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Im Your Teammate, Not Your ATM: Philanthropist Panel Grinspoon Institute Annual Conference November 4 th, 2012
IDENTIFY INFORM INTEREST INVOLVE INVEST Five Is of Cultivation © Doris Feinberg, CFRE The Prospero Group, LLC Prospect Funder Investor
MAJOR GIFTS IDENTIFY Create affinity Build relationship Size of gift usually correlates with depth of relationship with camp and with solicitor SOLICIT Consistent acknowledgement of donor Regular communication with donor Emphasize impact of gift on camp success Association with your camp Giving history Capacity/giving potential Data mining Special areas of interest Other charitable interests Review annual reports from similar organizations CULTIVATE Face-to-face solicitations most effective means Restrict to small percentage of prospects with highest potential STEWARD © Doris Feinberg, CFRE The Prospero Group, LLC
Finding Your Major Donor. Major Gifts Cycle Research Pull reports Segment Identify Capacity Motivation Relationship Qualify Interests Bring closer Involve.
FUNDRAISING AROUND THE CAMPFIRE It Does Not Have to be a Scary Story November 14, 2011 Doris Feinberg, CFRE President The Prospero Group, LLC.
Has the Annual Appeal Outlived Its Usefulness? Hartford Public Library **** May 13, 2015 Rebecca Bryan, CFRE President, R. Bryan Associates.
Best Practices in Fundraising Identification – Cultivation – Solicitation - Stewardship Presentation and Moderation by Jay Ornellas Panel & Group Discussion.
ALADN 2013 Pre-Conference Gregory Perrin, University of Texas at Austin Adelle Hedleston, Texas A&M University Major Gifts Overview.
Grinspoon Institute Webinar Stewarding Your Donors October 27, 2009 David SharkenKevin Martone Mentor Technology Program Manager.
Ann Charles Watts, CFRE Organizational Development Consultant—Resource Development Habitat for Humanity International x 5265
Valerie Harland Head of Development. Why have a development trust?
How to Harness the Power of Planned Giving to Reach or Exceed Your Campaign Goals Minnesota Planned Giving Council Prepared by Michelle Janssen, CFRE November.
Building an Effective Development Committee AFP St. Louis Annual Conference September 24, 2014.
Annual Giving: Building the Donor Pyramid Helen Harding Director of Annual Giving & Membership.
Securing Endowments and Planned Giving Arrangements.
2015 NEMA Conference Major Gifts for Small Shops Laura Ewing-Mahoney Co-Founder and Principal.
AFP Monterey Bay Thursday, October 1, 2015 Presented by: Diane M. Carlson, CEO Philanthropic Services Managing the Ask: Essential Steps When Soliciting.
Making The Ask (Art & Science) Michael Bacon, CFRE.
Leadership Giving …. And More How To Start, Grow and Sustain Leadership Giving and Tocqueville Programs in Smaller Cities 2013 United Way Southern Institute.
Crash Course: One-on-One Donor Visits FACE AIDS Fall Conference October 15, 2011.
Presented by: John A. Ciambrone, CFRE Hano Conference October 2, 2014 Creating a Culture of Philanthropy: Through Greater Board Involvement.
Private Foundations An Alternative Funding Source Lakewood Resource and Referral Center nd Street, Suite 204 Lakewood, NJ
Summer Seminar 2014: Best Practices and the Model Development Department Creating Your Development Plan, Goals and Structure.
Presented by Kathleen E. Pavelka, CFRE, President Telecomp, Inc. ADVANCED ANNUAL GIVING TECHNIQUES: Taking Your Program to the Next Level.
1 Minnesota Planned Giving Conference Getting the Next and Bigger Gift Susan C. Dunlop Gary G. Hargroves Gary G. Hargroves 1:45 – 3:00 pm, November 2,
Copyright Marts & Lundy Major Gift Fundraising A continuous model for identifying and engaging those donors who are essential to your achieving your mission.
Emerging Philanthropy Conference, 2012 “Individual Giving Where the Future Is” Dee Jay Oshry, CFRE Consultant in Fundraising.
September 19, 2013 ● Facilitator: Clyde W. Kunz, CFRE are.
A Mutually Beneficial Relationship: Working with Major Gift Officers Emily Goldsleger Assistant Director, Membership & Annual Giving.
THE CATHOLIC SCHOOL FUNDRAISING PROGRAM Presented by: George C. Ruotolo, Jr., CFRE Chairman & CEO Ana Dabrowski, Associate September 12, 2013.
Are You Ready to Fundraise? Presented by Martha Richards, Miller Foundation Dedee Wilner-Nugent, The Collins Group Oregon Nonprofit Leaders Conference.
Building the Pipeline: Identification 101 Caitlin Callahan Director, Regional Advancement Indiana University Foundation CASE Indiana Conference November.
Communicating with Donors Move them to Give Again and Again.
Young Nonprofit Professionals Network Learning Circle The Essentials of Fundraising & Donor Development Week 4 - Cultivation Jessica Haynie October 18,
Gift Pledge Turn Down Donor Situation Analysis Market Research Identify Critical Issues & Goals & Objectives Identify Critical Issues & Goals & Objectives.
Dan Barney Barney & Associates Consulting Services.
BRIGHTER FUTURES: An Annual Campaign for Sojourner House at PathStone.
Prospect and Moves Management for Major Gifts Robin Kraujalis, CFRE Assistant Director of Development Saint Louis Zoo.
ENDOWMENT What did we learn in 2008 that we can apply to plans for 2020? 1.
Capacity Ratings: Setting the Stage for Portfolio Management Sponsored by.
Face To Face Solicitations How to get F2F meetings September 25, 2008 Krista Boscoe.
The Time to Prepare Is NOW! 17 th Annual Nonprofit Conference on Sustainability Strategies October 16, 2009 Clyde W. Kunz, CFRE.
What’s Next? Taking It To The Next Level: Cultivating Your Georgia Gives Day Donors Sam Macfie Central Georgia Nonprofit Fundraising Summit October 9,
Live On Board Briefing and Update. Goals Strengthen 28 Jewish organizations by helping them build endowment through bequests Develop institutions’ skills.
Legacy Giving Building Blocks A Simple Approach to Attracting Long-Term Support Money for Our Movements August 13, 2010 Greg Lassonde, CFRE Legacy Giving.
NACCDO Benchmarking Webinar December 4, Noon ET.
MODEL FOR MAJOR GIFT PROGRAMS A TEAM SPORT, NOT A SOLO SPORT! WALLY MOORE – EANES ISD EDUCATION FOUNDATION CONNIE PELPHREY – LEWISVILLE ISD EDUCATION FOUNDATION.
Data Driven Major Giving: How Analytics Can Move Your Prospects from Indifferent to Invested April 17, 2013.
The Osborne Group, Inc.1 MAJOR GIFTS AND CREATING ORGANIZATIONAL CAPACITY FOR FUND DEVELOPMENT GROWTH BBBS Large Agency Alliance January 22, 2005.
1 1 VERSION 1.0. “The Magical Number” Determining Ask Amounts for the It Just Takes One Campaign 2 VERSION 1.0.
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