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Presented by:
                Kristina E. Jones, M.A., CFRE

               www.StrongerOrganizations.com


                                                Hosted by:

Thursday, June 21, 2012
   What are Major Gifts?


                                   Are You Prepared?


                                   Cultivating Major Donors


                                   Next Steps
www.StrongerOrganizations.com
$290.89 Billion in 2010
        Source: AAFRC Giving USA 2011


                                                             Individuals
                                                                73%

                      Bequests
                        8%

                                Foundations
                                   14%        Corporations
                                                  5%



www.StrongerOrganizations.com
$290.89 Billion in 2010
     Source: AAFRC Giving USA 2011


                                                             Individuals
                                                                73%

                      Bequests
                        8%

                                Foundations
                                   14%        Corporations
                                                  5%



www.StrongerOrganizations.com
Legacy

                                   Major

                                  Annual
                                Occasional
                                (Event Participants)

www.StrongerOrganizations.com
www.StrongerOrganizations.com
www.StrongerOrganizations.com
Total Fundraising                        Annual Cumulative Giving/Donor
   Income
                                Low                Middle             Major



    Small= under $1 M           $1 - $499          $500 - $4,999      $5,000 and up




   Mid = $1 M - $10 M           $1 - $9,999        $10,000 - 24,999   $25,000 and up




   High = over $10 M            $1 - $14,999       $15,000 - 99,999   $100,000 and up


www.StrongerOrganizations.com
www.StrongerOrganizations.com
Total Fundraising                        Annual Cumulative Giving/Donor
   Income
                                Low (.0499%)       Middle (.499%)   Major (.5% & up)



    Small= under $300,000       $1 - $149          $150 - $1,499    $1,500 and up




   Mid = under $500,000         $1 - $249          $250 – $2,499    $2,500 and up




   High = under 750,000         $1 - $375          $380 -$3,749     $3,750 and up


www.StrongerOrganizations.com
Review Gifts by Individuals –
     Last 5 Years

              5 Largest Gifts


                       Consistency of Large Gifts?
www.StrongerOrganizations.com
   Is Your
            Organization
            Ready?

           Apply some
            logic…




www.StrongerOrganizations.com
Gift
                                   Case
                                            Acceptance
                                Statement
                                              Policy




                                 Donor       Process to
                                Tracking    Acknowledge
                                System         Donors



www.StrongerOrganizations.com
 Your History


         Your Success


         Opportunities
            for Support


www.StrongerOrganizations.com
   Stats of Agency
                                    & Programs

                                 Who’s Involved


                                 Ways to Give



www.StrongerOrganizations.com
Gift
                                   Case     Acceptance
                                Statement     Policy




                                 Donor       Process to
                                Tracking    Acknowledge
                                System         Donors



www.StrongerOrganizations.com
Gift
                                   Case     Acceptance
                                Statement     Policy




                                 Donor       Process to
                                Tracking    Acknowledge
                                System         Donors



www.StrongerOrganizations.com
Gift
                                   Case     Acceptance
                                Statement     Policy




                                 Donor       Process to
                                Tracking    Acknowledge
                                System         Donors



www.StrongerOrganizations.com
Board
                                Engagement


                                                Executive
                  Donors                       Director/Key
                                                   Staff



                                               Advisory
                   Volunteers                 Board/Key
                                             Stakeholders
www.StrongerOrganizations.com
   Mine Your Database

           Gift Clubs
              How do you
                publicize

           Plan for Personal
            Visits


www.StrongerOrganizations.com
Visionary      • $5,000 and above
                  Founder       • $ $2,500 - $4,999
                   Leader       • $1,000 - $2,499
               Benefactor       • $500 - $999
                   Partner      • $250- $499
              Contributor       • $100 - $249
                    Friend      • Up to $99
www.StrongerOrganizations.com
www.StrongerOrganizations.com
Gift Range No. Gifts required   No. Prospects   Subtotal Cumulative    Cumulative
                                                 required                 total    percentage


