This document provides an agenda and materials for a community philanthropy summit. The summit will cover topics like the philanthropic landscape, common sense fundraising lessons, and role playing fundraising asks. The agenda includes discussing how to identify prospective donors, cultivate relationships over time, and directly ask for donations. Fundraising strategies like thanking donors, telling compelling stories, and emphasizing individual giving are also covered. The goal is to help attendees learn effective ways to raise more money for their organizations and causes.
Men have been offering endowments to ladies. Blessings show love and warmth and can likewise flag appreciation. Foremostly, endowments have likewise been utilized from the beginning of time to show abundance, achievement, and force. Trust me, when you become an extraordinary blessing provider, your status and attractive quality as a sentimental accomplice increment dramatically. The main thing ladies love more than getting a significant blessing is indicating it off to their desirous companions. Giving your life partner a blessing and it develops the glow, trust, love, and closeness in your relationship, and even builds her profound respect for you.
How To Skate Through The Holidays And Keep Your Reputation IntactForbes
In this Forbes Bankable webinar, guest presenter Diane Gottsman shares simple holiday etiquette rules that can reduce your risk of committing a career-ending faux-pas
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
Session to teach the importance of blending people and money stories to raise more money, awareness and other support. Slides used by Lori L. Jacobwith, June 27, 2016, at Girls On the Run (#GOTR) Summit, Orlando, FL breakout session.
Tips for your end of the year donationsCarol Doane
The final minutes of the year are ticking by, but there is still time for an end of the year donation. Here's some useful considerations to make your gifts worthwhile.
Men have been offering endowments to ladies. Blessings show love and warmth and can likewise flag appreciation. Foremostly, endowments have likewise been utilized from the beginning of time to show abundance, achievement, and force. Trust me, when you become an extraordinary blessing provider, your status and attractive quality as a sentimental accomplice increment dramatically. The main thing ladies love more than getting a significant blessing is indicating it off to their desirous companions. Giving your life partner a blessing and it develops the glow, trust, love, and closeness in your relationship, and even builds her profound respect for you.
How To Skate Through The Holidays And Keep Your Reputation IntactForbes
In this Forbes Bankable webinar, guest presenter Diane Gottsman shares simple holiday etiquette rules that can reduce your risk of committing a career-ending faux-pas
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
Session to teach the importance of blending people and money stories to raise more money, awareness and other support. Slides used by Lori L. Jacobwith, June 27, 2016, at Girls On the Run (#GOTR) Summit, Orlando, FL breakout session.
Tips for your end of the year donationsCarol Doane
The final minutes of the year are ticking by, but there is still time for an end of the year donation. Here's some useful considerations to make your gifts worthwhile.
Taking the Fear of the “Ask” (What would John Wayne do?)sawacon2015
Fundraising can be frightening. In his session, “Taking the Fear Out of the ‘Ask’ (What would John Wayne do?),” Daniel Neel of The Fundraising Resource Group, demonstrated the importance of conquering the fear of courting potential donors, and instead, replacing it with a dynamic storytelling confidence.
We fear things that are hard to do, as well as things we don’t know how to do.
blog post: http://blog.sawanetwork.org/taking-the-fear-out-of-the-ask-what-would-john-wayne-do/
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Daniel Neel, President, The Funding Resource group, has over 30 years experience in the professional fundraising and financial services arenas. He has designed, directed and led fundraising programs that have significantly increased operational funding.
Penfield High School Wfs Bottle Return Student Instructionswaterforsudan
Penfield High school worked on a project to fund raise for Water For Sudan. This is one of the supporting documents for that project. To learn more about Water For Sudan, visit us at waterforsudan.org
Paul Jolly of Jump Start Growth, Inc. delivered a presentation to United Way NCA members on cultivating major gifts on June 9, 2015.
Learn more about UWNCA events for members:
http://www.unitedwaynca.org/events/members
Slide deck from Lori L. Jacobwith, founder, Ignited Fundraising. From breakout session: How to Make Your Donors Feel Like Superheroes delivered on February 9 - Leading Age MN 2017 Conference. This deck outlines 5 best donor recognition practices and shows 25 examples of ways to cause donors to feel like superheroes.
