Coaching Circles

2023 Major Gift Coaching Circles

  • Winter—begins Wednesday, January 25, 2023
  • Summer—begins Wednesday, July 26, 2023
  • Cost=$1,950

Studies have shown the number of people making charitable contributions has been on a steady decline over the last two decades. Today, just over 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:

  • Kim Snyder—coach
  • A maximum of 5 participants
  • 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
  • Qualifying major donors, developing major gift portfolios, and establishing appropriate program parameters for sustained success
  • Cultivating major donors to deeper engagement with your organization and making effective major gift solicitations
  • Refocusing your organizational development efforts to create more time for major gift fundraising

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

Kim Snyder

Excelsior Bay Group
25 Center Street
Excelsior, MN 55331
952 451 9293