             1,000.00                 1                4    1,000.00    1,000.00        10%

                   750                1                4        750     1,750.00        18%

                   500                2                8    1,000.00    2,750.00        28%

                   350                3               12    1,050.00    3,800.00        38%

                   275                3               12        825     4,625.00        46%

                   225                5               20    1,125.00    5,750.00        58%

                   200                7               28    1,400.00    7,150.00        72%

                   150                7               28    1,050.00    8,200.00        82%

                   100               10               40    1,000.00    9,200.00        92%

        Under 100.00                 16               64        800    10,000.00       100%

                Totals               55             220                10,000.00
www.StrongerOrganizations.com
Gift Range No. Gifts required   No. Prospects   Subtotal Cumulative    Cumulative
                                                 required                 total    percentage


           1,000.00                   1               4     1,000.00    1,000.00        10%

                  750                 1               4         750     1,750.00        18%

                  500                 2               8     1,000.00    2,750.00        28%

                  350                 3              12     1,050.00    3,800.00        38%

                  275                 3              12         825     4,625.00        46%

                  225                 5              20     1,125.00    5,750.00        58%

                  200                 7              28     1,400.00    7,150.00        72%

                  150                 7              28     1,050.00    8,200.00        82%

                  100                10              40     1,000.00    9,200.00        92%

    Under 100.00                     16              64         800    10,000.00       100%

              Totals                 55            220                 10,000.00
www.StrongerOrganizations.com
Blackbaud
                                    https://www.blackbaud.com/
                       Gift Range   company/resources/giftrange/
                       Calculator            giftcalc.aspx




www.StrongerOrganizations.com
"If you don't know
                                   where you are
                                  going, you will
                                      wind up
                                somewhere else."
                                                     Source: Yogi Berra




www.StrongerOrganizations.com
Type of            Goal    Q1, Q2, Q3,   Strategy   Assignment     Deadline
   Fundraising         Amount       Q4                    (Actions,
                                                           Person
                                                         Responsible)

   Major Gifts

     Annual
     Giving
   Corporate
   Sponsors
      Grants

     Planned
      Giving
    E-Giving

     Events
www.StrongerOrganizations.com
Are you Ready for Major Gifts?

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Are you Ready for Major Gifts?

