
Panorama Track
a six-month Panorama Track is for organizations with a development team and board ready to expand their private fundraising efforts, particularly around individual giving.
Recommended for organizations with:
Two or more staff fundraisers
A donor base with 500+ active individual donors
A CEO and board already engaged in private fundraising strategies
Sample Syllabus
Month 1
Training Day 1: Nonprofit Fundraising Landscape & Intro Discussion
Coaching Session 1: Real Talk + Your Org’s ChangeRaisers Goals
Training Day 2: Strategic Fundraising Frameworks
Month 2
Training Day 3: Institutional Funders - Companies, DAFs, & Foundations
Coaching Session 2: Strategic Priorities & Fundraising SWOT
Training Day 4: Data Analysis & Prospect Research
Month 3
Training Day 5: Donor pipeline building - Small donor programs, peer-to-peer fundraising, and digital fundraising v. direct marketing
Month 4
Coaching Session 3: Apply data learnings to donor portfolios & development plan
Training Day 6: Donor engagement & upgrading - Major & planned gifts
Month 5
Training Day 7: How to make an effective ask - Discovery process + practice
Coaching Session 4: Engagement calendar, board matrix, and development plan
Month 6
Training Day 8: Roles of board and Staff + power dynamics in fundraising
Training Day 9: Final development plans and community building
Participants complete the track with:
an actionable Development Plan
strategies for building a reliable donor pipeline
strategies for deepening donor engagement through donor portfolio management
strategies for better engaging the board in fundraising.
Alumni