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Strategy Planning Toolkit Preparation Guide and Template

Use this guide and template to empower MGOs to focus more time on tailoring their strategy rather than re-building the basic components of a donor journey.

Use this guide and template to empower MGOs to focus more time on tailoring their strategy rather than re-building the basic components of a donor journey.

Advancement leaders are expanding their major gift teams more than ever. Over the last two years, job openings for major gift officers (MGOs) increased by more than 42% across North America. To ensure leaders maximize the benefits of their growing teams, they need to increase focus on MGO efficiency.

An acute need to increase productivity

Cultivation often starts with a promising launch. MGOs have a concrete plan in place, with one or two introductory visits, interesting talking points, and clear next steps. However, progress stalls when strategies lack detail past the preliminary visits.

During the Advancement Forum’s research on fundraiser efficiency, one of the biggest pain points expressed by chief advancement officers was that MGOs are spending too much time reinventing their cultivation strategy for each donor.  

MGOs struggle to identify clear reasons to meet, ways to move the conversation forward, and tangible next steps. When MGOs re-create the strategy for every prospect, it often requires customized one-time-use collateral at each point in the process.

Create your own prospect strategy journey

Fundraising managers can use the Strategy Planning Toolkit Preparation Guide and Template to create a plug-and-play prospect strategy for MGOs. Fill in critical questions, collateral, pivotal moments, tough scenarios, and next steps for each phase of the cultivation process…

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