1. Barbara Talisman
www.3talisman.com
www.talismantol.wordpress.com
barbara@3talisman.com
312.733.7520

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. 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. 1. Identify/Investigate
2. Information
3. Interest
4. Involve
5. Investment

5. Identify
Investment Information
Involvement Interest

6. Q&A

7. Ultimate donors
Endowed/Capital
Gifts 20-80 rule
Major Gifts
Annual Fund/Direct
Mail/Events

8. Annual Fund
Major Gifts
Capital
Gifts

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. Q&A

11. How we are finding donors
How donors are finding us
Social media
Access to information
Communication
Next generation
Aging donors

13. Thank you!
barbara@3talisman.com
3talisman.com
Talisman Thinking Out
Loud Blog
Making a Difference Radio
@BTalisman
Facebook