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Jeffrey S. Metz ● Bloom Metz Consulting, Inc. ● www.bloommetzconsultinginc.com ● 302.981.5857 Helping organizations achieve their strategic and financial goals Cultivating a Donor: Like Cultivating a Garden

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1. Cultivating a Donor:Like Cultivating a Garden
Jeffrey S. Metz Bloom Metz Consulting, Inc. www.bloommetzconsultinginc.com 302.981.5857
Helping organizations achieve their strategic and financial goals
2. Fundraising techniques
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3. What is Cultivating?
cultivate
Prepare land for crops
to work land or prepare soil for growing crops
Nurture something
to improve or develop something, usually by study or education
Develop acquaintance with someone
to develop an acquaintance or intimacy with somebody, often for personal advantage
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4. It requires an investment
Staff time
Printed materials
Travel
Special events
Tracking tool
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5. Roll up your sleeves
Cultivation is an active process
Not simply mailings and blast emails
Personal contact
Positive relationships
Large donors dont just happen
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6. Prepare the plot
Prepare organization for cultivation strategy
Is everyone on board?
What materials needs to be prepared?
Does the board know their role?
Opening doors
Partnering with staff
Making phone calls
Board orientation/training
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7. Lay out your garden
What prospects are you going to cultivate?
How will they be approached?
Who is the best person to reach them?
What will they be invited to?
What is the best way to stay in touch with them?
When will mailings be done?
How is follow up being done?
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