Are you Ready for Major Gifts?
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The document discusses a presentation on major gifts fundraising. It covers topics like what constitutes major gifts, preparing an organization for major gifts, cultivating major donors, and setting fundraising goals. Graphs and tables are provided on charitable giving statistics in the US. Templates are included for tracking major donor prospects and creating a fundraising plan.
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Are you Ready for Major Gifts?
- 1. Presented by: Kristina E. Jones, M.A., CFRE www.StrongerOrganizations.com Hosted by: Thursday, June 21, 2012
- 2. What are Major Gifts? Are You Prepared? Cultivating Major Donors Next Steps www.StrongerOrganizations.com
- 3. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5% www.StrongerOrganizations.com
- 4. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5% www.StrongerOrganizations.com
- 5. Legacy Major Annual Occasional (Event Participants) www.StrongerOrganizations.com
- 8. Total Fundraising Annual Cumulative Giving/Donor Income Low Middle Major Small= under $1 M $1 - $499 $500 - $4,999 $5,000 and up Mid = $1 M - $10 M $1 - $9,999 $10,000 - 24,999 $25,000 and up High = over $10 M $1 - $14,999 $15,000 - 99,999 $100,000 and up www.StrongerOrganizations.com
- 10. Total Fundraising Annual Cumulative Giving/Donor Income Low (.0499%) Middle (.499%) Major (.5% & up) Small= under $300,000 $1 - $149 $150 - $1,499 $1,500 and up Mid = under $500,000 $1 - $249 $250 – $2,499 $2,500 and up High = under 750,000 $1 - $375 $380 -$3,749 $3,750 and up www.StrongerOrganizations.com
- 11. Review Gifts by Individuals – Last 5 Years 5 Largest Gifts Consistency of Large Gifts? www.StrongerOrganizations.com
- 12. Is Your Organization Ready? Apply some logic… www.StrongerOrganizations.com
- 13. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
- 14. Your History Your Success Opportunities for Support www.StrongerOrganizations.com
- 15. Stats of Agency & Programs Who’s Involved Ways to Give www.StrongerOrganizations.com
- 16. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
- 17. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
- 18. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
- 19. Board Engagement Executive Donors Director/Key Staff Advisory Volunteers Board/Key Stakeholders www.StrongerOrganizations.com
- 20. Mine Your Database Gift Clubs How do you publicize Plan for Personal Visits www.StrongerOrganizations.com
- 21. Visionary • $5,000 and above Founder • $ $2,500 - $4,999 Leader • $1,000 - $2,499 Benefactor • $500 - $999 Partner • $250- $499 Contributor • $100 - $249 Friend • Up to $99 www.StrongerOrganizations.com
- 23. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00 www.StrongerOrganizations.com
- 24. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00 www.StrongerOrganizations.com
- 25. Blackbaud https://www.blackbaud.com/ Gift Range company/resources/giftrange/ Calculator giftcalc.aspx www.StrongerOrganizations.com
- 26. "If you don't know where you are going, you will wind up somewhere else." Source: Yogi Berra www.StrongerOrganizations.com
- 27. Type of Goal Q1, Q2, Q3, Strategy Assignment Deadline Fundraising Amount Q4 (Actions, Person Responsible) Major Gifts Annual Giving Corporate Sponsors Grants Planned Giving E-Giving Events www.StrongerOrganizations.com
Notas do Editor
- Are You Ready to Solicit Major Gifts?Major gifts can fund important programs and solidify your financial base. In fact, major gifts should be an important part of your overall fundraising strategy. Do you have the right processes in place to be successful? Perhaps you are just beginning with major gift asks, or the idea of major gifts is overwhelming. The good news is the return on your investment of time and energy is much higher in major gifts than special events and mailings. The even better news is that summer is a great time to step out of the office and spend one hour to learn the important steps for major gifts fundraising and how it fits into your overall development plan. About the PresenterKristina E. Jones, M.A., CFRE is President of Stronger Organizations, LLC (www.StrongerOrganizations.com) a full-service consulting firm working with organizations to ready organizations for their optimum impact. When you seek the tools and resources to improve the success of your organization, her capacity building expertise includes assistance with organizational development, organizational communications, marketing, community engagement strategies and facilitation. As a frequent presenter, trainer and facilitator; participants have given accolades for her engaging style of applying theory to practice through experienced storytelling.
- Example graph/chart.
- Example graph/chart.
- Based on Fundraising Budget
- Based on Fundraising Budget
- Based on a Fundraising Budget
- Based on a Fundraising Budget
- Based on Fundraising Budget
- Mine Your Database – Donors who consistently give $25 or more a year
- Mine Your Database – Donors who consistently give $25 or more a year
- Eat the Elephant… one bite at a time
- Mine Your Database – Donors who consistently give $25 or more a year