundraising for a substantial period of time; there was little experience of this type of fundraising within the senior team and trustees and there was a lot of nervousness about asking personal connections for money.

Money Tree Fundraising adapted its Understanding Major Donor Fundraising for Leaders workshop to suit Forum’s particular circumstances and delivered this to a number of SMT and trustees over a two-hour session which included a clear explanation of the purpose and value of relationship building as a core step prior to asking, as well as a variety of facts, checklists etc. to offer structure and comfort to those who would be undertaking the cultivation.

The workshop was adapted in light of their forthcoming cultivation event and there was plenty of time to overlay the theory into the practicalities of each person’s role on the night.

The team had limited experience of major donor fundraising. They needed the support and expertise of Money Tree Fundraising to deliver a workshop with the gravitas required for senior leaders and trustees to trust in and learn from. Further, they found it useful to have an expert external perspective to review their plans.

Their event was a real success! Following the advice they’d been given during the workshop they did not make a financial ask to the whole room but instead sought follow up one-to-one meetings with the key attendees. To-date they’ve met or secured meetings with 90% of those who attended and are well on their way to building strong relationships, they have even had some pledged donations!

 

Using Money Tree Fundraising to work with our Senior Management and Trustees really engaged them in our major donor programme, which is accelerating quicker than it would have without their buy-in”

The Money Tree Fundraising workshop was enlightening and useful, particularly in that it gave the senior team at Forum for the Future the chance to question each step and really understand the value of the process. Beth gave us plenty of practical takeaways so that we are able to manage the programme’s development well.

Deborah Ball

Fundraising Manager

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