Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campaign.
Jacqueline was three years into her MGO career when she first met with Denise, an alumnus of the school of engineering, class of ’72. They began building a warm relationship, and Jacqueline considered Denise to be a prospect for a major gift.
You don't have to be an expert in charitable life income arrangements in order to help your donor. Check out this creative way that a savvy gift officer helped his donor to make a great gift.
As more and more of our major donors use Donor Advised Funds, it's our responsibility to have a confident understanding of this important tool.
Andrew walks us step-by-step through a qualifying visit including what it is, why it's important, what we're hoping to discover.
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?
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 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.
With a truly big “big ask,” how do you know whether the proposed request is appropriate?
The best requests for support involve asking your donor to consider four types of gifts in a single proposal.