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Barbara Talisman
       www.3talisman.com
  www.talismantol.wordpress.com
    barbara@3talisman.com
           312.733.7520
Barbara Talisman
       Talisman Associates, Inc . is a full service consulting firm working with nonprofit
           org...
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 py...
1.   Identify/Investigate
2.   Information
3.   Interest
4.   Involve
5.   Investment
Identify




Investment                        Information




     Involvement              Interest
Q&A
Ultimate donors
    Endowed/Capital
    Gifts 20-80 rule


   Major Gifts

Annual Fund/Direct
   Mail/Events
Annual Fund


Major Gifts

  Capital
   Gifts
Ladders have rungs

Fundraising is about the
donor…they can climb
up/down as they need/want

More donors RETAINED
than in ...
Q&A
How we are finding donors
How donors are finding us
Social media
Access to information
Communication
Next generation
Aging...
Thank you!

             barbara@3talisman.com
             3talisman.com
             Talisman Thinking Out
             ...
Five I's presentation
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Five I's presentation

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Five I's presentation

  1. 1. Barbara Talisman www.3talisman.com www.talismantol.wordpress.com barbara@3talisman.com 312.733.7520
  2. 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. 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. 4. 1. Identify/Investigate 2. Information 3. Interest 4. Involve 5. Investment
  5. 5. Identify Investment Information Involvement Interest
  6. 6. Q&A
  7. 7. Ultimate donors Endowed/Capital Gifts 20-80 rule Major Gifts Annual Fund/Direct Mail/Events
  8. 8. Annual Fund Major Gifts Capital Gifts
  9. 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! www.sofii.org
  10. 10. Q&A
  11. 11. How we are finding donors How donors are finding us Social media Access to information Communication Next generation Aging donors
  12. 12. Thank you! barbara@3talisman.com 3talisman.com Talisman Thinking Out Loud Blog Making a Difference Radio @BTalisman Facebook

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