Training & Coaching

Training and Coaching ServicesCopley Raff firmly believes anyone can learn the art and science of fundraising with proper training and coaching. We will teach your staff and volunteers to use their skills and brilliance to build powerful relationships and apply proven fundraising methods. Brilliance? Yes, we really mean it!

On the other hand, natural-born fundraisers are not necessarily the best coaches and trainers for other fundraisers. Often, an outside expert such as Copley Raff can be more effective training staff and volunteer leaders in the art and science of fundraising.

In addition to Copley Raff’s planMGO™ Master Gift Officer Immersion program, Larry Raff, CRI’s President, and his associates are sought after presenters and trainers with expertise on a wide range of advancement topics.

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Learn more about planMGO – an immersive program that transforms development professionals into Master Gift Officers

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planMGO (Philanthropy Leadership Advancement Nexus – Master Gift Officer) is an immersive, four-day training program that transforms advancement professionals into Master Gift Officers by reengineering the nature and process of their relationships with donors, goals, asks, and stewardship.

planMGO is designed for advancement staff, trustees, board members, and others engaged in not-for-profit fundraising.  It offers coaching and tools designed to identify and eliminate old, unconscious paradigms and assumptions which limit fundraising success, as well as bringing out the inherent brilliance of each participant.

Participants return to their organizations fully confident and ready to move the needle in ways not considered possible before.

planMGO Program Learn More

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1:1 Coaching

Executive Coaching is a customized and confidential activity that provides an opportunity to maximize and enhance your leadership skills, decision-making and management performance while maintaining congruence with your personal mission, your greatest strengths and your behavioral style.  Your executive coach will guide you through a process of inquiry and dialogue as a thought partner and source of new strategies and tools for consideration to achieve your desired outcomes.   Coaching focuses on improving performance by helping you to develop and sustain new perspectives, attitudes, skills and behaviors.

Do you need specific coaching or skills to do your job? 

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Board Training

Broaden Your Team

Copley Raff has proven training methods that will empower board members to build relationships and engage donor candidates on behalf of your organization…and even want to be part of The-Ask discussion.

We’ll show how to get your Board, on-board!

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Major Giving Training

Copley Raff provides training, coaching and tools that will dramatically improve your understanding of major donors and efforts with Major Giving.

Learn about:


How-to Build Rapport

Campaign Fundraising

Major Donor Pipeline Development

Planned & Estate Giving Program Development

Understanding the Philanthropic Behavior of High Net-Worth Individuals

Transformational Donor Engagement

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Annual Giving Training

Copley Raff provides training, coaching and tools that will inform and demystify the essential annual giving effort.

Learn about:


Annual Giving Strategies

Direct Mail/Response – Foundation for the Major Donor Pipeline

Moving Donors from Cold to Hot

Donor Stewardship

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Leadership Training

Well-informed, well-equipped and highly committed Leadership is the critical key to Development success. Copley Raff will provide training, coaching and tools for leaders at all levels of your organization from volunteers to board members.

Consider Leadership training & coaching when seeking to:


Become a High Performing Philanthropic Organization

Learn Fund Raising and Development Basics

Strengthen Board Development and Fundraising

Recruit and Retain Board Members

Understand Board Development and it’s Role in Philanthropy

Work with Volunteer Leaders

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