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To Infinity and Beyond: Inspiring Large Annual Restricted Gifts

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by

Robert Stein

on 19 September 2018

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Transcript of To Infinity and Beyond: Inspiring Large Annual Restricted Gifts

USE THE
BUILDING BLOCKS
TO CREATE
ANY KIND OF CHARTS:
THE BEGINNING
Membership
Many gifts
The underpinning of individual giving
The envy of other nonprofits-- the megaphone effect
The disembodied relationship
Moving Up

Donor Interaction
Direct mail
Giving clubs
Events
Tours of station
Donor Plan

Truly Connecting
Cultivation
Calls
Donor visits
Meaningful interactions
Engaged boards/advisory committee
Progressively larger asks
Stewardship
Capital Campaigns

Retricted Gifts on Steroids
Deadlines
Rapid moves
Volunteer leadership
Active fundraising committees
Utilizing sophisticated tools
Multi-year commitments
Focus on stewardship
Projects
Ongoing Support
Buckets
Transparency
Minimum threshold
Balancing donor needs with undo donor influence
Strategic planning
Foundations
Stewardship as fundraising
Our Recommendations
Listen to your donors
Can you afford to raise money for projects?
Are you able to build towards an estate giving conversation?
Are you committed to the longevity of the project?
Have you an institutional case based on a vetted strategic plan?
Is a naming opportunity forever?
To Infinity and Beyond
Inspiring Large Annual Restricted Gifts
Robert Stein, Principal, MajorGiving.com
Lisa Ondak, Senior Consultant, MajorGiving.com
Pam Malumphy, Executive Director of Development and Major Gifts, New England Public Radio

Pam Malumphy, New England Public Radio
• Think broadly
• Act specifically
• Organize simplistically

Buckets:

Transparency:

Share the vision
Develop language that speaks to the broad needs of the station
Be willing and ready to report back to donors


Minimum Threshold:

It’s really okay to create specific giving levels
Stick to them!
Opportunity to engage and educate your donors

Balancing Donor Needs:

Really listen to your donors’ interests
Describe needs of the station
Discuss how needs can creatively intersect as opposed to colliding


Strategic Planning:

Bringing the buckets to life
Involving staff, board, and key stakeholders
Yes, there are always monetary goals but don’t forget about timeline goals

Foundations:

Importance of broadening support through major giving that includes Foundations
Can you afford (or afford not to) to hire a grants writer?
Foundation applications provide teachable moments as they ask us to really stop and think why we are choosing to pursue an initiative and how will we measure its success

Stewardship:

You work hard to turn a donor into a major donor….don’t lose them by forgetting about them!
What are you doing every month with your mail files to personalize them?
What are those inexpensive or completely no-cost perks you can provide a donor?

Prezi Link: http://tinyurl.com/gte88rd
Full transcript