CPB - Major Giving Initiative - Leadership for Philanthropy - LFP - Use Proven Resources - Building Block Materials





	START WITH TUTORIALS DESIGN YOUR PROGRAM Overview The Major Gift Opportunity Research and Goal Setting Budget and Systems Create Your Case Leading Staff and Volunteer Efforts Guidelines for Ethical Fundraising Major Gift Strategy Integrated Development Plan Station Strategic Planning Restructuring CEO Responsibilities LAUNCH YOUR PROGRAM Overview Prospecting Marketing Cultivation Strategies Solicitation Techniques Solicitation Training EXPAND YOUR PROGRAM Overview Stewardship Renewal and Upgrading Project and Transformational Gifts Donor Identification Techniques Evaluation and Improvement USE PROVEN RESOURCES Overview Case Building Internal Strategies Ethical Fundraising Budgeting Board/Volunteer Prospecting Solicitation Planned Giving Resource Links Case Study Library Success Stories Building Block Materials LFP TOOLS & RESOURCES LFP News and Key Documents Self Assessment Tool Areas of Focus Participating Stations LFP Contacts

The MGI curriculum is presented in six distinct Building Blocks. All of the curriculum materials, including web lecture videos, PowerPoint presentations, worksheets and other curriculum materials are here. Additionally, you will find links to related content and toolkits.

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Building Block 1: Case Development and Articulation, Building an Integrated Development Plan

Building Block 2: Board/Volunteer Management

Building Block 3: Staffing Systems and Support

Building Block 4: Prospect Identification and Research/Tracking Management

Building Block 5: Cultivation, Solicitation and Stewardship

Building Block 6: Major Gift Planning, Planned Giving and Development Plan

Building Block 1: Case Development and Articulation, Building an Integrated Development Plan

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 1 Web Lecture Video (password is not needed) • Building Block 1 Presentation (MS PowerPoint file, 369KB) • Worksheet: Building Block 1 Checklist (MS Word file, 53KB) • Worksheet: Internal Case Materials (MS Word file, 43KB) • Facilitation of Case (MS Word file, 35KB) • Operational Plan Template (MS Word file, 62KB) • Operational Plan Action Steps Template (MS Word file, 54KB)	• The Major Giving Opportunity • Create Your Case • Integrated Development Plan	• Case Builder (PDF, 67KB) • Case Elements Checklist (PDF, 19KB) • Case Materials Checklist (PDF, 75KB) • Operational Plan Template (MS Word file, 62KB) • Operational Plan Action Steps Checklist (MS Word file, 54KB)

Building Block 2: Board/Volunteer Management

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 2 Web Lecture Video (password is not needed) • Building Block 2 Presentation (MS PowerPoint file, 127KB) • Worksheet: Building Block 2 Checklist (MS Word file, 48KB) • Board Member Information Form (MS Word file, 29KB)	• Staff and Volunteer Organization • Prospecting, Identifying External Prospects • Solicitation Techniques	• Model Job Description for Volunteer (PDF, 22KB) • Checklist for Board Orientation Materials (PDF, 67KB) • Self Assessment Checklist (PDF, 30KB) • Board Engagement Tips (PDF, 19KB) • Volunteer Leadership Strategies (PDF, 17KB) • Volunteer Organization Models (PDF, 19KB) • Strategy Sheet for Making the Ask (MS Word file, 47KB) • Gift Solicitation Techniques (PDF, 131KB) • Solicitation Training Presentation for Board Members or Volunteers (MS PowerPoint file, 640KB) • Solicitation Role Plays (MS Word file, 26KB)

Building Block 3: Staffing Systems and Support

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 3 Web Lecture Video (password is not needed) • Building Block 3 Presentation (MS PowerPoint file, 260KB) • Worksheet: Mid-Point Evaluation (MS Word file, 259KB) • Case Study: The Public Television General Manager of the Future: Skills and Qualifications by Bornstein & Associates, February 2001 (PDF, 338KB)	• Research and Goal Setting • Budget and Systems • Staff and Volunteer Organization • Strategy • Prospecting • Evaluation and Improvement	• Major Giving Program Budget Checklist (MS Excel file, 20KB) • Major Giving Program Budget Projection Tool (MS Excel file, 70KB) • Major Giving Program Cost of Funds (PDF, 16KB) • Software Functionality Checklist (PDF, 97KB) • Opportunity Checklist (coordination with the rest of the development department) (PDF, 51KB) • Activity Calendar Template (MS Excel file, 31KB) • Project Tracking Sheet (MS Excel file, 28KB) Adapted from KAET • Model Job Description for Major Giving Officer (PDF, 20KB) • Major Giving Officer Performance Evaluation Toolkit (Zip file, 73KB) • MGI Self Assessment (MS Word file, 41KB)

