Struggling with how to engage your board, CEO and others in your organization to elevate philanthropy? Or, how to optimize your development team’s performance?
Bold Asking® is a training program for boards, executive leaders and development staff to create powerful philanthropy partnerships and transformational giving.
Real-life experience. Practical help.
Based on decades of experience shared by the consultants of Vision Philanthropy Group, the art of Bold Asking® workshops, small group sessions and one-on-one coaching were developed specifically to meet the needs of health care and other non-profit organizations. Because we have been where you are now, we can quickly assess your strengths, challenges and opportunities and customize a coaching program to meet your needs and enhance your organization’s performance.
Give your Board, CEO and volunteers the tools they need to identify and engage prospective donors and partner together in inviting their support with comfort and confidence.
Give them the art of Bold Asking® coaching program, toolkits and scripts!
Customized programs include:
Interactive workshops for
Executive team and staff
Physicians and faculty (health care and educational institutions)
Small group training
One-on-one personalized coaching
Workshops and small group training include:
Principles of the psychology and neuroscience in giving
The role of gratitude and meaningful experiences in philanthropy
Establishing a major gift culture and relationship building
How every board member, the CEO and executive team has a role in supporting philanthropy
Building powerful partnerships among Board members, senior leaders and development staff
Effective donor conversations
Getting the meeting
Language and scripts for each stage of the gift (cultivation, pre-solicitation and solicitation)
How to create your own “signature language” for donor conversations
Getting past “No”
Getting to yes: Opening and closing the conversation
“The Botched Call” and how to avoid it
The importance of stewardship
Best practices of high-performing development programs
Role-playing in small groups
"Susan’s art of Bold Asking® was the focus of a wonderful retreat with our board and development leadership attending. The presentations and interactive discussions gave us confidence in understanding how and when to effectively share our story with community leaders who could support our capital campaign. It was a game-changer to learn how to build relationships that could lead to transformational giving versus transactional giving. With her guidance, we have already experienced record philanthropic investments from both current and new donors. Susan’s counsel is an investment worth making."
- Randy Elliott, Director of Advancement, BrightStone
"Susan’s sage advice, insightful tips and fun and realistic role play has built our team’s comfort and confidence from the first visit in the hospital to accelerating the evolution of our organization’s culture of philanthropy. Her coaching and toolkits provide insightful advice and a strategic framework for our experienced fundraisers to make visits with patients and families both comfortable and productive. From the Philanthropy Staff to the CEO, we have crafted consistent, effective signature language and put our integrated program into action!” — Stephanie Truesdell, Vice President, Philanthropy and Communications, Beth Israel Deaconess Hospital-Milton