Training & Coaching

Training and Coaching ServicesCopley Raff firmly believes that anyone can learn the art and science of fundraising with the proper training and coaching. Within every staff member and volunteer there is the capacity and brilliance to become effective at building relationships and performing the mechanics of fundraising.

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.

planMGO logo

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

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Transformational Donor Engagement Program

Learn the art and science of donor engagement focusing on:

Senior couple hiking in mountain range, ItalyMajor Giving

  • Building Rapport
  • Campaign Fundraising
  • Donor Candidate Identification
  • Planned and Estate Giving Program Development
  • Understanding the Philanthropic Behavior of High Net-Worth Individuals

Annual Giving

  • Annual Giving Strategies
  • Direct Mail/Response: Foundation for the Major Donor Pipeline
  • Moving Donors from Cold to Hot
  • Donor Stewardship


  • Fund Raising and Development Basics
  • Board Development
  • Becoming a High Performing Philanthropic Organization
  • Board Member Recruitment and Retention
  • Board Development and Role in Philanthropy
  • Working with Volunteer Leaders


planMGO (Philanthropy Leadership Advancement Nexus – Master Gift Officer) is an immersive, four-day training event 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.

1:1 Coaching

Do you need specific coaching or skills to do your job? Are you interested in career advancement? One-on-one coaching is customized to meet your needs.