Surprise your loved ones by sending their most admired birthday gifts in midnight at their entranceway step is that the smartest thing that you simply will present to them. Giftingdeal Offers midnight delivery of Cakes, Flowers in Delhi,
Surprise your loved ones by sending their most admired birthday gifts in midnight at their entranceway step is that the smartest thing that you simply will present to them. Giftingdeal Offers midnight delivery of Cakes, Flowers in Delhi,
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Fish Philosophy
It's all about the four practices which we can perform in our daily lives to achieve success and to move towards humanity.
Choose your attitude.
Play.
Make their day.
Be there.
It's a book written by Stephen Lundin, Harry Paul and John Christensen.
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...Sandy Rees
If you’d rather do ANYTHING besides cultivating individual donors, this session is for you! You’ll learn why you may feel uncomfortable at the thought of donor relationships and how to overcome it. You’ll learn a simple method for building relationships on purpose, using a variety of strategies.
Taking the Fear of the “Ask” (What would John Wayne do?)sawacon2015
Fundraising can be frightening. In his session, “Taking the Fear Out of the ‘Ask’ (What would John Wayne do?),” Daniel Neel of The Fundraising Resource Group, demonstrated the importance of conquering the fear of courting potential donors, and instead, replacing it with a dynamic storytelling confidence.
We fear things that are hard to do, as well as things we don’t know how to do.
blog post: http://blog.sawanetwork.org/taking-the-fear-out-of-the-ask-what-would-john-wayne-do/
-----
Daniel Neel, President, The Funding Resource group, has over 30 years experience in the professional fundraising and financial services arenas. He has designed, directed and led fundraising programs that have significantly increased operational funding.
Penfield High School Wfs Bottle Return Student Instructionswaterforsudan
Penfield High school worked on a project to fund raise for Water For Sudan. This is one of the supporting documents for that project. To learn more about Water For Sudan, visit us at waterforsudan.org
Paul Jolly of Jump Start Growth, Inc. delivered a presentation to United Way NCA members on cultivating major gifts on June 9, 2015.
Learn more about UWNCA events for members:
http://www.unitedwaynca.org/events/members
Slide deck from Lori L. Jacobwith, founder, Ignited Fundraising. From breakout session: How to Make Your Donors Feel Like Superheroes delivered on February 9 - Leading Age MN 2017 Conference. This deck outlines 5 best donor recognition practices and shows 25 examples of ways to cause donors to feel like superheroes.
Surprise your loved ones by sending their most admired birthday gifts in midnight at their entranceway step is that the smartest thing that you simply will present to them. Giftingdeal Offers midnight delivery of Cakes, Flowers in Delhi,
Surprise your loved ones by sending their most admired birthday gifts in midnight at their entranceway step is that the smartest thing that you simply will present to them. Giftingdeal Offers midnight delivery of Cakes, Flowers in Delhi,
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Fish Philosophy
It's all about the four practices which we can perform in our daily lives to achieve success and to move towards humanity.
Choose your attitude.
Play.
Make their day.
Be there.
It's a book written by Stephen Lundin, Harry Paul and John Christensen.
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...Sandy Rees
If you’d rather do ANYTHING besides cultivating individual donors, this session is for you! You’ll learn why you may feel uncomfortable at the thought of donor relationships and how to overcome it. You’ll learn a simple method for building relationships on purpose, using a variety of strategies.
SHRI Radha AQUA Gardens Ongoing Residential Project by SHRI in Greater Noida West with 2/3 BHK Premium Apartments & fulfilled by Vaastu Compliance.
Visit: www.shriradhaaquagardens.co.in
Call: 80101-37838
The Agile Cincinnati Conference 2016 was in the format of a Scrum Sprint. This slide deck was used during the Sprint Review and helped stage the following Sprint Retrospective. We had a solid line up of break presenters and two incredible keynote speakers - James Grenning and Robert Tipton.
Raise the Money of Your Dreams With Donor-Centered Major Gift FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Join author, speaker and consultant Gail Perry, CFRE, MBA to learn her secrets for bringing major donors – and mega gifts – into your organization.
