GroupTake SOLUTIONS

Wisdom of the Crowd

Copley Raff convenes and facilitates small GroupTake sessions for advancement professionals to weigh in and find solutions on important advancement topics.

We use a structured discussion process to maximize the “wisdom of the crowd” for best outcomes for you. Groups are limited to 25 participants and there is no registration fee.  WATCH this short video for more detail.

Upcoming Sessions

Please register for any of the following upcoming GroupTake sessions.

And if you like, please submit a challenge or opportunity question that we can addressed during the session.

Growing a Major Donor Pipeline

APRIL 27, 2021 @ 11:00 – 12:30 pm EST

Opportunity Question Example:  We have a small donor file, so how can I grow and maximize a major donor pipeline?

Creating Major Donor Portfolios

MAY 4, 2021 @ 11:00 – 12:30 pm EST

Opportunity Question Example: How do I determine who is included in a major donor portfolio and when to remove them?

Managing Up

MAY 13, 2021 @ 11:00 – 12:30 pm EST

Challenge Question Example:  How do I get my CEO more willing to do donor visits? or How do I get my chief development officer boss to listen to my challenges and ideas?

Role Play – Asking for a Major Gift

MAY 17, 2021 @ 11:00 – 12:30 pm EST

This is a special session.  We’ll send participants three “ask situations” a week before we meet.  Before the session, two volunteers will be sought to be the askers. They will choose the ask situation and create a strategy prior to the session.  During the session, two participants will volunteer as the donors and the rest will be critical observers.  After the role play and facilitated discussions in two breakout rooms, the full group will reconvene for discussion.  This session always generates lots of insights and laughter.