A special invitation to experienced major, principal, and planned gift officers who want to step up to a new level.
~ Jim Lord
Jim Lord’s visionary thinking begins with the very first visit, making it possible for me to raise millions of dollars. This is a thoughtful, transformational experience. I'll always be grateful to the board chair who first recommended this program to me.
Director of Planned Giving, Harvard T H Chan School of Public Health
If you have a sense the answer might be “yes” … if you are committed to your own growth … if you want to make more possible for others … then we encourage you to send in your application today.
You may find the application itself gives you new clarity and energy, right away. (People often tell us they’re surprised by what they discover, simply in the process of answering the application questions.)
Maybe devote a few moments to yourself right now and take a look?
For years, I’d been in a state of complete and utter burnout, not sure if anything I was doing made a difference. I left the retreat saying, “I can do it. I’m having an impact, this is important and now I can keep doing it. I took a couple days for myself and now I’m ready to go again.” I soon moved on to a new job — a big step up that I never would have dared to take on without this experience.
Legacy Giving Director, Mal Warwick Donordigital
There are those who believe that our professional skills allow us to raise money. But the essence of our success is the donor. Our role is to bring forward the hero in people, so they can show their love of humanity through gifts of time, talent and treasure. It’s the potential to reveal the hero in the donor that inspires me — and that’s the lasting value of The Philanthropic Quest.
Civic leader and trustee, The Centre on Philanthropy, Bermuda
Our programs are for anyone who seeks to advance a social cause or an organization of social good, and wants to understand more deeply how to release human energy — including significant philanthropy — toward that end. (We take a broad view of “philanthropy,” drawing on its root meaning: love of humanity.) If that's you, we encourage you to apply.
Our programs were first developed in response to requests for learning programs appropriate for high-level volunteer leaders and the most experienced professionals. In general, people with at least a few years of experience in the social sector are best positioned to benefit, and most participants have significant experience.
On occasion, we are able to accommodate someone who has high potential but less experience, to get them started on the right path. This is the exception, but if you are highly drawn to what you see here, we encourage you to apply.
If you have questions about whether the program is right for you and your specific goals, the next step is to complete an application so we can see together whether this is a fit.
Dates and locations are announced privately to those who have applied. After you've applied, you may even be able to influence dates to fit your calendar. (Once we know your level of desire, we pull out all the stops to make it easy for you to be with us.) Learn more about how that works.
Because our programs have strictly limited enrollment, we go to great lengths to make sure there’s an ideal mix of people in the room. (We often hear afterwards “what an amazing group of people that was!”)
The application process is not intended to weed you out (you’re more than “good enough”). We use it to get to know you a little and understand what you'd like to gain from the program, so together we can make sure you're in a position to get maximum benefit. And then we'll be able to place you in a group that will be a great fit for you. Learn more about applying.
Thanks to decades of experience, we have a good handle on who will be successful with this approach. If you see yourself in the following criteria, you're likely to be a great fit. (Or at least some of them, some of the time — “perfection” is not required!)
If you've registered for a program, but something unexpected happens and you are unable to attend, you can choose to:
Returning alums are welcomed with open arms.
Why do they return? Well, we’ve heard many say they want to immerse themselves again in the inspiring atmosphere — and be with people who share their aspirations and values.
After all, this program is much more than “training.” It’s a true retreat where we can restore our batteries, wallow in the mindset with like-minded folks, and leave refreshed with greater understanding of our work and more energy for the future.
That’s a big reason people return again and again.
Another reason is that you are different from the last time you were with us. You may be in a new role, at a new crossroads, or working with a new team you’d like to inspire.
And of course, we’re constantly learning from alums’ success, refining the program content, and introducing new elements and insights. If your last program was more than a couple of years ago, you’ll be surprised by how different it is today.
To keep the option open, please complete the application — in your case it’s less of an “application” and more of an update about what’s going on for you. Then we can see if the program would serve you again.
I’ve been lucky enough to work with Jim Lord’s approach and have seen amazing results — some that I consider magic. And that’s what this work should be about. Creating magic for our donors and our organizations. And for ourselves.
Executive Director, CMH Foundation