How the Program Works

The Bold Asking® program is customized for each client. We collaborate with you and guide to develop the training program that best suits your institution’s needs and the fundraising experiences of your board, CEO and staff. Our consultation and program are built on decades of hand-on, successful experiences as development officers and fundraising consultants, raising major and mega-gifts with leaders, board and staff.

For Board Members, Executive Leaders and Physicians (for our health care clients):
The Bold Asking® training program explores board members, leaders and physicians gratitude, meaningful experiences, values and leadership roles in the organization’s philanthropy. Workshops, small group training and one-on-one coaching are designed to enhance the participants’ comfort, confidence, proficiency and, ultimately, their partnership in major gift fundraising and transformational philanthropy.   Are your board and executive team ready to lead? Let us help you!

For Development Staff:
The Bold Asking® program focuses on skills and competency development, portfolio management and pipeline development, steps to donor engagement and donor conversations at various levels, specifics on closing gifts and building effective partnerships in donor engagement with leadership, volunteers and board members. Staff coaching small group and/or one-on-one coaching are based on identified and agreed upon benchmarks. Is your development staff asking boldly with institutional and volunteer partners? Are they optimizing their skills? Let us help you with small group training, role-playing, scripts, tool-kits and customized coaching!

 
United Way of Williamson County Board and Staff following a lunch n’ learn workshop.

United Way of Williamson County Board and Staff following a lunch n’ learn workshop.

 

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Art of Bold Asking® Healthcare Information Packet: The Journey to Bold Asking

We elevate philanthropy by creating effective partnerships and building new skills that drive giving from transactional to transformational. The information packet describes our education, training and one-on-one coaching program designed for health care boards, CEOs, C-Suite, physicians, care-givers and development staff.


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Art of Bold Asking® Nonprofit Information Packet: The Journey to Bold Asking

Vision Philanthropy elevates nonprofit philanthropy by creating effective partnerships and building new skills that drive giving from transactional to transformational. The information packet describes our education, training and one-on-one coaching program designed for not-for-profit boards, CEOs and development staff.


While the art of Bold Asking® program is customized for each client, certain elements remain consistent: