Coaching Circles

New Individual and Major Gift Coaching Circles Beginning in October 2021!

New Ulm

October 5, 2021 – March 8, 2022
1st Tuesday of each month (2nd Tuesday in February & March)
9:00 am – 12:00 pm

Studies have shown the number of people making charitable contributions has been on a steady decline over the last two decades. Today, less than 50% of all American households give compared to 66% of households in 2002. While there are multiple factors contributing to this trend, one important reason is the lack of experience and confidence many development professionals and nonprofit leaders have related to cultivating and soliciting individual donors.

The Coaching Circles are designed to provide executive directors, board members and fundraising staff the opportunity to develop their own approach to individual and major giving. Over the course of six months, participants will work with the Excelsior Bay Group coach to a) develop tailored cultivation strategies for their major and mid-level donors, b) prepare for and assess donor interactions and solicitations and c) learn how to build and sustain high performing individual giving programs.

Each Coaching Circle will be organized as follows:

• A maximum of 5 participants with one coach
• A total of 6 monthly meetings
• Private intake meeting with each participant to assess major gift readiness and identify key coaching needs
• Up to 3 hours of individual coaching per participant (in person and/or virtually) to address critical issues related to each participant’s ability to succeed in executing their major gifts strategy

Intended benefits to participation include guidance and support in:

• Developing an effective case for philanthropic support
• Clarifying fundraising priorities and attainable goals
• Developing major gift portfolios and appropriate program parameters for sustained success
• Advancing key philanthropic relationships and making successful major gift solicitations

If you’d like to learn more about joining an upcoming coaching circle, please contact:

Kim Snyder
ksnyder@excelsiorbaygroup.com
952-451-9293