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Click to edit Master title style,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,*,*,Breaking through the small gift barrier:,Positioning your organization for Major Giving,Anthony Holl-TIFFG,Rob Lavery,CFRE-SOLS,Agenda,Introductions,Components of a Major Gift Program,What is Major Gifts for you?,Prospect research and identification,Volunteer roles,Tips for Major Gift programs,Resources,Introductions,Rob Lavery CFRE,Resource Development Consultant,Southern Ontario Library Service,Anthony Holl,Campaign Director,Individual Giving,Toronto International Film Festival Group,And,Who are you?,Agenda,Introductions,Components of a Major Gift Program,What is Major Gifts for you?,Prospect research and identification,Volunteer roles,Tips for Major Gift programs,Resources,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Planning for Major Gifts,Define major gifts,Define gift levels,minimum requirements,gift clubs threshold,Establish goals,Types of gifts,Draft recognition vehicles,Planning for Major Gifts,Define the case for support,Mission,Organizational Overview,Record of accomplishment,Future directions,Planning for Major Gifts,Define staffing needs for Major Gifts Program,Create a major gifts committee,Define roles and responsibilities,Define staff support,Develop volunteer solicitation plan,Recruit volunteers,Train volunteers,Planning for Major Gifts,Define communications strategy to attract Major Donors,Individuals,Corporations,Foundations,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Research,Identify Prospects,Internal,External,Research,Conduct research,Formal research tools,various additional informal sources,Research,Rate prospects,establish rating committee,create prospect rating system,rate prospects,sort by rating,prioritize,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Cultivation,Create cultivation plan,define cultivation vehicles,create a strategy for each prospect,select vehicles and tactics,assign staff and volunteers,conduct training,create reporting structure,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Solicitation,Create solicitation plan,define solicitation vehicles,create a strategy for each prospect,select vehicles and tactics,assign staff and volunteers,conduct training,create reporting structure,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Acknowledgement and Recognition,Establish gift acknowledgement procedures and timing,Recognition of donors,types of recognition,ongoing stewardship and contact,Reality Check!,Be creative as possible with recognition,“New donors want anonymity,Acknowledgement and Recognition,Recognition of volunteers,types of recognition,ongoing stewardship and contact,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Evaluation,Annual program evaluation,analysis of program goals in actual numbers,analysis of budget goals and actual numbers,comments and recommendations,Components of a Major Gift Program,Planning,Research,Cultivation,Solicitation,Acknowledgement,Recognition,Evaluation,Reporting,Reporting,Program progress reporting,-prospect status reports,Communicating results,Agenda,Introductions,Components of a Major Gift Program,What is Major Gifts for you?,Prospect research and identification,Volunteer roles,Tips for Major Gift programs,Resources,What is a major gift for you?,Define gift levels internally,Based on upgrades to annual giving,Project-based,campaign-based,Gift clubs,Types of gifts,Establish goals,What is a major gift for your donors?,Balancing organizational need to donor motivations,“Taking the Donors Pulse,by Fraser Green,CFRE,Front&Centre,May 2003,published by the Canadian Centre for Philanthropy,85%are not motivated by special recognition or gift clubs they will respond to a clearly demonstrated need,when they feel a larger contribution will make a substantive difference,Reality Check!,New donors will give,to your organization,Agenda,Introductions,Components of a Major Gift Program,What is Major Gifts for you?,Prospect research and identification,Volunteer roles,The dirty secrets of MG fundraising,Resources,Prospect research and identification,Identify Prospects,Internal,review donor database,constituency survey,build donor profile,referrals,vendors,External,Imagine Canada,NBC/COC programmes,annual reports of similar organizations,hospitals and United Way,warm contacts,volunteers rolodex,Prospect research and identification,Co
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