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Seize the Opportunity

Cultivating and Soliciting the Major Gift through a System Called Moves Management

In this Seminar, we introduce you to a system developed by the Institute for Charitable Giving called Moves Management™. Major gifts come to the fundraisers and institutions that understand the most telling factors that influence donors. Donors give to organizations they trust and have confidence in. This Seminar teaches you to make them believers.

During These Two Days We Explore in Depth Each of the Following:

Part 1: Identifying Your Top Probable Donors for Planned & Major Gifts.

In this session we introduce you to the process using a tool we call the “Prospect Evaluation Grid.” This system allows you to map out the degree of donor interest and involvement in your institution.

Part 2: Developing Cultivation Plans through the Moves Management™ process using the “Prospect Evaluation Grid.”
You will determine the sequence of donor decision making, financial capability, and where your organization might fit along with their obligations already in place.

Part 3: Implementing Moves Management™. A structured step-by-step process in developing the relationship between the donor & the institution. We discuss the important role and responsibilities of the “Moves” Manager. You learn to design strategies so it is clear:
Who Asks
For What
How Much
Where and When

Part 4: Strategizing and Scripting the Ask to Ensure Securing the Gift.

We explore all areas of making a successful ask involving the Fundraiser, the Volunteer, and the Donor. There is extensive interaction and role playing that is fun and instructive.

Seize the Opportunity is our Flagship Seminar. It provides you with a structure that ensures the gift. During these two days, faculty will address all important determinants of success in raising the most money, in the shortest amount of time, to the greatest joy of the donor

Distinct Activities During Our Seminars


Mark Twain once wrote that the most profound learning experience a person can have is to have a great teacher on one end of a log and a student on the other. Well, we do that, but we skip the log! In ParkBenching, registrants at the Institute have the opportunity for a one-on-one, twenty minute session with a faculty member. The session is open-ended, with no prohibition on the topic. How to advance in the profession, how to deal with a Chair that’s not effective, having a problem with the boss, looking for a new job. You name it— whatever you would like to discuss.

the Buzz Group

The name says it all. Buzz Groups are interactive sessions covering vital topics— every possible area that leads to a successful ask. The Buzz Group is lead by a faculty member. You select the topic you want. Attendees are divided into small teams. In each Seminar, there are two, one-hour Buzz Groups. The way they are scheduled, registrants can attend their choice of subjects during the two-day Seminar.



    Who Should Attend

    • All staff, board members, volunteers involved in fundraising.
    • Organizations that can benefit from an infusion of gift income.
    • Newcomers to the field, and those who have been at it for awhile.
    • Fundraisers who want to grow professionally.
    • Those who would like to have their professional batteries recharged.
    • Those who want to become more effective and successful at fundraising.
    • Those who choose to be the best they can be.

    Limited Registration

    There’s limited registration to ensure extensive 
interaction and provide maximum personal attention.

    Philosophy (But Not Much!)

    It’s important to consider what’s new in major gifts fundraising and how this affects making the ask.

    Developing Prospect Strategies

    The real art of major gifts is in the development of strategies. How do you develop the touch? You’ll practice strategies and skills in a small group setting.

    Inside the Head & Heart of a Philanthropist

    Understand the spirit and heart of those who give major funds. We attempt to have a philanthropist join us. You will be able to probe and ask questions regarding the spirit and motivations of their giving.

    CFRE Continuing Education Approved Provider Programs

    ICG is an approved provider of CFRE continuing education unit credits. All courses presented are submitted to CFRE International for review and approval. A CE Tracker is available at all Seminars.


    Here Are Some Things You Will Take Home From a 2019 Institute Seminar

    A Registered Certificate of Seminar participation and completion.

    PLUS...Valuable resources from our Tool Chest that will enhance your fundraising with more than two hundred presentation outlines, checklists, relevant reprints, and a host of fundraising tools to put to immediate use upon your return.

    PLUS...Regular mailings from the Institute & Jerold Panas, Linzy & Partners regarding new ideas in fundraising, pertinent new techniques, and innovative approaches to getting the gift.

    PLUS...A group of men and women— fellow alumni— with whom you will be networking and in regular contact.

    Seminar Scholarship Application

    A limited number of partial scholarships are available. The Review Board of the Institute will be particularly encouraging to relatively new organizations, those that serve primarily a minority constituency, or those especially affected by cutbacks in government funding. Scholarship Application (pdf)