The Generalist


Aimed at one-to-two person shops where professionals are required to handle all aspects of a fund development program, the Generalist program begins with a four-day intensive program that will introduce you to the diverse avenues of fund development.

Beginning in the classroom…

With a maximum of five students per class, you will be taken through the essential components and best practices associating with mounting and maintaining a multi-dimensional fund development program. From case development and communications, to annual fund segmentation and analysis. From volunteer recruitment and management, to special event planning, on-line giving, research, proposal writing, major gifts, planned gifts and stewardship.

Implemented in your organization...

To ensure students are able to take their learning off the page and advance the fund development operations of their organization, each student then receives the benefit of 12 months of coaching in your working environment. Tailored to each professional’s portfolio and each organization’s specific development goals; coaching is provided to students and the entire development team (staff and volunteers as appropriate) using a blend of on-site and remote (web and phone based) coaching methods.

Customized Team Immersion is also available

Designed for organizations with a slate of newly recruited professionals with minimal fund development experience and/or senior fund development teams required to take their organization into a new level of fund development.

A minimum of 3 students is required for enrolment in this variation of the Generalist Gifts module. The classroom intensive material is specifically tailored for your organization. Your team will then have the benefit of 12 months of coaching in your working environment to ensure all staff members are able to implement the best practices associated with raising your organization to another level of fund development. These organizational packages are specifically tailored to meet the specific development needs and goals of your organization.