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Use Proven Resources - Building Block Materials

The MGI curriculum is presented in six distinct Building Blocks. All of the curriculum materials, including web lecture videos, PowerPoint presentations, worksheets and other curriculum materials are here. Additionally, you will find links to related content and toolkits.

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Topics of Interest
Topics of Interest

Building Block 1: Case Development and Articulation, Building an Integrated Development Plan

Curriculum Materials Related Content Related Toolkits
View Building Block 1 Web Lecture Video (password is not needed)
Building Block 1 Presentation (MS PowerPoint file, 369KB)
Worksheet: Building Block 1 Checklist (MS Word file, 53KB)
Worksheet: Internal Case Materials (MS Word file, 43KB)
Facilitation of Case (MS Word file, 35KB)
Operational Plan Template (MS Word file, 62KB)
Operational Plan Action Steps Template (MS Word file, 54KB)
Case Builder (PDF, 67KB)
Case Elements Checklist (PDF, 19KB)
Case Materials Checklist (PDF, 75KB)
Operational Plan Template (MS Word file, 62KB)
Operational Plan Action Steps Checklist (MS Word file, 54KB)
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

Building Block 2: Board/Volunteer Management

Curriculum Materials Related Content Related Toolkits
View Building Block 2 Web Lecture Video (password is not needed)
Building Block 2 Presentation (MS PowerPoint file, 127KB)
Worksheet: Building Block 2 Checklist (MS Word file, 48KB)
Board Member Information Form (MS Word file, 29KB)
Self Assessment Checklist (PDF, 30KB)
Board Engagement Tips (PDF, 19KB)
Strategy Sheet for Making the Ask (MS Word file, 47KB)
Gift Solicitation Techniques (PDF, 131KB)
Solicitation Role Plays (MS Word file, 26KB)
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

Building Block 3: Staffing Systems and Support

Curriculum Materials Related Content Related Toolkits
View Building Block 3 Web Lecture Video (password is not needed)
Building Block 3 Presentation (MS PowerPoint file, 260KB)
Worksheet: Mid-Point Evaluation (MS Word file, 259KB)
Strategy
Major Giving Program Budget Checklist (MS Excel file, 20KB)
Major Giving Program Budget Projection Tool (MS Excel file, 70KB)
Activity Calendar Template (MS Excel file, 31KB)
Project Tracking Sheet (MS Excel file, 28KB) Adapted from KAET
MGI Self Assessment (MS Word file, 41KB)
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

Building Block 4: Prospect Identification and Research/Tracking Management

Curriculum Materials Related Content Related Toolkits
View Building Block 4 Web Lecture Video (password is not needed)
Building Block 4 Presentation
(PDF file, 3.2 MB)
Building Block 4 Presentation (MS PowerPoint file,  5.1 MB)
Worksheet: Building Block 4 Checklist (MS Word file, 47KB)
Worksheet: Prospect Development Plan (MS Word file, 28KB)
Donor Identification Techniques Beyond the annual program: conducting formal prospect research
Donor Cultivation System (Zip file, 75KB)
Prospect Profile Form (PDF, 22KB)
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

Building Block 5: Cultivation, Solicitation and Stewardship

Curriculum Materials Related Content Related Toolkits
View Building Block 5 Web Lecture Video (password is not needed)
Building Block 5 Presentation (MS PowerPoint file, 467KB)
Worksheet: Building Block 5 Checklist (MS Word file, 58KB)
Solicitation and Stewardship Letter Templates (MS Word file, 126KB)
Strategy Sheet for Making the Ask (MS Word file, 47KB)
Gift Solicitation Techniques (PDF, 131KB)
Solicitation Role Plays (MS Word file, 26KB)
Sample On-Air Copy (PDF, 24KB)
Giving Club Benefits Checklist (MS Excel file, 33KB)
Donor Cultivation System (Zip file, 75KB)
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

Building Block 6: Major Gift Planning, Planned Giving and Development Plan

Curriculum Materials Related Content Related Toolkits
View Building Block 6 Web Lecture Video (password is not needed)
Building Block 6 Presentation (MS PowerPoint file, 2.3MB)
Worksheet: Building Block 6 Checklist (MS Word file, 51KB)
OPB Campaign for the Future 1 (QuickTime Movie, 2.2MB)
OPB Campaign for the Future 2 (QuickTime Movie, 2.1MB)
OPB Donor Testimonial 1 (QuickTime Movie, 2.1MB)
OPB Donor Testimonial 2 (QuickTime Movie, 2.1MB)
Planned Giving Spot: Jack Eardley (QuickTime Movie, 2.6MB)
Planned Giving Spot: Martha Jane Friedrich (QuickTime Movie, 2.6MB)
Planned Giving Spot: Ed Mapp (QuickTime Movie, 2.5MB)
Planned Giving Spot: Jacque LaVista (QuickTime Movie, 2.6MB)
Planned Giving Spot: Jim Stavrakakis (QuickTime Movie, 2.6MB)
Planned Giving Spot: Mark Welter (QuickTime Movie, 2.6MB)
Major Giving Program Budget Checklist (MS Excel file, 20KB)
Major Giving Program Budget Projection Tool (MS Excel file, 70KB)
Endowment Campaign Budget (PDF, 50KB)
Fixing Your Program (PDF, 19KB)
Activity Calendar Template (MS Excel file, 31KB)
Project Tracking Sheet (MS Excel file, 28KB) Adapted from KAET
Building Block 1 Building Block 2 Building Block 3 Building Block 4 Building Block 5 Building Block 6

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