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.

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.

Estate Planning: Questions to Ask

Let's examine the questions you need to have handy when you sit down with a donor prospect to discuss the possibility of making a gift via their estate plan. Of course, equally important to the conversation is how you frame these questions, and having a handle on what information you can provide that may allow them to consider including your organization in their estate.

1. Is your donor prospect's estate plan current?

Also, be prepared to answer questions from the donor about whether you yourself have a current estate plan.

Real Estate: Questions to Ask

You ask your donor the Perfect Question, and when you do, they inform you that they no longer use their condo in Florida, and as such want to get rid of it. With a little more conversation, you find that they're interested in learning more about how to use the condo to make a difference for your organization. 

In determining if the condo will make a smart gift for your organization and your donor, there are a number of questions that you need to have answered: 

1. What is the property type?