Are you Ready for Major Gifts?

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Are You Ready to Solicit Major Gifts?

Major gifts can fund important programs and solidify your financial base. In fact, major gifts should be an important part of your overall fundraising strategy. Do you have the right processes in place to be successful?

Perhaps you are just beginning with major gift asks, or the idea of major gifts is overwhelming. The good news is the return on your investment of time and energy is much higher in major gifts than special events and mailings. The even better news is that summer is a great time to step out of the office and spend one hour to learn the important steps for major gifts fundraising and how it fits into your overall development plan.

About the Presenter

Kristina E. Jones, M.A., CFRE is President of Stronger Organizations, LLC (www.StrongerOrganizations.com) a full-service consulting firm working with organizations to ready organizations for their optimum impact. When you seek the tools and resources to improve the success of your organization, her capacity building expertise includes assistance with organizational development, organizational communications, marketing, community engagement strategies and facilitation. As a frequent presenter, trainer and facilitator; participants have given accolades for her engaging style of applying theory to practice through experienced storytelling.

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  • Are You Ready to Solicit Major Gifts?Major gifts can fund important programs and solidify your financial base. In fact, major gifts should be an important part of your overall fundraising strategy. Do you have the right processes in place to be successful? Perhaps you are just beginning with major gift asks, or the idea of major gifts is overwhelming. The good news is the return on your investment of time and energy is much higher in major gifts than special events and mailings. The even better news is that summer is a great time to step out of the office and spend one hour to learn the important steps for major gifts fundraising and how it fits into your overall development plan. About the PresenterKristina E. Jones, M.A., CFRE is President of Stronger Organizations, LLC (www.StrongerOrganizations.com) a full-service consulting firm working with organizations to ready organizations for their optimum impact. When you seek the tools and resources to improve the success of your organization, her capacity building expertise includes assistance with organizational development, organizational communications, marketing, community engagement strategies and facilitation. As a frequent presenter, trainer and facilitator; participants have given accolades for her engaging style of applying theory to practice through experienced storytelling.
  • Example graph/chart.
  • Example graph/chart.
  • Based on Fundraising Budget
  • Based on Fundraising Budget
  • Based on a Fundraising Budget
  • Based on a Fundraising Budget
  • Based on Fundraising Budget
  • Mine Your Database – Donors who consistently give $25 or more a year
  • Mine Your Database – Donors who consistently give $25 or more a year
  • Eat the Elephant… one bite at a time
  • Mine Your Database – Donors who consistently give $25 or more a year
  • Are you Ready for Major Gifts?

    1. 1. Presented by: Kristina E. Jones, M.A., CFRE www.StrongerOrganizations.com Hosted by:Thursday, June 21, 2012
    2. 2.  What are Major Gifts?  Are You Prepared?  Cultivating Major Donors  Next Stepswww.StrongerOrganizations.com
    3. 3. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5%www.StrongerOrganizations.com
    4. 4. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5%www.StrongerOrganizations.com
    5. 5. Legacy Major Annual Occasional (Event Participants)www.StrongerOrganizations.com
    6. 6. www.StrongerOrganizations.com
    7. 7. www.StrongerOrganizations.com
    8. 8. Total Fundraising Annual Cumulative Giving/Donor Income Low Middle Major Small= under $1 M $1 - $499 $500 - $4,999 $5,000 and up Mid = $1 M - $10 M $1 - $9,999 $10,000 - 24,999 $25,000 and up High = over $10 M $1 - $14,999 $15,000 - 99,999 $100,000 and upwww.StrongerOrganizations.com
    9. 9. www.StrongerOrganizations.com
    10. 10. Total Fundraising Annual Cumulative Giving/Donor Income Low (.0499%) Middle (.499%) Major (.5% & up) Small= under $300,000 $1 - $149 $150 - $1,499 $1,500 and up Mid = under $500,000 $1 - $249 $250 – $2,499 $2,500 and up High = under 750,000 $1 - $375 $380 -$3,749 $3,750 and upwww.StrongerOrganizations.com
    11. 11. Review Gifts by Individuals – Last 5 Years 5 Largest Gifts Consistency of Large Gifts?www.StrongerOrganizations.com
    12. 12.  Is Your Organization Ready?  Apply some logic…www.StrongerOrganizations.com
    13. 13. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donorswww.StrongerOrganizations.com
    14. 14.  Your History  Your Success  Opportunities for Supportwww.StrongerOrganizations.com
    15. 15.  Stats of Agency & Programs  Who’s Involved  Ways to Givewww.StrongerOrganizations.com
    16. 16. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donorswww.StrongerOrganizations.com
    17. 17. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donorswww.StrongerOrganizations.com
    18. 18. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donorswww.StrongerOrganizations.com
    19. 19. Board Engagement Executive Donors Director/Key Staff Advisory Volunteers Board/Key Stakeholderswww.StrongerOrganizations.com
    20. 20.  Mine Your Database  Gift Clubs  How do you publicize  Plan for Personal Visitswww.StrongerOrganizations.com
    21. 21. Visionary • $5,000 and above Founder • $ $2,500 - $4,999 Leader • $1,000 - $2,499 Benefactor • $500 - $999 Partner • $250- $499 Contributor • $100 - $249 Friend • Up to $99www.StrongerOrganizations.com
    22. 22. www.StrongerOrganizations.com
    23. 23. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00www.StrongerOrganizations.com
    24. 24. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00www.StrongerOrganizations.com
    25. 25. Blackbaud https://www.blackbaud.com/ Gift Range company/resources/giftrange/ Calculator giftcalc.aspxwww.StrongerOrganizations.com
    26. 26. "If you dont know where you are going, you will wind up somewhere else." Source: Yogi Berrawww.StrongerOrganizations.com
    27. 27. Type of Goal Q1, Q2, Q3, Strategy Assignment Deadline Fundraising Amount Q4 (Actions, Person Responsible) Major Gifts Annual Giving Corporate Sponsors Grants Planned Giving E-Giving Eventswww.StrongerOrganizations.com

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