Pledges

[Private Vault Tool]


Annual/Capital Campaign Pledge Form Sample

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A pledge form model to use for your Annual or Capital Campaign.  Read more


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[Private Vault Tool]


Cultivation Letter Sample

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A letter to customize for the Cultivation Breakfast.  Read more


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[Private Vault Tool]


Development Planning Worksheet

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A worksheet to use for determing the areas of focus for your development staff's strategic plan.  Read more


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[Private Vault Tool]


Leadership Gifts Prospecting Guide

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Leadership Gifts Prospecting Guide

Leadership Gifts are gifts of $xxxx or more, major gifts are gifts of $xxxx or more.

Gifts may be paid in several ways:

  • Outright gifts of cash
  • Pledges to be paid over a three to five year period of time
  • Gifts of appreciated stock
  Read more


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[Private Vault Tool]


Major Gifts Confidential Contact Report Form

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A inner-office contact report form for screening and tracking the cultivation of major gift donors.  Read more


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[Private Vault Tip Sheet]


Making the Ask Tips

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Your rating: None Average: 2 (2 votes)

  1. After you have made the formal "ask," remain silent until the prospect has fully responded.


  2. When soliciting for a major gift, don't ask that it be paid out over a period of years — that's a negotiating point.
  3.   Read more


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[Private Vault Tutorial]


Moves Management System

By Linda Lysakowski, ACFRE
CAPITAL VENTURE, CEO/President

Purpose of Moves Management:
While the philosophy of XYZ is to move all donors to a higher level, the Moves Management process is designed to focus on a select number of donors with the ability and interest to make significant gifts to XYZ. Moves Management is a process of carefully planned activity to advance the relationship of major donor prospects with XYZ. Moves Management involves a series of regular but unexpected contacts with the prospect. The prospective donor eventually comes to feel that XYZ is a meaningful part of their life.

Moves Management is customized for every prospect. It must be based on genuine concern for the prospective donor and always puts the donor's best interests above anything else, including the interests of XYZ. Furthermore, the Moves Management process always adheres to the strictest ethical codes and the Donor Bill of Rights.  Read more


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Average: 2.5 (2 votes)

[Private Vault Tool]


Prospect Profile Form

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A form to use for organizing and tracking information about individual donors.  Read more


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[Private Vault Tool]


Solicitor's Call Report

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A report form for your volunteers to complete and return after each donor call or visit.  Read more


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