Send the link below via email or IMCopy
Present to your audienceStart remote presentation
- Invited audience members will follow you as you navigate and present
- People invited to a presentation do not need a Prezi account
- This link expires 10 minutes after you close the presentation
- A maximum of 30 users can follow your presentation
- Learn more about this feature in our knowledge base article
2013 Pre-Conference Workshop
Transcript of 2013 Pre-Conference Workshop
Through Moves Management
Tracking and planning your donor interactions
Reporting your progress to others at your institution
Selecting, cultivating, soliciting and stewarding your donors efficiently
A series of initiatives or moves to develop
each prospect's awareness of, knowledge of, interest in involvement with, and commitment to the institution and its
The Process –
Six Key Steps
Plan the most
beneficial next moves (donor-centered)
check plans with others involved
to the individuals involved and track your interactions
Success is based on
Robert Stein, CFRE, CEO
Lisa Ondak, Senior Consultant
PMDMC Pre-conference Workshop
July 10, 2013
From Major Giving
Welcome and Introduction
Best Possible Outcome
5. Community responsibility/pride
4. Regard for leadership
3. Fiscal stability of institution
2. Respect for institution locally
(Jerold Panas, Mega Gifts)
Building the Case
1. Belief in mission, vision and values of the organization
How do we create a case that inspires donors to invest in our organization?
Moving from A to B
Beginning, middle and end
Who is the solution?
The AIDA formula
Telling Your Story
A Memorial to Public Media
If public media didn’t exist in five years, how would it be remembered?
Understanding of strategic plans
An Entry Point to Philanthropic Giving
Creating Your Campaign
Change Your Thinking
Your First Steps
Where are We Going?
True major gifts
Constant promoter who believes in MVV
Make the organization a priority
Lead by example
Make the most generous gift possible
Help with development planning and implementation
Serve as a community representative for the station
Finding the Right People
Capitalize on strengths
What is your commitment?
Review donor’s files
What you are trying to accomplish?
Determine who is going
Prepare to listen
Introduce, thank, engage,
explain, build, cite examples
answer, address objections,
follow up, thank you
then be quiet
Answer any questions
Send follow up materials
Plan next steps
Fundraising is how we give people opportunities to act on their values. People don't want to give away money. They want to invest in great causes, in bold and exciting dreams.
Talking with Our Donors
Ernie Post and Reva Tyler
Break into two groups
15 minutes to review profiles
Two designated solicitors from each group
Each role play is a face-to-face ask
Teams have 10 minutes to complete objective
What was effective?
What techniques were less successful?
What would you do differently?
Preparation and Planning
What is major giving?
What is Moves Management?
Why Do Donors Give?
From "Seeing Through a Donor's Eyes" by Tom Ahern