Qualifying Potential New Major Donors with Andrew Brown
Andrew walks us step-by-step through a qualifying visit including what it is, why it's important, what we're hoping to discover.
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Beginning
Stand Out From the Competition
For every major donor prospect you are meeting with, there are likely 8 – 10 other organizations also considering that person. What are you bringing to your donors that differentiates you from others?
Having a Planned Giving Conversation with Renee Kurdzos
In this podcast, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.
Taking Notes During a Donor Meeting
Taking notes during a meeting can be a powerful way to improve your listening skills; this practice trains you to listen and interpret carefully the nuances of what is said.
Pre-Ask
Before making a big ask, how certain are you that this is the right project, amount, and time to make this request of this particular prospect?
Step Gifts
The Most Important Gift We Rarely Talk About
Step gifts, often referred to as a "test gifts," are one of the most important concepts we want you to take to heart.
Donor Upgrades Gift . . . Now What?
Jenna Smith is a major gift officer who has an established relationship with a long-time donor to her organization named Roger Sherman, who has made annual gifts in the $1,000 range for the past 10 years--some made via check, others via credit card.At her recent meeting with Roger ...
The Meeting
This meeting is little different from any other meeting you have previously had with the donor prospect; how are you going to control the environment and the flow of the meeting?
Introduction to The Ask Course
Your Reason for Being
It's time to focus on your reason for being here: you are taking the steps to secure resources in support of your organization's mission.
Often, articles and courses about gift requests have titles like, "How To Get Big Gifts." You won't find anything like that at Philanthropy Works. We have been doing this work a long time, and we know gifts are given, not acquired.
What Your Organization Expects from You
Let’s briefly delve into what your organization means when they tell you it is your responsibility to build relationships.