Developing An Effective Major Gift Program

This publication contains 15 papers concerned with the establishment at colleges and universities of new major gift programs or the improvement of existing programs. The papers, all by development professionals in higher education, are as follows: (1) "An Introduction to the Major Gift Process" (Jon Cosovich); (2) "Strategic Management of a Major Gift Program" (David R. Dunlop); (3) "Developing Major Gift Staff" (Carol L. O'Brien); (4) "Setting Guidelines: Assessing and Directing Major Gift Staff for Optimal Results" (Don Myers); (5) "Prospect Research: Key Methods for Discovering and Targeting Donors" (John Gliha); (6) "Prospect Management: Tracking and Coordinating Information" (Carole W. Karsch); (7) "Prospect Identification and Assessment: Using Prospect Meetings and Peer Review" (Linda J. Marks); (8) "Using Volunteers in the Major Gift Program" (David G. Pond); (9) "Narrowing the Major Gift Market: Principal Gifts" (William F. Dailey, Lucretia L. Martin, and Dennis J. Caplis); (10) "An Effective Model of Principal Gift Program" (William H. Boardman Jr.); (11) "Developing Prospect Strategies" (Marjorie E. Millar); (12) "Factors of Engagement: Using Volunteer Committees and Special Events to Cultivate Donors" (Charlotte B. Heartt); (13) "Asking for Major Gifts" (A. H. "Bud" Edwards and William Outhouse); (14) "Major Gift Case Studies" (James W. Osterholt and Roger A. Meyer); (15) "Stewardship of Major Donors" (William R. Haden). Includes a bibliography of major donor research resources. (JB)

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 has the insightful and cost-effective techniques you can use today that will deliver tremendous returns for years to come.

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

Are you searching for the next big idea in fundraising to help your organization soar? It's actually right under your nose in your database. Major Donors. Right here, right now, you have the donors who have the capacity to give five, six, and yes, seven figure gifts. This book tells you how to find them, and what to do once you have them. Richard Perry and Jeff Schreifels tell you everything you need to do to take your organization to a new level of performance in major gifts. This book is packed with easy to implement ideas and strategies to create, build, and manage a robust major gift program. You won't put this book down. You'll be entertained and helped. You will learn how to create a culture that puts relationships with donors above everything else. You will be left inspired to succeed; because, ultimately, it's NOT just about the money.

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.

Overview Did you ever wonder how to finance a project? Here’s how you can do it. Content - Getting Ready for Grantseeking - Writing Letters of Inquiry - The Budget: Translating Your Story from Words to Numbers - The Summary, Titles, and Headings: Preparing - Site Visits and Beyond: Interacting with Funders - Your Marketing Copy - 90 days to success in fundraising - Fundraising software - Fundraising with Social Media - Expert hints and tips - And much more Duration 3 months Assessment The assessment will take place on the basis of one assignment at the end of the course. Tell us when you feel ready to take the exam and we’ll send you the assignment questions. Study material ​​​​​The study material will be provided in separate files by email / download link.

This book has the insightful and cost-effective techniques you can use today that will deliver tremendous returns for years to come.