Building Block 4: Prospect Identification and Research/Tracking Management

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 4 Web Lecture Video (password is not needed) • Building Block 4 Presentation (PDF file, 3.2 MB) • Building Block 4 Presentation (MS PowerPoint file, 5.1 MB) • Worksheet: Building Block 4 Checklist (MS Word file, 47KB) • Worksheet: Prospect Development Plan (MS Word file, 28KB) • Fundamentals of Prospect Research (PDF, 602KB)	• Prospecting • Donor Identification Techniques Beyond the annual program: conducting formal prospect research	• Donor Cultivation System (Zip file, 75KB) • Prospect Profile Form (PDF, 22KB) • Fundamentals of Prospect Research (PDF, 602KB)

Building Block 5: Cultivation, Solicitation and Stewardship

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 5 Web Lecture Video (password is not needed) • Building Block 5 Presentation (MS PowerPoint file, 467KB) • Worksheet: Building Block 5 Checklist (MS Word file, 58KB)	• Cultivation Strategies • Solicitation Techniques • Renewal and Upgrading • Project and Transformational Gifts • Stewardship	• Solicitation and Stewardship Letter Templates (MS Word file, 126KB) • Strategy Sheet for Making the Ask (MS Word file, 47KB) • Gift Solicitation Techniques (PDF, 131KB) • Solicitation Training Presentation for Board Members or Volunteers (MS PowerPoint file, 640KB) • Solicitation Role Plays (MS Word file, 26KB) • Sample On-Air Copy (PDF, 24KB) • Giving Club Benefits Checklist (MS Excel file, 33KB) • Donor Cultivation System (Zip file, 75KB)

Building Block 6: Major Gift Planning, Planned Giving and Development Plan

Curriculum Materials	Related Content	Related Toolkits
• View Building Block 6 Web Lecture Video (password is not needed) • Building Block 6 Presentation (MS PowerPoint file, 2.3MB) • Worksheet: Building Block 6 Checklist (MS Word file, 51KB) • Planned Giving Now for Public Broadcasters (Website) • OPB Campaign for the Future 1 (QuickTime Movie, 2.2MB) • OPB Campaign for the Future 2 (QuickTime Movie, 2.1MB) • OPB Donor Testimonial 1 (QuickTime Movie, 2.1MB) • OPB Donor Testimonial 2 (QuickTime Movie, 2.1MB) • Planned Giving Spot: Jack Eardley (QuickTime Movie, 2.6MB) • Planned Giving Spot: Martha Jane Friedrich (QuickTime Movie, 2.6MB) • Planned Giving Spot: Ed Mapp (QuickTime Movie, 2.5MB) • Planned Giving Spot: Jacque LaVista (QuickTime Movie, 2.6MB) • Planned Giving Spot: Jim Stavrakakis (QuickTime Movie, 2.6MB) • Planned Giving Spot: Mark Welter (QuickTime Movie, 2.6MB) • Planned Giving Spot Ads: Guidelines and Samples (PDF, 2.1MB) • Planned Giving Spot Ads: Production Quality Images (LARGE file) (Zip file, 24.5MB)	• The Major Gift Opportunity • Research and Goal Setting • Budget and Systems • Evaluation and Improvement	• Major Giving Program Budget Checklist (MS Excel file, 20KB) • Major Giving Program Budget Projection Tool (MS Excel file, 70KB) • Major Giving Program Cost of Funds (PDF, 16KB) • Endowment Campaign Budget (PDF, 50KB) • Fixing Your Program (PDF, 19KB) • Opportunity Checklist (coordination with the rest of the development department) (PDF, 51KB) • Activity Calendar Template (MS Excel file, 31KB) • Project Tracking Sheet (MS Excel file, 28KB) Adapted from KAET

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