Major gifts are the lifeblood of effective nonprofits. They can provide critical funding for special projects, for new initiatives and to advance critical growth of an organization and its mission.

Acquiring major gifts for your organization is everyone’s business; every staff member, every board member, every concerned advisor. This breakthrough course, presented by an internationally acclaimed development authority, will show how – and why – to engage your entire organization to bring More Major Gifts to your organization. And why it can help and inspire any member of your organization.

What people are saying about More Major Gifts?

Marcy, you are amazing major gifts coach I have ever heard/met! Your comprehensive workshop is the best there is. Very helpful to see MGO metrics. “  Alison – RMA Healthcare Foundation

Marcy – This has been life changing for me. I came into this workshop feeling like I knew nothing and I could never, ever be good at this. Now I have clarity and confidence & can’t wait to embrace my opportunity.” “I feel like now I have a pretty solid understanding of the steps I need to make an ask.” Alisa, GSA.

“Lots of specific, practical materials as well as the mindset (of soliciting major gifts).”  Olivia M. CLC

Three part ask – Genius! I am so excited to have this tool!”  Suny B.


Self paced, online available 24/7


  • Title: More Major Gifts
  • Instructor: Marcy Helm, CFRE, PLCC
  • Dates: on line
  • Time: 24/7, online on demand
  • Cost: $ 1495.00

What’s included?

Over 90 videos that take you on a step by step process with 24 pages of personal and organization planning, evaluation exercises, task generator and strategic schedules for goal attainment.

What other costs can be expected?


Is CFRE credit available?

Pending approval, 16 hours of credits

What do I need to participate?

Enthusiasm, open mind, notebook and pencil! The class will be 100% online and self paced so a high speed (minimum 10MB Down) internet connection with a computer (most tablets work also) is recommended so you will be able to see visuals as well as hear the instructor.

How do I follow up?

You will receive an automated email upon registration and payment. A second email will follow shortly with your login information.

Cancellation policy?

After completing module one, there are no refunds. All requests must be in writing.

More Major Gifts Course Syllabus

Module One: The Power of Mindset in Giving Success

  • The Basics
  • It’s Not About the Money
  • Limiting Beliefs
  • Words are Important
  • Empowering Questions
  • Conquering Fear

Module Two: The Cycle of Successful Relationships

  • Why do People Give
  • The Relationship Cycle
  • Creating Your Portfolio
  • Beginning the Conversation
  • Creating a Joyful Giver
  • The Touch Plan

Module Three: Options for Giving, Engaging Partners, Making an Artful Ask

  • Giving Options
  • Building a Plan
  • The Role of Partners
  • Major Issues in Asking
  • How Much and Who Should Ask?
  • Before the Ask

Module Four: Making an Artful Ask and Relationships Action Plans

  • What is a Relationship Action Plan (RAP)
  • Creating Your RAP
  • Strategies
  • Action Steps
  • Staying on Track
  • Obstacles

Includes over 20 interactive worksheets to guide you to success and more major gifts for your organization.

Course Information

Estimated Time: 16 hours, self-paced

Difficulty: Beginner

Course Instructor

Marcy Helm Marcy Helm Instructor

Marcy Heim brings a sincere respect and energy for the transformative effect philanthropy has on our organizations, institutions and communities. Nationally and internationally recognized as a high-content and entertaining presenter, keynote speaker and workshop leader, Marcy’s sessions focus on major gift relationship building, creating a mindset for success, leadership and staff partnerships, staff and volunteer major gift motivation and coaching, and long-term visioning. She is author of Empowering Your Board to Serve as Effective Development Ambassadors and will be releasing her second book, “Invest in JOY! Unleashing a Lifestyle of Generosity on May 29, 2019 in Dallas/Fort Worth. Marcy’s teaching is backed by over 20 years of firsthand experience as senior director at the University of Wisconsin Foundation, where she managed constituency development staff and programs for a college unit with more than 600 faculty and staff, 3,000 students and 40,000 alumni. Her unit experienced twenty-fold giving growth and completed a $50 million campaign under her leadership. In addition, Marcy coordinated the regional development efforts for the UW-Madison in the Pacific Northwest for 10 years throughout the UW’s successful $1.8 billion campaign. Marcy is a trusted authority in the development profession and helps organizations and educational institutions boost their major gift programs through artful, long-term relationship building that dramatically increases fundraising success while promoting increased staff job satisfaction.

More Major Gifts

6 months of access


Getting Started

Online Journal

Module 1 – The Power of Mindset in Giving Success

Module 2 – The Cycle of Successful Relationships

Module 3 – Options for Giving, Engaging Partners, Making an Artful Ask

Module 4 – Relationship Action Plans