Jim and Mimi, Part 2: Preparing for the Meeting
How do you best prepare for the conversation the Dean has asked you to have with Jim and Mimi? Part 2 of 3.
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Major Gifts
A Sticky Situation: The Solution
There are many examples of heirs being surprised by charitable gifts and challenging the legitimacy of these gifts, accusing the organization of exerting undue influence. Help avoid potential problems for your organization.
A Sticky Situation
As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?
Prospect Research for Small Shops with Cecilia Hogan
Cecilia Hogan has been leading the prospect research effort at the University of Puget Sound for 20 years. Listen to her speak about prospect research and how smaller organizations can incorporate a little bit of research into their fundraising program to maximize their major gifts.
Have You Heard This?
Are you asking big enough questions? Have you heard the following from any of your donors or prospects recently?
Why Use An Asset to Give a Gift? ANSWER
The Answer:
A., B., C. and D are ALL true.
There are lots of great reasons donors give assets and here are just 4 of them.
Why Use An Asset to Give a Gift?
Which of the following might be good reasons for a donor to use an asset to make a major gift to your organization?
Sample Gift Agreement: Capital Gifts
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is _______________________, and _______________________, a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).
Sample Gift Agreement: Endowments
PLEASE NOTE: This is only a sample, and is presented as such for your reference. It is not to be reproduced.
THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _________________________ (the “Donor”) whose current primary address is ___________________________, and __________________________, a tax exempt, non-profit organization located in ______________, _________________(the “Charity”).
Gift Agreements for MGOs
Gift agreements should be a critical part of your major gifts program. They prevent misunderstandings and are a wonderful way to show your donor how important they are to your organization.