Introduction to

Individual Giving

Meet your Instructor

Aaron Zimmerman is the Executive Director of PFund Foundation. He has extensive experience in nonprofit fundraising, including serving as a major and planned giving officer for Twin Cities Public Television, as the director of development and communications for the Domestic Abuse Project, and as an independent fundraising consultant.

Key learning objectives for this course:

  1. Understand the basics of individual giving.

  2. Determine the right portfolio for you and your organization.

  3. Implement a system for managing a relationship portfolio.

Video Course Content

Handouts and Additional Resources for this Course:

  • Class Handout (PDF). This document is a summary of the major points covered in the video training session. Use it as a handy guide whenever you need to review the basics of individual donors.

  • Spreadsheet template for individual donor tracking (.xlsx). This spreadsheet has been populated with data generated randomly to demonstrate how to use the sheet. No real names or information regarding donors is included with the file.