You have successfully reached a donor, however, the next step of finalizing the transaction is just as critical. Use this session to discover that there can be many disruptions in finalizing donation gifts. There are certain expectations in the mind of the donor and in the mind of the institutional representative, sometimes they compete, or they simply don't cohere. It is wise to learn and understand solicitation and gift agreements, and how to negotiate all the details in-between.
Understand how a forensic interview can be designed to work with individuals or groups to achieve a shared purpose.
Learn strategies that will help you commit to substantive, if not soul-searching conversations with those who have and might support you. Learn how to create strategic alignments and ways to effectively conduct a conversation that aspires to reach your effectively reach your goals.
Learn the key components on how to build a better development and fundraising team, making sure you have the right people in the right places. We walk you through different stages to assign team members to approach the donor, providing a strategic way to guide the journey successfully.
How do we present ourselves to our prospective sources of support? In such a crowded and competitive world, what is it that we can do to present ourselves to those who might support us to win their interest, their confidence, and ultimately, their support? Understanding how to present and ask is so critical to the reputation and survival of your cause. Invest your time in learning the fundamental basics through this session.
Learn why institutional accountability and stewardship is the most important key to the credibility of an institution.
Of all the series topics discussed about fundraising sequence, beginning with prospect identification through engagement, the soft asks, solicitation, gift agreement, nothing is more important than stewardship.
Access powerful tools to display proper stewardship to build a long-lasting reputation.
This is a subject near and dear to everyone's heart, something that all of us want, and yet exist in relatively small amounts.
In the last few years, for all causes and purposes in the US, we saw about 1200 gifts of $1 million or more. Fifty or so of those were $50 million or more.
In this session, we provide the tools to reach your first $1,000,000 donation and explain major mistakes made through proven research and trends.
There's a difference between movement and having an impact, that’s making a difference. We all have a tendency to want to harvest whatever support or donations we can, but when finished with that exercise we must ask ourselves: Have we put anything in place that can be harvested again in the future?
Explore common misconceptions and tools to think outside of the box no matter what stage your campaign is in.
Learn the technique of administering a forensic interview, what to ask, in what order, and why, and can you yield from that interview.
Through this, you can understand the heart and mind of a philanthropist to understand what people are trying to achieve with their philanthropy. By learning how they became philanthropic, what triggered it, and what has caused its highest expression in their lives, gives great insight on how to work with them going forward. A failure to understand their philanthropic motivators and coming at them with only your interest can cause a failed opportunity to work with them toward their greatest potential.
Just like going to the doctor to check your health, it is important to check the health and productivity of your organization.
Assess your philanthropic vital signs using our strategy. Use this methodology to help you both assess where you are in terms of your long-term philanthropic potential, determine the viability of individual prospects, or where you are with the field of prospects. This proven methodology is drawn from high-level experience and research from thousands of records of giving, transactions and principal gifts.
When we do confidential interviews with gift officers, we learn when we ask where are their greatest obstacles that the vast majority still say, "Getting the first appointment."
In subsequent training videos, we hope to drill down and share with you some very advanced and sophisticated strategies, but at the offset, it's important that we recognize the issues that most institutions and organizations are confronting.
The next obstacle that they identify is getting the second appointment.
Learn how to take a positive meeting and then turn it into a series of progressive interactions. Access this teaching session to learn the fundamentals to address specific situations and specific opportunities.
Learn both the conditions under which one can put forward a solicitation, and then how an effective solicitation can be made. A common misconception, particularly new leaders of non-profits or institutions of learning or schools, come in believing that they will master the art of solicitation and be successful fundraisers. Unlock processes we lay out for you to solicit with success, to enhance donor relations to reach your goal.