Overview of Materials

Day One

The training will begin with a focus on major gifts.  We begin by talking about making mission possible, about dreaming together, and defining the factors of success. We talk about framing our conversations around our "why" and incorporating these communications strategies into our donor interactions. Throughout the day, we'll dive deep into defining major gifts, constituency models, roles and responsibilities, how to make asks for major gifts, and setting goals. We'll also talk about generational characteristics of Matures, Baby Boomers, Generation X, Millennials, and Generation Z. We'll explore strategies of reaching each generation in the context of stewardship. Go to Day 1 Materials >

Day Two

This second day will focus on annual giving. We'll talk about different types of giving and strategies for planning a successful campaign. When you break down an annual campaign to an intentional monthly calendar, the to-dos are possible! We talk about how to plan, create, launch, track, succeed, celebrate, and thank within an annual cycle. We'll also explore communications tools and creative ways to develop campaign themes that make an impact. To wrap up the day, we'll talk about challenging areas for today's leadership, ingredients for vital teams, and team development. As a team, you'll explore how to take Project Resource home to model stewardship in your own context as a diocese or team. Go to Day 2 Materials >

Day Three

The final day will focus on planned giving and the science of giving. We'll return to the "why" and how relationships and expressions of values and priorities are central to successful stewardship. We'll explore tried and true strategies of donor advised funds and endowments as well as case studies of people who are of different generations. We'll end our time together by talking about how to incorporate measurable objectives of stewardship into Bishop visitations and how to unfold Project Resource and intentional stewardship training and resources in your own diocese. Go to Day 3 Materials >