What We Do

The Frontline Fundraiser: that staff professional who engages with the few of your donors who make the lion’s share of your organization’s gifts

“I believe every Frontline Fundraiser should possess the competence and the confidence to successfully engage each new possible donor in a way that, at minimum, initiates a meaningful gift discussion. Competence includes a working knowledge of relationship building, prospecting techniques, pertinent tax laws, and various giving plans. Confidence grows through study, practice, and success.” — Dan Shephard

We Go Beyond the Basics

We show you how to get the appointment, how to develop effective engagement strategies, how to engage with disparate personality types, how to respond to expressed concerns, and how to make the ask. Not just the basics, the whole picture.

We Make Major Gift Planning Accessible

We teach major gift planning skills that include gift planning strategies and pertinent tax law, all within the context of intentional relationship building, so the lessons make sense and stick.

We Provide Practical Applications that Empower 

Practical exercises are based on real-world experience. In The Frontline Fundraiser Suite, theory meets practice in ways that change abilities and attitudes.

We Offer Training that Grows with Staff Expertise

The Frontline Fundraiser Suite of training programs offers introductory, intermediate, and advanced training, as well as personalized coaching programs, all designed to help you grow to your full potential as a major gift planner.