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Annual Giving 2009

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Annual Giving 2009

  1. 1. Barbara Talisman www.3talisman.com www.talismantol.wordpress.com barbara@3talisman.com 312.733.7520
  2. 2. Barbara Talisman Barbara Talisman is President of Talisman Associates, Inc. Talisman Associates, Inc is a full service consulting firm working with public benefit corporations.The firm provides hands-on fund development assistance , leadership training and executive coaching to the independent sector. Barbara has been in the development field since 1983. Her experience ranges from corporate sponsorships and special events to board/membership development, grant writing and major gift solicitation as well as volunteer and staff development and training. She teaches a variety of fundraising topics and has been a guest speaker at conferences in North America, Europe the United Kingdom and Australia. Barbara began her development experience on the campaign trail for national and local political candidates. Her fund development experience began at the American Heart Association and continued at the Anti-Defamation League. Barbara has published articles in Fund Raising Management, Fundraising Success, Association Forum, Fund Raising Institute, Advancing Philanthropy and Clout and has been profiled in Entrepreneur Magazine, Today’s Chicago Woman, Crain's Chicago Business and Chicago Tribune. 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. 3. 1. Importance of diverse revenue 2. Donor base management 3. Board participation 4. Time line 5. Collateral materials 6. Internet options
  4. 4. Ultimate Gifts Capital, planned and endowment gifts Major Gifts Thru one-on-one cultivation and solicitation, larger involvement and investment, usually an upgrade from annual giving. Annual Gifts Point of Entry giving via direct mail, special events, raffle, annual appeal
  5. 5. Effective and Efficient Electronic databases Web-based Updating info Donor tracking Working your list
  6. 6. Involving the Board Make their gift first Their outreach Ways to make it easy
  7. 7. Q&A
  8. 8. Messages Donor interests Urgency The Ask Thank you Cultivation
  9. 9. Time Line Master calendar Snail Mail Email Website Social media Updates
  10. 10. Collateral Materials Letters Emails Response forms Thank yous Newsletters
  11. 11. Q&A
  12. 12. Using Social Media  Friends & Causes on Facebook  Followers on Twitter  Website/YouTube/ AddThis  Blog  Coordinate
  13. 13. Thank you! Follow the plan Engage the Board Use all the tools Call or write with any questions!
  14. 14. Stay in Touch! barbara@3talisman.com 3talisman.com Talisman Blog Making a Difference Radio @BTalisman Facebook

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