Home › Donors ›

Donor Cultivation + Donor Giving + Donor Prospect Research + Donor Recognition + Donor Relationship Management + Donor Relationships + Donor Screening + Donors + Stewardship

[Tip Sheet]

Making Planned Giving Easier Tips

Your rating: None Average: 2.3 (4 votes)
By Chuck Reynolds, A.B., M.A., CFRE

Welcome to this Tip Sheet to use if your organization is interested in making planned giving a reality. Often we underestimate our capacity to take incremental steps to begin the planned gift process. What research is telling us is that the planned giving area holds great promise for long term growth and yet, perhaps is the most underutilized opportunity for nonprofit organizations. Do not be concerned or stressed about the technicality of a planned gift. There are ways to address this area when the planned gift comes your way.

The 10 steps outlined below should enable your organization to engage the planned giving area. There are a number of ways and vehicles a donor can use to make a planned gift including gift annuities, charitable remainder trusts, insurance and bequests as part of their philanthropic plans. Your priority, however, is cultivation and building a relationship with those committed to your mission.  Read more



[Tutorial]

Making the Ask

0
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President

Powerpoint presentation.  Read more



[Private Vault Tip Sheet]


Making the Ask Tips

2
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


    Sign up now to gain access to this Vault Item and many others in the Fundraisers' Private Vault!
    *Curent subscribers login here*.




[Tutorial]

Marketing Collateral Materials: Do We Need Them?

2.833335
Average: 2.8 (6 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE, Founder & CEO

In a world of Twitter, Facebook, web-based fundraising and all the other social media and Internet possibilities, is there still a place for printed marketing materials to support your development program?  Read more



[Recommended Book]

Mega Gifts: 2nd Edition, Revised & Updated

2.25
Average: 2.3 (4 votes)
By Jerry Panas
Panas interviews major donors and explores their motivation for giving — a real eye-opener!

Publisher's Description:

How do you top what is said to be the greatest selling fundraising book of all time?

How do you improve upon Mega Gifts, a book CASE Currents magazine called 'the most important fundraising book' written?

How do you, as Emeril Lagasse would say, 'kick it up a notch?" Jerold Panas knows how.  Read more



[Tip Sheet]

Memorial Giving Tips

Your rating: None Average: 3.5 (2 votes)

Many organizations, particularly those who deal in health issues or end-of-life issues, receive numerous memorial gifts when one of their patients or people they serve dies. But are these donors one-time donors? Or can they be cultivated into giving again or even becoming major donors?  Read more



[Recommended Book]

More Give to Live: How Giving Can Change Your Life

2.5
Average: 2.5 (2 votes)
By Douglas Lawson
You must buy this book and give it to your major donors, a great recognition gift that will help them understand and appreciate philanthropy even more.

Publisher's Description:

Many of us give up our lives by the time we reach twenty-one. We don't go to an early grave, thanks to medical science, but far too many of us lose our life force, our direction, our purpose. The challenge is age-old: how are we to live and enjoy our lives fully? The threefold approach set forth in this book is one practical solution to that dilemma.  Read more



[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


Sign up now to gain access to this Vault Item and many others in the Fundraisers' Private Vault!
*Curent subscribers login here*.


2.5
Average: 2.5 (2 votes)


[Private Vault Tool]


Named Giving Opportunities Worksheet

No votes yet

A worksheet to use for organizing and tracking your named giving opportunities.  Read more


Sign up now to gain access to this Vault Item and many others in the Fundraisers' Private Vault!
*Curent subscribers login here*.




[Recommended Book]

Nonprofit Essentials: Effective Donor Relations

0
By Janet Hedrick
Your must-have guide to the art of relationship-building and donor-keeping

Publisher's Description:

Donors are the heartbeat of your nonprofit, partners in your organization's work, and supporters in its mission to change the world. Keeping them is essential to your nonprofit's survival; losing them means major losses for your organization's annual giving program, capital campaign efforts, and major and planned gifts.  Read more



Syndicate content