GIFT OFFICER SUCCESS.
Frontline Fundraiser Management & Coaching
Empowering Performance, Accelerating Results
At Individual Giving Success (IGS), we understand that high-performing gift officers thrive with consistent coaching, strategic structure, and actionable accountability. That’s why our Gift Officer Success program provides embedded, high-impact support tailored to every stage of a gift officer’s journey.
Whether you're onboarding new fundraisers, driving major gift growth or managing a team through change, we serve as an embedded partner to drive clarity, confidence, and results.
Purpose
To help fundraising shops develop stronger, more strategic gift officers through consistent coaching, structured management, and performance-focused tools.
Product Service / Description
We partner with development teams to enhance the performance, retention, and strategic impact of their gift officers. Whether your team is new or well-established, we provide the structure, accountability, and expert guidance needed to accelerate results.
Why Our Services Are Needed Fundraising shops are stretched thin - leaders juggle responsibilities while managing growing teams, and gift officers often lack consistent coaching and strategic feedback. High turnover, inconsistent performance, and missed opportunities are common. Gift Officer Success fills this gap. We bring structure, momentum, and data-driven guidance to help gift officers stay focused, managers stay informed, and development programs raise more - with less turnover.
Our Core Services
(PER GIFT OFFICER)
Weekly Individual Coaching
One-on-one virtual meetings with experienced fundraising professionals focused on growth, donor strategy, and overcoming challenges.
Monthly Prospect Strategy Facilitation
Guided sessions that help gift officers prioritize portfolios and build strong solicitation plans.
Performance Tracking & Manager Reports
Activity metrics are monitored, interpreted, and summarized in monthly reports delivered to managers - highlighting progress and actionable insights.
Professional Development Access
Officers are invited to monthly virtual training sessions that sharpen skills in donor engagement, storytelling, and relationship management.
Complimentary New Gift Officer Bootcamp
All new hires from client teams may attend our monthly Bootcamp free of charge - getting them up to speed quickly and confidently.
Package Comparison:
Core vs. Pro Gift Officer Success offers two tiers of service to match the needs and budgets of development shops. Both packages deliver high-impact support to gift officers, while the Pro Package provides additional strategy depth and donor-facing support.
Service Feature | Core Package | Pro Package |
|---|---|---|
Weekly Individual Coaching | No | Yes |
Monthly Strategy Facilitation | No | Yes |
Activity Tracking & Manager Reports | No | Yes |
Monthly Professional Development Access | Yes | Yes |
Complimentary Bootcamp Access | Yes | Yes |
Biweekly Deep-Dive Coaching | Yes | Yes |
Portfolio Strategy Modeling | Yes | Yes |
Donor Visit Prep/Debrief Support | Yes | Yes |
What Makes Our Approach Unique
Core vs. Pro Gift Officer Success offers two tiers of service to match the needs and budgets of development shops. Both packages deliver high-impact support to gift officers, while the Pro Package provides additional strategy depth and donor-facing support.
Embedded & Aligned
We operate like a member of your team, not just an external consultant
Fundraiser-Centric
Our work is relationship-driven and supports the full donor lifecycle
Performance-Minded
We focus on measurable improvement, not just check-ins
Common Engagement Scenarios
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Interim management or team expansion
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Support for new gift officers or underperforming portfolios
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Coaching for leadership gift qualification and discovery
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Campaign pipeline coaching and accountability
The Outcomes
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Fundraisers feel supported, focused, and more confident
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Leaders receive timely, actionable updates and clear metrics
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Portfolios are more active, strategic, and productive
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The organization raises more money through smarter execution