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.
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Major Gifts
Donor Upgrades Gift. Now What Do You Do?
At her recent meeting with Roger, Jenna asked him to consider joining other key supporters and to increase his giving to $10,000. We unpack how Jenna should respond.
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?
The Proposal
There is no single, "right" way to prepare a proposal, but there are guidelines that can enhance the chances for success.
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 is My Donor Thinking?
You can assume your donor is wondering all these things, whether they ask directly or not.
How Long for a Major Gift?
Once you have qualified a potential major donor prospect,
How long does it take before they make a major gift?
How many meetings or moves do you need to close the gift?
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.
Formality is Back
Prominent news magazines like Slate, Esquire, Forbes, Corp. Magazine have featured at least two articles in the past 12 months on table etiquette. The world of high net worth is returning to more formal settings. So we will too!