Major Gifts Fundraiser/Major Gifts Intensive

$1,999 or 2 monthly payments of $1,050

Major Gifts Intensive

Bundle
22 Products

The Guided Implementation Intensive is a 9-week program designed to help you apply a relational major gifts system directly to your current donor portfolio. It includes the full Peak Performance training, weekly live sessions with Clark, email support, and lifetime access to all video resources. The focus is not more theory, but on structured implementation.

Course Includes:

10 Things About Great Stories

A concise framework for telling stories that actually move donors. Learn what makes stories feel true, compelling, and aligned with your donor’s worldview so your message resonates and inspires action.

10 Things That Happen When You DON'T Listen

It's worse than you think. This short guide outlines the hidden costs of not listening in donor conversations and how missed cues, lost ownership, and unaddressed concerns quietly undermine major gifts. A quick diagnostic to sharpen one of your most important skills.

10 Traits of Trusted Advisors

Major gifts grow from trust, not tactics. This guide outlines 10 traits that distinguish transactional fundraisers from true trusted advisors. Learn how focusing on service, integrity, and the next right step builds deeper donor relationships and stronger long term support.

12 Steps to Getting a Visit

A tactical 12 step guide to confidently scheduling more donor visits. Prepare well, control the call, and keep the conversation focused on one outcome: setting the meeting.

13 Things to Keep in Mind When Making Your Pitch

Thirteen strategic reminders for making a compelling ask. Focus on mission, emotion, urgency, and donor impact so your pitch moves beyond need and inspires meaningful investment.

7 Thank-Yous After the First Gift

A simple seven touchpoint plan for stewarding a donor’s first gift in the first month. Increase retention by ensuring no new donor feels forgotten or under appreciated.

Clark’s Strategic Questions

A curated list of strategic and biographical questions to uncover donor motivation, alignment, and capacity. Move conversations beyond updates and into meaningful discovery.

D.E.W. Donor Evaluation Worksheet

A practical scoring tool that ranks donors by Financial Capacity, Cultivable Interest, and Philanthropic Disposition so you can prioritize your strongest prospects.

Donor Post Visit Report Template

A structured visit report template to document strategy, outcomes, next steps, and talk-to-listen ratio after every donor meeting. Turn conversations into measurable progress.

How Much Should I Ask For?

A practical decision roadmap for determining ask amounts using giving history, upgrade patterns, and the 5x–25x rule. Ask with clarity and confidenc

How You Earn Points

A simple 100 point monthly scoring system for major gifts activity. Track calls, meetings, asks, and closes so your pipeline stays full and progress stays measurable.

Levels of Fundraisers

A six-level framework for evaluating your fundraising performance. Identify where you are, where you want to be, and what it takes to become a trusted advisor and closer.

Listener Preference Clues & Tips

Identify four listener types and learn how to adapt your communication style for stronger meetings, clearer alignment, and faster donor buy in.

Listener Preference Profile

You maybe saying the right things, but in the wrong way. Use this self-assessment tool to identify your listening style across four orientations. Increase self-awareness and improve donor communication.

Major Donor Clues

Learn the practical signals that reveal which donors may be ready for major gift cultivation. Spot hidden opportunities already in your database.

Moves Management Plan Worksheet

A structured planning worksheet for mapping short term and long term strategy for high capacity donors. Turn cultivation into intentional progression.

Peak Performance Fundraising

Pre-Visit Checklist

A strategic preparation checklist for donor meetings. Clarify goals, plan questions, review history, and prepare materials before every visit.

Stewardship Basics Scorecard

A practical scorecard for evaluating your stewardship systems. Identify gaps, strengthen retention, and improve donor loyalty.

Tips to Writing a Good Thank You

Practical guidance for writing personal, donor-centered thank you letters that build loyalty and increase retention.

Visit Report Template

A structured visit report template to capture strategy, outcomes, next steps, and relationship status after every donor meeting.

Ways to Thank & Steward a Donor

This practical guide outlines 57 specific, actionable ways to thank and steward your donors in ways that increase retention, deepen loyalty, and position you for larger gifts. It moves beyond generic gratitude and shows you how to build a culture of service that consistently exceeds expectations.