Major Gift Fundraising on a Shoestring BudgetBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will show you where to begin (even if your budget isn’t huge), which prospects to prioritize, how to develop and manage a major donor pipeline and cultivation plan, and how to get and stay organized so you reach your goals.
13 Nonprofit Thank You Mistakes to AvoidBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will help you think through your thank you process, put some procedures in writing, and get others on board.
Concierge Fundraising: 5 Winning Tactics to Raise More Money by Doing the Une...Bloomerang
https://bloomerang.co/resources/webinars/
Tom Iselin will show you how to reshape your personal brand into one of “Donor Concierge” that will increase your likability and “memorability,” help you raise more money, and create greater donor loyalty.
Breaking down the barriers of asking for donations
Talk About Philanthropy
Fundraising fundamentals
Trends
Identifying the “Ask”
Techniques for asking
Some fundraising ideas
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
What Drives Giving: The Heart or Brain: Major Gifts, Planned Gifts & Donor Retention was presented at the 2023 Nonprofit Academy in St Mary's PA and focuses on the power the heart plays in Major Gifts and Planned Giving through conducted research and the personal experience of Gary Bukowski in his fundraising effort to make a difference in Higher Education, with Intellectually Challenged Individuals and most recently at Sarah A Reed Children's Center with children with behavioral challenges. Six donor case studies are reviewed. Recent research is used from the recent book The Embodied Mind by Thomas Verny MD and recent fundraising research. Plus, the author has provided a plethora of resources for the fundraising professional to help them in developing a major gift and planned giving program or enhance their present efforts.
How to Start and Run Your First $100,000 Fundraising CampaignBloomerang
If you’re like most people working with a small nonprofit, raising a big chunk of money for a special project, program, or piece of equipment can be a daunting challenge. You may be puzzled about where to start or how to do it. You’re probably scratching your head over who to approach and how to do it. And you’re probably wondering what to say to get someone to make a large donation to your organization. Join us for this webinar to learn exactly what to do to create and run your first really big fundraising campaign. You’ll learn how to plan the campaign, the tools and materials you’ll need, and how to find the best people to ask for a gift. You’ll leave feeling hopeful and more confident about raising big money.
NCE Summer Leadership Institute - Major Gifts and Planned GivingDave Tinker, CFRE
Dave Tinker, CFRE's slides for presentation on how Arc chapter leaders can start up a major gifts and planned giving program.
Presentation given on 7/25/14 at the National Conference of Executives (NCE) of the Arc of the US's Summer Leadership Institute in Chicago.
Giving is powerful. But it's also complex. This presentation looks at some of the stats of the philanthropic sector as well as some science behind giving, fundraising, and marketing for causes.
1. Raise More Money. . .
Grow A Better Future
TO
Sixth Annual
Community Philanthropy Summit
Lodi, California
NOVEMBER 10, 2016
PRESENTED BY
Jim Eskin,
External Affairs Counsel
2. More Money = More Mission
Philanthropy is the giving
of time and money
to help make life
better for other
people.
7. ● What questions do you have?
● What do you want to learn today?
● What will make you
conclude this was a
good investment of
your time?
● What should we
avoid doing?
Checking In
We’ll keep your responses
to these questions
in front of us to remind us
they need to be
answered.
8. ● More than 60% of all U.S.
families give
● Average amount is
$2,500 a year
● This is about 2.6% of
their income
● About 25% volunteer
time
. . . and they’re happier and healthier!
America the Generous
9. COST PER $1 RAISED
Major gifts .05 to .10
Grant writing .20
Direct mail 1.25 to 1.50
Planned giving .25
Special events .50 of gross proceeds
Source: James Greenfield
More Bang for the Buck
11. Many steps must be taken first
to advance relationships.
The ask can be one of
the easier steps.
Many Steps Before the Ask
The ask is just one moment
at the end of a process.
12. ● $2,500+ lifetime political
donors are nearly 15 times
more likely to make
philanthropic gifts
● 70% of non-estate giving is
attributable to FEC donors
● 90% of political donors also
give to alma mater
. . . this is regardless of party affiliation!
