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Five I's presentation



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  • 1. Barbara Talisman 312.733.7520
  • 2. Barbara Talisman Talisman Associates, Inc . is a full service consulting firm working with nonprofit organizations. Barbara has been in the development field since 1983. She has experience in: • Corporate partnership • Special events • Board/membership development • Grant writing • Major gift solicitation • Volunteer/staff development and training • Executive coaching • Interim staffing and search Barbara is a highly rated speaker and has facilitated workshops in North America, Europe the United Kingdom and Australia. She has published numerous articles and writes weekly for her blog Talisman Thinking Out Loud. Barbara holds a Bachelor’s degree from Case Western Reserve University. She has continued her education through workshops and classes at BoardSource,The Institute for Charitable Giving,Vanderbilt University, Association of Fundraising Professionals (AFP) regional and international conferences and Indiana University School of Philanthropy. Barbara is an AFP Master Trainer.
  • 3. 1. What are the five I’s? 2. How to apply the five I’s 3. What makes the five I’s important 4. Fundraising pyramid 5. How has it changed? Questions along the way….
  • 4. 1. Identify/Investigate 2. Information 3. Interest 4. Involve 5. Investment
  • 5. Identify Investment Information Involvement Interest
  • 6. Q&A
  • 7. Ultimate donors Endowed/Capital Gifts 20-80 rule Major Gifts Annual Fund/Direct Mail/Events
  • 8. Annual Fund Major Gifts Capital Gifts
  • 9. Ladders have rungs Fundraising is about the donor…they can climb up/down as they need/want More donors RETAINED than in a pyramid Thanks to SOFII!
  • 10. Q&A
  • 11. How we are finding donors How donors are finding us Social media Access to information Communication Next generation Aging donors
  • 12. Thank you! Talisman Thinking Out Loud Blog Making a Difference Radio @BTalisman Facebook