Excel at Big Asks
From the Ground Up: Building a Successful Major Gifts Program with Foundational Culture and Metrics
Speaker: Chris Kasavich
Anyone can raise money through the numbers game of crunching through prospect lists, but a successful major gifts program efficiently focuses on right action to produce right result, wrapped in a culture of collaboration to advance the mission. This course is focused on providing the right information to create your program or re-evaluate an existing program. It's never too late to recalibrate.
Moves Management: All the Right Moves Towards Major Gifts
Speaker: Robert Wahlers
Major gifts are much more than money given to an organization. They represent an investment by a donor who wants to make a difference. The new philanthropist wants to see impact, they want outcomes and they want us to be accountable for their gift. As fundraisers we need to cultivate and solicit donors in a way that appeals to their needs. The donor centered or donor focused idea of moves management will be discussed with an eye toward developing strategies that will work for you to close major gifts that are meaningful and lasting for your donors. We'll also review metrics and some suggestions for moves that will be most beneficial to the cultivation process.
Transformational Giving Through Blended Gifts
Speaker: Jackie Franey
A blended gift has been defined as a combination of current and deferred gift components; enabling a donor-centric approach to securing one of the largest gifts a donor is capable of giving. These types of gifts can assist donors in making transformational gifts through a variety of giving strategies. This session will discuss how to incorporate blended gifts in major and planned giving asks and understanding the opportunities when blended gift discussions are incorporated into all donor gift strategies.
Using Planned Gifts to Increase Major Gifts
Speakers: Ray Croff and Roy Grisham
Most people want to give, they just do not know the fundamental questions - How and Why? We will show you the benefits of using a little creativity to take what might just be a seed and let it blossom right in front of the donors eyes. It is also important to assemble the right team with everyone knowing their proper roles to make this gift happen. It is important for your organization to work closely with the right advisors.
Learning Objectives and Participant Outcomes:
- Learn how to combine income producing and insurance instruments
- Learn to use some creativity to obtain larger gifts
- See the value in working with other advisors