Conducting A Successful Major Gifts And Planned Giving Program

Conducting a Successful Major Gifts and Planned Giving Program— the fifth volume in the groundbreaking Dove on Fundraising Series—is a complete guide to establishing and sustaining a major gifts and planned giving program in a nonprofit organization. Written by master fundraiser Kent E. Dove and coauthors Alan M. Spears and Thomas W. Herbert, this essential resource includes the information needed to build a viable major gifts and planning giving program and offers a clear understanding of the law as it pertains to a variety of planned giving. The authors address the full spectrum of major gifts and planned giving principles, including research, cultivation, solicitation, and stewardship. Conducting a Successful Major Gifts and Planned Giving Program describes how to involve a governing board in the program and craft a gift acceptance policy. It also outlines how to manage the program, develop a budget, set goals, define what resources are needed, and determine when to use consultants. Conducting a Successful Major Gifts and Planned Giving Program also includes a resource section that contains a wealth of illustrative real-world examples.

This book is the premier resource that will provide all you need for successful development of your planned giving programs.

The complete resource for fundraisers in any nonprofit organization! Conducting a Successful Fundraising Program outlines a unique approach to successful fundraising and features an exhaustive resource section that includes actual organization publications, direct mail samples, model case statements, telemarketing scripts, special events check-lists, and more. This all-in-one resource covers all the traditional elements of fundraising--including annual giving, major gifts and planned giving, corporate and foundation relations, prospect research and management, and fundraising literature and promotions--as well as current issues such as gift administration, technology, and the use of consultants and paid solicitors in the solicitation process. Dove identifies the ten prerequisites that predict success in fundraising and then leads the reader step-by-step through every phase of the fundraising process, and provides specific advice on the elements crucial to any program's success.

Are you a non-profit leader or manager who wants to know how to effectively lead your mid, major or planned giving team? Or, are you someone who aspires to be a non-profit leader and you're searching for knowledge on how major gift programs work? This book is for you. Richard Perry and Jeff Schreifels, after writing their highly successful first book, It's Not JUST About the Money, which helped thousands of non-profit's launch their major gift programs have now written their second book, "It's Not JUST About the Donor", the ultimate leadership and management guide in how to lead a successful major gift program. This book has been called a manifesto on how leadership and management can support mid, major and planned giving teams to successfully build authentic relationships with donors. This book will inspire you to become the supportive leader and manager your staff need in order for them to be successful and it gives you all the tools to do it! Your soul will be uplifted while your brain will be filled with practical knowledge for how to lead your team and execute strategies that will lead to more NET revenue for your mission.

Amy Eisenstein guides you, in only five hours a week, to safely and surely meet the challenges of getting your organization ready for major gift fundraising, all the way up to that all-important ask--and beyond. If you've been in fundraising for any length of time, you've no doubt heard of the "90/10 Rule." In its simplest terms, it means that 90 percent of the funding comes from 10 percent of our donors. Yet far too often, the majority of our time is spent focused on low-yield fundraising activities, such as events. Amy argues that the key to successful long-term, sustainable fundraising lies in dramatically increasing your fundraising income from individual donors. And savvy fundraisers will do well to heed her advice. But how can you get started? With Amy at the helm, guiding you in developing your organization's major gifts program, you'll find it's absolutely doable. Amy doesn't pull any punches. She makes it clear, if you're going to succeed in major gifts, that everyone will need to be on board and that effective and consistent fundraising training is a must. It's a commitment. Throughout the book, she explains key fundraising concepts, the difference between major gifts and capital campaigns, how to determine exactly what constitutes a major gift for your organization, the importance of gift acceptance policies, job responsibilities for your major gift team, the role of online fundraising in major gifts fundraising, the role of direct mail, maintaining your database, and more. In short, she cuts to the chase to show you that major gift fundraising is something that, yes, you can do. It just takes focus and Amy's know-how, marvelously outlined within these pages. Part One-- You Can Raise Major Gifts in Only Five Hours per Week! Chapter One: The Secret to Successful Fundraising: Creating a Culture of Philanthropy and Professionalism at Your Organization Chapter Two: Creating Your Strategy Chapter Three: The Secret Weapon of Major Gifts: Engaging Your Board Chapter Four: Creating an Army of Advocates and the Role of Social Media Chapter Five: What Does Bulk Mail Have to Do with Major Gifts? Part Two-- Are You Ready to Ask for a Major Gift? Preparing to Ask Chapter Six: Who Will You Ask for Major Gifts? Chapter Seven: Researching Your Prospects: The Fine Line between Professional and Creepy Chapter Eight: The Art and Science of Getting a Meeting: How to Meet With People You Know--and with People You Don't Chapter Nine: How to Build Deeper Relationships with Major Gift Prospects Part Three-- The Moment of Truth: Asking and Beyond Chapter Ten: Get Ready to Ask Chapter Eleven: The Moment of Truth (Time to Ask) Chapter Twelve: More Than Simply Thank You Part Four-- Taking Your Organization to the Next Level Chapter Thirteen: Considering a Capital Campaign? Chapter Fourteen: Can a Small Shop Really Do Planned Giving? Chapter Fifteen: Moving on Up: Taking Your Organization to the Next Level

Boost Your Nonprofit's Success! Written by a sterling group of experts for their nonprofit peers, Major Donors: Finding Big Gifts in Your Database and Online supplies all types of nonprofit organizations with the best strategies for navigating the ever-changing world of fundraising on the Internet. Truly international in its examples, research, advice, and knowledge, this book is rich with avenues and ideas about approaching prospective givers--and generous with cross-cultural tips about conducting cultivation and solicitation in various countries. "At last, a practical book that helps us move our thinking in the critical future area of major gift fundraising. As one of the oldest techniques in the fundraiser's armory, we have sat for too long using the same frameworks and techniques; this book offers new thinking, new insights, and new approaches that will help fundraisers harness the potential of the growing band of high-net-worth individuals within their country and internationally. This book is packed with up-to-the-minute, practical information that will enhance existing major gift programs as much as it will help beginners get their head around where to start." --Tony Elischer, Managing Director, THINK Consulting Solutions "Institutional advancement is a deeply personal process that requires in-depth understanding of our supporters, to the degree to which specific aspects of our own priorities reflect our donors' personal aspirations and interests. Prospect research is indispensable to this process and to identifying possible supporters from thousands of possible donors--it would have been impossible for the University of Toronto campaign to have succeeded in the absence of our investment in prospect research." --Dr. Jon S. Dellandrea, Pro-Vice-Chancellor, Development and External Affairs, University of Oxford "Major Donors offers some of the best advice from some of the world's leading prospect researchers, and it will help you to become a much better fundraiser. It is a great resource and an important part of any fundraising library. When you follow the advice in this book, you will raise much more money." --Harvey McKinnon, President, Harvey McKinnon Associates author of Hidden Gold and How Today's Rich Give, and coauthor of the international bestseller The Power of Giving