the sky’s the limit! how to build a rockin’ major gifts program from scratch

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The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch ArroyoFundraising.com August 7, 2014 Hosted by Bloomerang

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Kathie Kramer Ryan will outline seven steps to starting (or improving!) a successful major gifts program. You’ll learn how to plan and prepare, what to say during a solicitation visit, and how to follow up to maximize donor cultivation and stewardship.

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Page 1: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

The Sky’s the Limit!�How to Build a Rockin’ Major Gifts Program from Scratch

ArroyoFundraising.com

August 7, 2014 Hosted by Bloomerang  

Page 2: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Kathie Kramer Ryan, M.S. ArroyoFundraising.com

ArroyoFundraising.com

@KathieKRyan Facebook.com/ArroyoFundraising  

Page 3: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

About You

New to major gifts? Nonprofit sector?

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Page 4: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Why The Sky’s The Limit?

     

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Page 5: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

     

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Page 6: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

*Including family foundations; Giving USA�

87% of philanthropic dollars in U.S. donated by individuals*

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Major Gifts: 80% of funding

from 20% of donors  

Page 7: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

   

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1      Assess  

2              Plan  

3  Prospect  

4  Cul4vate  

5  Prepare  

6                Ask  

7        Thank  

Page 8: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

What is a major gift?  

 

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Page 9: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Source:  StrongerOrganiza4ons.com    

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Total Fundraising Income

Annual Cumulative Giving Per Donor

Minor Gifts Mid-Level Gifts Major Gifts

Under $1 Million $1 - $499 $500 - $4,999 $5,000 and up

$1 Million to $10 Million $1 - $9,999 $10,000 - $24,999 $25,000 and up

Over $10 Million $1 - $14,000 $15,000 - $99,999 $100,000 and up

Page 10: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Your Donor Database Major gift for your

organization    

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Page 11: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

STEP 1: Assess Where You Are

   

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Page 12: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

What makes a good Case for

Support?      

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Page 13: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

     

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Gift Acceptance

Policy

Page 14: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Donor Tracking System

Rolodex image credit: http://bit.ly/zWxn4Q

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Page 15: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Process to Acknowledge

Donors You’re

amazing!

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Thanks!!!

Thank you!

You’re the best!

Page 16: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

The Right People

   

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Page 18: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

STEP 2�Make a Plan

   

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Page 19: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Gift chart to raise $200,000

   

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 Image  credit:  clker.com  

Database Reports�Highest Donors�

Most Loyal Donors�

STEP 3�Your Major Gift Prospect List

Page 21: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Qualify Prospects

   

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Interest  (Affinity)  

Ability

(Capacity) Linkage

(Closeness)

Page 22: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

   

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1      Assess  

2              Plan  

3  Prospect  

4  Cul4vate  

5  Prepare  

6                Ask  

7        Thank  

Page 23: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

STEP 4 Cultivate Your

Prospects    

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Page 24: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Sample Cultivation Plan

     

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STEP 5: Prepare for the Ask

1. Reason for meeting 2. Who/what 3. Donor Qs 4. Ask amount  

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How Much?

What?

Who? How Many?

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STEP 6 Ask for a Gift

Photo  credit:  mchenry.com.au  

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Page 27: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

The Ask Conversation 1.  Small  talk/warm  up  2.  Thank  3.  Opportunity  4.  Involve  your  prospect  5.  ASK  6.  Be  quiet!  7.  NegoHate,  answer  Qs,  close    

   

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Page 28: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

Image  credit:  bethlehem-­‐church.org  

STEP 7 Thank and Steward

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Page 29: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

   

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1      Assess  

2              Plan  

3  Prospect  

4  Cul4vate  

5  Prepare  

6                Ask  

7        Thank  

Page 30: The Sky’s the Limit! How to Build a Rockin’ Major Gifts Program from Scratch

My gift to you: A step-by-step guide,

“Conquer Your Fear of Asking for Money”

ArroyoFundraising.com/giK    

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