50 tips in 50 minutes on all things development!
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50 Tips in 50 Minutes On All Things Development! . Brought to you by: Mary Maxwell—Indiana University Simon Cancer Center Suzanne Teer —UCSF Helen Diller Family Comprehensive Cancer Center … with the generous help of friends and colleagues everywhere! Luncheon Sponsored by. - PowerPoint PPT PresentationTRANSCRIPT
50 Tips in 50 MinutesOn All Things Development!
Brought to you by:Mary Maxwell—Indiana University Simon Cancer Center
Suzanne Teer—UCSF Helen Diller Family Comprehensive Cancer Center
… with the generous help of friends and colleagues everywhere!
Luncheon Sponsored by
1 out of 50Capture contact information of
3rd Party Event attendees
2 out of 50Establish 3rd Party Event Policies and Procedures (visit NACCDO website)
3 out of 50
Acknowledge
3rd Party Events
via social media
4 out of 50Face to Face meetings are the most effective
5 out of 50Don’t outnumber your prospect(s) in meetings
6 out of 50Steward planned gifts just like you would current
major gifts
7 out of 50
Take advantage of holiday themes with tailored solicitations!
8 out of 50Use photos and images to tell a story and help
make your case
9 out of 50Follow up direct mail letters with an
email ask
10 out of 50Have routine appointments scheduled with
faculty and stick to them
11 out of 50Personalize acknowledgement letters
and choose a signer who would be most meaningful to the donor
12 out of 50
Leverage existing events to cultivate
prospects
13 out of 50
Make it standard to develop
professional, written proposals for major
gifts
14 out of 50Set stewardship standards for different
levels of the gift pyramid
Source: Ole Miss Athletic Foundation Website - http://www.olemisssports.com/sports/umaaf/spec-rel/vaught-society.html
15 out of 50Set up a stewardship tickler system so nothing
slips through the cracks
16 out of 50
Establish goals for each event;
everything you do should contribute to
those goals
17 out of 50Be creative, thoughtful, and personal with
stewardship and gifts
18 out of 50Create your follow up plan before the event and
be ready to execute the day after
19 out of 50Respond to emails within 24 hours
20 out of 50Deliver a welcome gift to each new member of
your planned giving society—in person if possible!
21 out of 50
Host an annual tea or luncheon for
members of your planned giving
society
22 out of 50
Send a welcome letter/packet to
every new donor
23 out of 50Call to thank all donors at $1,000+
Thank you for your generosity and support of cancer research!
24 out of 50Prioritize your top 25 prospects and develop a written strategy for each with next steps and
timeline
25 out of 50Create a written agenda for every faculty meeting
26 out of 50Follow up, follow up, follow up
27 out of 50
Develop written briefings to prepare
for each prospect meeting
28 out of 50Provide quarterly reports to faculty of all
giving to their program
29 out of 50Invest in thorough, effective onboarding of new
development officers
30 out of 50Monitor your outstanding pledges; follow up on
payments religiously
31 out of 50
Set fundraising goals and monitor progress toward
your goals monthly
32 out of 50Set up a system to ensure gift funds are being
spent—we must be good stewards of our donors’ gifts!
I have $50,000 in my fund but I need $10,000 to start this
pilot.
33 out of 50Report on the impact of gifts, not just how the
money was used
We must let Mr. Doe know that because of his gift we are now
going to clinical trial!
34 out of 50Even junior faculty members have friends and family who may be willing to jumpstart their
careers with a major gift.
I have a lawyer friend who would be interested in
this…
35 out of 50The best information comes straight from the
source. Talk to prospects but validate with research.
36 out of 50Get to know the friends and family who
influence decisions made by the prospect
INNER CIRCLE
37 out of 50Start proposal development with permission
from the donor to proceed.
38 out of 50
Create a unique stewardship program for each principal gift
donor that incorporates routine
reporting on the impact of the gift.
39 out of 50Celebrate with each major gift donor and
include family and friends.
40 out of 50Don’t lose sight of your mission: Integrate
your cancer center vision into all components of the event
41 out of 50Introduce leadership to key event sponsors
42 out of 50Write a mid-year progress report to mid-level donors to keep them engaged in their areas of
interest.
Mid-year Report:July 1 – December 31
43 out of 50
Produce research updates to keep donors informed
44 out of 50Turn corporate event sponsorships into long-term donors by inviting CEOs to lunch twice
annually with your director. Name it a Corporate Leadership Council.
45 out of 50Develop a luncheon series and invite
corporate and foundation leadership in for one-hour programs to highlight
funding opportunities.
46 out of 50Know your superstar faculty and utilize them
in donor cultivation and stewardship activities.
47 out of 50Have leadership recognize faculty who
are involved in generating gifts
48 out of 50Don’t fit a square peg in a round hole:
Capitalize on your employees strengths
49 out of 50Plan B – Always have alternative plans. Be
proactive by determining the “what ifs” throughout the planning process.
50 out of 50
Develop an event summary form which
holds all event information and be
sure all staff involved have a copy. This
ensures everyone is well informed and
eliminates overlooking details.
Thank you for joining us!