1. The Major Gifts Challenge Major Gifts for Small Shops Amy Eisenstein, ACFRE Tri Point Fundraising www.tripointfundraising.com Twitter @amyeisenstein Facebook.com/Tripointfundraising For Free Fundraising Tips (and 2 free eBooks): Text NONPROFIT TO 22828 Amy Eisenstein www.tripointfundraising.com

2. Why Major Gifts? Amy Eisenstein www.tripointfundraising.com

3. How Big is Major? Amy Eisenstein www.tripointfundraising.com

4. Do You Have a Fundraising Board? Amy Eisenstein www.tripointfundraising.com

5. Fundraising Cycle STEP 1: Identification Step 2: Cultivation Step 3: Solicitation Step 4: Stewardship Fundraising Cycle Amy Eisenstein www.tripointfundraising.com

6. Step 1: Identification Amy Eisenstein www.tripointfundraising.com

7. Is she a good prospect? Amy Eisenstein www.tripointfundraising.com

8. Capacity Rating 1 = Gift Size: $100,000 + 2 = Gift Size: $10,000 - $99,999 3 = Gift Size: $1,000 - $9,999 4 = Gift Size: Under $1,000 Amy Eisenstein www.tripointfundraising.com

9. Inclination Rating A = Very Engaged/Interested B = Moderately Engaged/Interested C = Mildly Interested (Not Engaged) D = Interest Unknown Amy Eisenstein www.tripointfundraising.com

10. Identify Top 20 Prospects Amy Eisenstein www.tripointfundraising.com

11. Step 2: Cultivation Amy Eisenstein www.tripointfundraising.com

12. Getting the 1 st Meeting Amy Eisenstein www.tripointfundraising.com

13. Cultivation Plan MonthActivityResponsible Party JanuaryTourDOD FebruaryCoffeeED & Board Member MarchNewsletterDOD AprilEvent InviteDOD MayGala TableED & Board Member SeptemberCoffeeED & Board Member DecemberHoliday CardExecutive Director Amy Eisenstein www.tripointfundraising.com

14. Stop and Listen: Ask Advice Amy Eisenstein www.tripointfundraising.com

15. Step 3: Solicitation Amy Eisenstein www.tripointfundraising.com

16. Cultivation Solicitation The Moment of Truth Amy Eisenstein www.tripointfundraising.com

17. Ask Language We would like to ask you to consider a gift in the range of $ _________ to support our _______ (programs or services). Ask Language Amy Eisenstein www.tripointfundraising.com

23. Step 4: Stewardship Amy Eisenstein www.tripointfundraising.com

24. Major Gifts Challenge 5 Hours per Week! Amy Eisenstein www.tripointfundraising.com

25. Accountability Partner

26. Eat Your Frog

27. Major Gifts Monday

28. The Major Gifts Challenge Pledge Amy Eisenstein www.tripointfundraising.com

29. Happiness = Productivity

30. How to Raise Major Gifts 1. Identify Prospects2. Build Relationships3. Ask: The Moment of Truth4. Express Gratitude5. Commit 5 Hours Per Week www.tripointfundraising.com How to Raise Major Gifts

31. Thank You! Amy Eisenstein www.tripointfundraising.com Amy Eisenstein, ACFRE Tri Point Fundraising www.tripointfundraising.com Twitter @amyeisenstein Facebook.com/Tripointfundraising www.tripointfundraising.com For 2 free eBooks: Text NONPROFIT TO 22828