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archiAAD 640, Unit 7: Major Giving

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UK Arts Administration

on 6 October 2017

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Transcript of archiAAD 640, Unit 7: Major Giving

Unit 7:
Major Gifts
1. The purpose of a major gifts program
2. Types of major gift campaigns
3. Six Pillars for Successful Major Gift Campaigns
Major gift campaigns
A. Identify and research prospective donors
B. Qualify prospects
C. Cultivate identified prospects
Delegating specific prospective donors to specific staff or volunteer leaders
Recording relevant contact information including: responsible staff member, donor, date, reason for contact, materials sent, results, follow-up date
Scheduling follow-up contact
D. Involve prospects
E. Ask prospects
Provide comprehensive volunteer solicitor training
An introduction to the organization and its history
The mission, vision, and purpose of the organization
The organization's functional areas
A thorough explanation of campaign plans and case statements.
Preparing appropriate campaign materials and proposals, including prospect profiles, recommended ask amount and ask strategy for each donor
Matching the right volunteers with the right prospects
Reporting successes promptly with appropriate fanfare
Information management, with regular reports
Preparing letters, memos, etc. for volunteer use
Invitations to cultivation events, and follow-up
Gently applied pressure as needed to complete assignments by deadlines
Offering help at all times
Preparing staff and volunteers who ask for gifts with additional information, as needed.
F. Sincerely acknowledge
Lexis-Nexis
Dun & Bradstreet
Federal Election Commission
Section 527 Political Organizations
Guidestar Foundations
Guidestar Board of Directors
WealthID Securities Match
Marquis Who’s Who
Market Guides
Pension Records
internal giving database
College/university/hospital/museum giving
Numerous annual reports
Donor listings
C. Cultivate identified prospects
C. Cultivate identified prospects
Delegating specific prospective donors to specific staff or volunteer leaders
Recording relevant contact information including: responsible staff member, donor, date, reason for contact, materials sent, results, follow-up date
Scheduling follow-up contact
Delegating specific prospective donors to specific staff or volunteer leaders
Recording relevant contact information including: responsible staff member, donor, date, reason for contact, materials sent, results, follow-up date
Scheduling follow-up contact
An introduction to the organization and its history
The mission, vision, and purpose of the organization
The organization's functional areas
A thorough explanation of campaign plans and case statements.
An introduction to the organization and its history
The mission, vision, and purpose of the organization
The organization's functional areas
A thorough explanation of campaign plans and case statements.
Preparing appropriate campaign materials and proposals, including prospect profiles, recommended ask amount and ask strategy for each donor
Matching the right volunteers with the right prospects
Reporting successes promptly with appropriate fanfare
Information management, with regular reports
Preparing letters, memos, etc. for volunteer use
Invitations to cultivation events, and follow-up
Gently applied pressure as needed to complete assignments by deadlines
Offering help at all times
Preparing staff and volunteers who ask for gifts with additional information, as needed.
Preparing appropriate campaign materials and proposals, including prospect profiles, recommended ask amount and ask strategy for each donor
Matching the right volunteers with the right prospects
Reporting successes promptly with appropriate fanfare
Information management, with regular reports
Preparing letters, memos, etc. for volunteer use
Invitations to cultivation events, and follow-up
Gently applied pressure as needed to complete assignments by deadlines
Offering help at all times
Preparing staff and volunteers who ask for gifts with additional information, as needed.
Preparing appropriate campaign materials and proposals, including prospect profiles, recommended ask amount and ask strategy for each donor
Matching the right volunteers with the right prospects
Reporting successes promptly with appropriate fanfare
Information management, with regular reports
Preparing letters, memos, etc. for volunteer use
Invitations to cultivation events, and follow-up
Gently applied pressure as needed to complete assignments by deadlines
Offering help at all times
Preparing staff and volunteers who ask for gifts with additional information, as needed.
“I gave $50,000. Won’t you join me?”, or “Us financial advisors need to support our local nonprofit organization”.
“I gave $50,000. Won’t you join me?”, or “Us financial advisors need to support our local nonprofit organization”.
“I gave $50,000. Won’t you join me?”, or “Us financial advisors need to support our local nonprofit organization”.
“I gave $50,000. Won’t you join me?”, or “Us financial advisors need to support our local nonprofit organization”.
"No benefits were provided to the donor by (organization name) in consideration of this gift."
"No benefits were provided to the donor by (organization name) in consideration of this gift."
"No benefits were provided to the donor by (organization name) in consideration of this gift."
F. Sincerely acknowledge
Full transcript