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Learning Library
Story
Change The Way You Think
Story
Altitude (Framework)
Case for Support
Engagement
Team
Commit to Sales
Talent
Teams
Boards
Leadership
Funding
Qualified Prospects
Sales Process
On Campaigns
Relationship-Based Funding Model
Funding Frameworks
Personal
Life as a Journey
Attitude Is Everything
Define Success
Health & Spirit
Social Entrepreneurship
Resources
Campaigns
Frameworks
Sales Resources
Guidebooks
Audio
Video
P.O.V.
About Us
What We Do
Boot Camps
Blog
Our Impact
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Porticus Discovery Questionnaire
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General Information
Name
*
First
Last
Your Organization
*
Please describe what your organization does. (What is your IMPACT?)
*
Why are you attending? What do you hope to get out of this training?
*
What is your operating budget?
*
Are you in a campaign or preparing for a campaign?
*
How many times in the last 3 months have you or your organization sat down with a prospect one-on-one and asked for at least $5,000?
*
What do you perceive to be the biggest obstacles in your organization?
*
What do you perceive to be the biggest opportunities in your organization?
*
Please describe those from your organization who are attending the training, including the following information: (1) Name, (2) Title, (3) Time to dedicate to fundraising.
*
Rate the following training deliverables: 5 = MOST help needed; 1 = LEAST help needed.
Developing a funding timeline
Selected Value:
3
Determining funding goals
Selected Value:
3
Clarifying the funding message (or, why someone should invest in your org)
Selected Value:
3
Developing materials / engagement tools
Selected Value:
3
Putting together a funding plan
Selected Value:
3
Training: Learning HOW to make a visit or ask
Selected Value:
3
Knowing WHAT to say
Selected Value:
3
Overcoming objections
Selected Value:
3
Building consensus within team around funding priorities
Selected Value:
3
Motivating champions, potential investors and board members
Selected Value:
3
Knowing HOW to leverage board, staff and development team members
Selected Value:
3
Identifying prospects
Selected Value:
3
Prioritizing prospects
Selected Value:
3
Strategizing prospects
Selected Value:
3
Getting the visit
Selected Value:
3
Follow-up strategies
Selected Value:
3
Submit
