Master Class Includes

  • 1
    Welcome to the course!
    • Zoom Online Meeting Login + Instructions
  • 2
    Nov | Wealth Reports
    • What's in it for Prospect Research? A lot!
    • BONUS Keynote Recording! Global Trends With a Focus on U.S. and Canada
    • Global Trends Presentation Bibliography | 2018
  • 3
    Oct | Balancing Portfolios
    • It’s the prospect management buzzword – a “balanced” portfolio.
    • Moves Management Matrix
    • Balanced Portfolio Worksheet
  • 4
    Sep | Dueling Ratings
    • We have so many ratings!
    • Dueling Ratings | 9-minute video
    • BBQ: HELP! Gift Officers Are Questioning Our Capacity Ratings!
    • Degrees of Capacity Ratings
    • Three Keys to a Better Major Gift Ask
    • Moves Management Matrix
    • Dueling Ratings Worksheet
  • 5
    Aug | Making of a Major Gift
    • Everyone knows what a major gift is, right?
    • Defining Major Gift | 8-min video
    • Major Gift Worksheet