Elements of Major Gifts

This course is a comprehensive journey through the world of major gifts, from concept to the practical application of knowledge for cultivation and solicitation strategies. Students will have the opportunity for one-on-one consulting time with faculty and will leave with individual action plans to implement immediately.

View the 2026 blueprint below to see how the track is structured, including the topics covered each day.

This track is designed for anyone beginning their career in healthcare philanthropy, venturing into major gifts after working in other fundraising capacities, or working in major gifts for a short time looking to gain more confidence.

Introduction to Major Gifts

• Defining the term “major gift”
• Exploring the difference between transactional and transformative giving  
• What it takes to be a successful major gifts officer

Donor Motivations and Clinician Engagement

• Understanding the role of gratitude as a motivating factor
• How to build a prospect pipeline
• How to build a network of philanthropy champions
• Physician and clinician engagement 

C-Suite and Volunteer Engagement

• Working successfully with executive and volunteer leaders
• Volunteer leadership roles and responsibilities

Setting Priorities and Portfolio Management

• Classroom activities will include reviewing prospect lists, pipelines and metrics

Putting Theory into Practice

• Identifying and qualifying major gift prospects
• Getting the appointment and bringing prospects to the table
• Aligning prospects to compelling investment opportunities
• Making the case for support
• Inviting prospects to make a philanthropic investment (i.e. Making the Ask)
• Negotiation and closing the gift

Stewardship

• Donor recognition
• Personalized stewardship