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Get a cup of
Grab a
Stop emailing…
and learn how to raise more
Major Gifts
for Small Shops
with Amy Eisenstein, CFRE
Author, Speaker, Consultant, Coach
Tri Point Fundraising
Amy Eisenstein, CFRE
Author, Speaker, Consultant, Coach
Tri Point Fundraising
amy@tripointfundraising.com
Follow Amy on Twitter @amyeisenstein
Facebook: facebook.com/tripointfundraising
Diana Hand
Senior Marketing Manager
GuideStar USA
dhand@guidestar.org
Twitter: @GuideStarUSA
Facebook: facebook.com/GuideStarUSA
Google+: plus.google.com/+GuideStarUSA
How BIG is Major?
What is a Major Gift?
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Why Face-to-Face?
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
3 Simple Steps
Step 1: Get Ready
Step 2: Get Set
Step 3: Go!
Board Members
Identify Prospective Donors
Cultivate Relationships
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Step 1: Get Ready
Do You Have a
Fundraising Board?
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
100% Participation
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Give and Get
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Fundraising Cycle
Identification
CultivationSolicitation
Stewardship
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Identification
Is HE a good prospect?
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Make a List
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Organization
Friends
& Family
Volunteers
Board
Members
StaffService Clubs
Vendors
Houses of
Worship
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Cultivation
Getting the 1st Meeting
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Cultivation Activities
• Meeting at home or office
• Program tour
• Volunteer opportunity
• Serve on committee
• Attend fundraising event
• Attend program event
• Send personal notes/newspaper clippings
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
 Rehearse
Role Play
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Step 2: Get Set
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Ask!
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Step 3: Go
Solicitation
The Moment of Truth
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
How to Raise Major Gifts
Step 1: Get Ready
Step 2: Get Set
Step 3: Go
Express Gratitude
Repeat
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
If You Don’t Ask, You Won’t Get
Copyright Amy Eisenstein 2012
www.tripointfundraising.com
Want to Raise More Major Gifts this Year?
Take the Major Gifts Challenge
Copyright Amy Eisenstein 2013
www.tripointfundraising.com
www.tripointfundraising.com

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