Solicitation

Formalizing the Visit

Everyone's time is precious. Make sure you are getting the most out of your donor visits by clearly articulating the purpose of the meeting ahead of time.

Jim and Mimi, Part One: You Should Have Been There

Explore why it's important to have the development officer present at the solicitation. Part 1 of 3.

Providing an incentive to the donors in your organization will encourage them to give or even to increase their giving. Both “Challenge Gifts” and “Matching Gifts” are tools that have great potential for increased fundraising.

How to Make a Major Gift Visit with Gail Perry

Gail Perry is a nationally recognized fundraising guru. In this call, she takes us step by step through how to make a major gift call.

Parking the Car and Other Practicalities

How can you prepare and position yourself before and during meetings with prospects to maximize your opportunity for success? Let's take a look at some key rules that apply to every MGO.

We'll start by looking at rules for initial meetings, then look at meetings in an office setting, then the home setting, then a neutral location, and lastly look at ways to show respect, affection and interest to elderly donors.

THE INITIAL VISIT

I. Turn off your phone 15 minutes prior to the appointment

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.

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?

The Major Donor Visit Strategy

Often, the best way to have a productive visit is to have a written plan. Here are some ideas:

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”).