Political Giving and Donor Behavior
Source: DonorSearch
17. ● Identify prospect names. (Would
they return your phone call?)
● State what you “think” they
could give.
● What do you know about their
priorities?
● How would you make the first
contact?
● Who else would it be helpful to
involve?
.
Prospect Identification
Consider personal & professional networks
19. Face-to-Face Power
● When asked face-to-face, 70% will give
at a rate of 50% the amount requested.
● When asked during a
phone call, 25% will give
at a rate of 25% the
amount requested.
● When asked by mail
about 2% will give
gifts of $10 to $25.
Source: Foundation Center
23. ● Who do we ask?
● How much do we ask for?
● When do we ask?
● Who does the asking?
● How do we get their interest?
● What do we ask for?
● How do we close?
?
Solving the Mystery
25. 71%
$264.58 B
16%
$58.46 B
9%
$31.76 B
5%
$18.45 B
Individuals
Foundations
Bequests
Corporations
A successful strategy emphasizes giving from individuals.
Source: Giving USA 2016; The Annual Report on Philanthropy for the Year 2015
The Philanthropic Pie
27. It Boils Down to This
Then remain
absolutely silent,
and wait for a
response.
Look squarely into
the person’s eyes and say:
We need your help. Would you
consider making a gift of
$_______ for _______?
33. ● Give tours
● Invite to give guest
lectures
● Introduce to Chair, CEO,
key staff, other board
members
● Hold small luncheons
● Ask for advice
Just Let Them See What You Do
35. ● Lead by example, in giving and getting
● Make your own best gift
● Achieve 100% board participation
● Identify prospective donors
● Even better, cultivate
prospects
● Friendraising = Fundraising
● Be eyes, ears, and especially
voice in the community
It Won’t Happen Without You
36. It’s About THEM . . . Not Us!Four Parts of Gift Cycle
Discovery
Cultivation
Solicitation
Stewardship
1
2
3
4
37. Sample Cultivation Plan
Prospect: Joe Generous
Connector: Suzy Cheerful
Gift Evaluation: $10,000
Interest: The Arts
Move No. 1: Make discovery visit to Joe’s office.
Move No. 2: Take Joe on a site visit.
Move No. 3: Joe has lunch with Board Chair. .
Move No. 4: Joe meets with key staff to
discuss outreach programs.
PLANS FOR THE ASK: Suzy and
Executive Director make ask to Joe
and Joe’s wife.
39. In a winning solicitation, less is more.
● The warm up (5 minutes)
● The ask (6 minutes)
● The prospect’s response
(10 minutes)
● The close and follow-up
(4 minutes)
Source: The Ask by Laura Fredricks
Getting to the Point
42. Ask Scenario No. 1
Colleen
PERSONAL PROFILE
Married with grown children,
successful business, very active
in civic life
GIVING HISTORY
$100,000 over 5 years,
5 years ago
ASK STRATEGY
$250,000 for Naming UOP
Aquatics Facility
43. Ask Scenario No. 2
Daryl
PERSONAL PROFILE
Successful CPA
GIVING HISTORY
Has made annual gifts
of $10,000
ASK STRATEGY
Planned Gift for Meals on Wheels
LOEL Senior Center ($250,000)
44. When you ask someone for
money, you are not taking
something away . . .
You are giving them
the opportunity
to feel good.
LAURA FREDERICKS
Philanthropy: A Two-Way Transaction
45. It Starts With a Phone Call
I’m serving on the board for [----------]
and I’d like to schedule a 30- to 40-minute
meeting with you to talk about
how we’re improving the
quality of life in our community.
When would be
a good time for us
to get together?
47. Your chances of getting the gift
go way up when you ask!
Eskin’s Guarantee
48. This a time of profound opportunity and challenge.
Our job is to reach out to current and prospective donors
— individuals, businesses and foundations —
and ask them to join our cause and make us
one of their top philanthropic priorities
for 2017 and beyond!
Closing Thought
The only bad ask is
the ask never made.