Home » Events » Getting to Gift Conversations and Closing

Getting to Gift Conversations and Closing

October 26th, 2021
10:00AM to 12:00PM
Zoom - information to be emailed
Consultant, Grantseeker, Nonprofit
Event type:
Member fee:
Base fee:
two word bubbles: "the big ask" and "the big give"

Major, annual, and planned giving is where donor cultivation pays off. This session will help you prepare for individual gift discussion meetings for your annual fund or campaign. Role playing various prospect scenarios, you will get a chance to feel what is it like when you are “in the room” with a donor. Practice will be followed by constructive critique and discussion. Together, we will make this session pay off!

Topics addressed:

  • Building your donor pipeline and portfolio
  • Using your case for philanthropic support
  • Selecting the right solicitation team
  • Getting the meeting and transitioning to the gift conversation
  • Listening actively
  • Being prepared and fearless
  • Closing the gift

This session is designed for but not limited to staff and board members from small to mid-sized organizations.

About our Presenter

Larry G. Raff, President, Copley Raff Inc.

Larry is president and principal of Copley Raff, Inc., a U.S. and international management and fundraising consulting firm that specializes in raising the sights of nonprofit organizations and helping them to meet aspirational goals. He is also of counsel with Rising Tide Direct LLC, a direct mail and marketing firm that stresses the use of direct marketing channels to maximize net revenue and to identify and move contributors into the major donor pipeline.

Larry has held leadership advancement positions and consulting engagements for more than 35 years. He and his firm have served hundreds of organizations of all sizes and reach from every nonprofit sector and have earned a reputation for achieving client objectives through both creative and rigorous application of proven advancement practices.

A highly regarded thought leader, Larry has an international readership for GivingTake, which he has published since 2011; served as President of The Friday Forum, a group of senior development professionals in Boston; led high-level trainings across the nation; and, authored articles in leading fundraising journals.  

Registration type: 
Normal registration

Zoom Instructions

Zoom information: Zoom information for the program will be sent out to all registrants one week before AND in the afternoon of the business day before the session is scheduled to take place.  Please reach out to info@philanthropyma.org if you believe you are registered for this program and do not receive the link.

Registration & Program Follow-up Materials: Registration for the program will be closed at 2pm EST on the day before the program is scheduled to take place.  If you register after this point, you will be added to the waitlist and will be able to receive the program recording as well as all follow-up materials from the session (for paid programs, you will be charged a discounted fee for these materials).  Please note that it may take up to a week to prepare and disseminate those materials to all registrants.

Philanthropy MA Policies

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an Philanthropy MA staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, Philanthropy MA reserves the right to cancel your unpaid reservation. Philanthropy MA does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email Philanthropy MA staff at info@philanthropyma.org.

No SolicitationsPhilanthropy MA values knowledge sharing – connecting people with each other and with information. We strive to create a welcoming, collegial atmosphere at all of our events. We kindly ask program participants to refrain from soliciting other participants for business or grants while at events hosted by us, regardless of venue. 

AccessibilityTo inquire about accessibility of our programs, please email info@philanthropyma.org.

Media: Photographs and/or video may be taken at this event to support Philanthropy MA's efforts to educate and inform the community on the role of philanthropy, in marketing materials, on our website and through social media. If you prefer your image not to be used please notify us at the event. Thank you.

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