  • 1. Presented by: Kristina E. Jones, M.A., CFRE www.StrongerOrganizations.com Hosted by: Thursday, June 21, 2012
  • 2. What are Major Gifts?  Are You Prepared?  Cultivating Major Donors  Next Steps www.StrongerOrganizations.com
  • 3. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5% www.StrongerOrganizations.com
  • 4. $290.89 Billion in 2010 Source: AAFRC Giving USA 2011 Individuals 73% Bequests 8% Foundations 14% Corporations 5% www.StrongerOrganizations.com
  • 5. Legacy Major Annual Occasional (Event Participants) www.StrongerOrganizations.com
  • 8. Total Fundraising Annual Cumulative Giving/Donor Income Low Middle Major Small= under $1 M $1 - $499 $500 - $4,999 $5,000 and up Mid = $1 M - $10 M $1 - $9,999 $10,000 - 24,999 $25,000 and up High = over $10 M $1 - $14,999 $15,000 - 99,999 $100,000 and up www.StrongerOrganizations.com
  • 10. Total Fundraising Annual Cumulative Giving/Donor Income Low (.0499%) Middle (.499%) Major (.5% & up) Small= under $300,000 $1 - $149 $150 - $1,499 $1,500 and up Mid = under $500,000 $1 - $249 $250 – $2,499 $2,500 and up High = under 750,000 $1 - $375 $380 -$3,749 $3,750 and up www.StrongerOrganizations.com
  • 11. Review Gifts by Individuals – Last 5 Years 5 Largest Gifts Consistency of Large Gifts? www.StrongerOrganizations.com
  • 12. Is Your Organization Ready?  Apply some logic… www.StrongerOrganizations.com
  • 13. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
  • 14.  Your History  Your Success  Opportunities for Support www.StrongerOrganizations.com
  • 15. Stats of Agency & Programs  Who’s Involved  Ways to Give www.StrongerOrganizations.com
  • 16. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
  • 17. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
  • 18. Gift Case Acceptance Statement Policy Donor Process to Tracking Acknowledge System Donors www.StrongerOrganizations.com
  • 19. Board Engagement Executive Donors Director/Key Staff Advisory Volunteers Board/Key Stakeholders www.StrongerOrganizations.com
  • 20. Mine Your Database  Gift Clubs  How do you publicize  Plan for Personal Visits www.StrongerOrganizations.com
  • 21. Visionary • $5,000 and above Founder • $ $2,500 - $4,999 Leader • $1,000 - $2,499 Benefactor • $500 - $999 Partner • $250- $499 Contributor • $100 - $249 Friend • Up to $99 www.StrongerOrganizations.com
  • 23. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00 www.StrongerOrganizations.com
  • 24. Gift Range No. Gifts required No. Prospects Subtotal Cumulative Cumulative required total percentage 1,000.00 1 4 1,000.00 1,000.00 10% 750 1 4 750 1,750.00 18% 500 2 8 1,000.00 2,750.00 28% 350 3 12 1,050.00 3,800.00 38% 275 3 12 825 4,625.00 46% 225 5 20 1,125.00 5,750.00 58% 200 7 28 1,400.00 7,150.00 72% 150 7 28 1,050.00 8,200.00 82% 100 10 40 1,000.00 9,200.00 92% Under 100.00 16 64 800 10,000.00 100% Totals 55 220 10,000.00 www.StrongerOrganizations.com
  • 25. Blackbaud https://www.blackbaud.com/ Gift Range company/resources/giftrange/ Calculator giftcalc.aspx www.StrongerOrganizations.com
  • 26. "If you don't know where you are going, you will wind up somewhere else." Source: Yogi Berra www.StrongerOrganizations.com
  • 27. Type of Goal Q1, Q2, Q3, Strategy Assignment Deadline Fundraising Amount Q4 (Actions, Person Responsible) Major Gifts Annual Giving Corporate Sponsors Grants Planned Giving E-Giving Events www.StrongerOrganizations.com

Hinweis der Redaktion

  1. Are You Ready to Solicit Major Gifts?Major gifts can fund important programs and solidify your financial base. In fact, major gifts should be an important part of your overall fundraising strategy. Do you have the right processes in place to be successful? Perhaps you are just beginning with major gift asks, or the idea of major gifts is overwhelming. The good news is the return on your investment of time and energy is much higher in major gifts than special events and mailings. The even better news is that summer is a great time to step out of the office and spend one hour to learn the important steps for major gifts fundraising and how it fits into your overall development plan. About the PresenterKristina E. Jones, M.A., CFRE is President of Stronger Organizations, LLC (www.StrongerOrganizations.com) a full-service consulting firm working with organizations to ready organizations for their optimum impact. When you seek the tools and resources to improve the success of your organization, her capacity building expertise includes assistance with organizational development, organizational communications, marketing, community engagement strategies and facilitation. As a frequent presenter, trainer and facilitator; participants have given accolades for her engaging style of applying theory to practice through experienced storytelling.
  2. Example graph/chart.
  3. Example graph/chart.
  4. Based on Fundraising Budget
  5. Based on Fundraising Budget
  6. Based on a Fundraising Budget
  7. Based on a Fundraising Budget
  8. Based on Fundraising Budget
  9. Mine Your Database – Donors who consistently give $25 or more a year
  10. Mine Your Database – Donors who consistently give $25 or more a year
  11. Eat the Elephant… one bite at a time
  12. Mine Your Database – Donors who consistently give $25 or more a year