guidestar webinar (04/30/13) – major gifts for small shops

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Get a cup of Grab a Stop emailing… and learn how to raise more Major Gifts for Small Shops with Amy Eisenstein, CFRE Author, Speaker, Consultant, Coach Tri Point Fundraising

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Learn how to do major gift fundraising for the first time and how to integrate individual donations into your annual fund. We will explore the who, what, when, where, and why of fundraising from individuals as well as discuss how to get a first meeting, cultivate and solicit gifts from individuals, and deal with "no's." Presenters: Amy Eisenstein, CFRE, Tri Point Fundraising, and Diana Hand, Senior Marketing Manager, GuideStar

TRANSCRIPT

Page 1: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Get a cup of Grab a Stop emailing…

and learn how to raise more

Major Gifts

for Small Shops

with Amy Eisenstein, CFRE Author, Speaker, Consultant, Coach

Tri Point Fundraising

Page 2: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Amy Eisenstein, CFRE Author, Speaker, Consultant, Coach Tri Point Fundraising [email protected] Follow Amy on Twitter @amyeisenstein Facebook: facebook.com/tripointfundraising

Diana Hand Senior Marketing Manager GuideStar USA [email protected] Twitter: @GuideStarUSA Facebook: facebook.com/GuideStarUSA Google+: plus.google.com/+GuideStarUSA

Page 3: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

How BIG is Major? What is a Major Gift?

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 4: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Why Face-to-Face?

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 5: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 6: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

3 Simple Steps

Step 1: Get Ready

Step 2: Get Set

Step 3: Go!

Page 7: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Board Members Identify Prospective Donors Cultivate Relationships

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Step 1: Get Ready

Page 8: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Do You Have a Fundraising Board?

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 9: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

100% Participation

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 10: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Give and Get

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 11: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Fundraising Cycle

Identification

Cultivation Solicitation

Stewardship

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 12: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Identification

Page 13: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Is HE a good prospect?

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 14: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 15: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 16: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 17: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Make a List

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 18: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Organization

Friends & Family

Volunteers

Board Members

Staff Service Clubs

Vendors

Houses of Worship

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 19: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Cultivation

Page 20: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Getting the 1st Meeting

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 21: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 22: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Cultivation Activities

• Meeting at home or office • Program tour • Volunteer opportunity • Serve on committee • Attend fundraising event • Attend program event • Send personal notes/newspaper clippings

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 23: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Rehearse Role Play

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Step 2: Get Set

Page 24: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 25: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 26: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Ask!

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Step 3: Go

Page 27: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Solicitation

The Moment of Truth

Page 28: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops
Page 29: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 30: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 31: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 32: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 33: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 34: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 35: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 36: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 37: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

How to Raise Major Gifts

Step 1: Get Ready

Step 2: Get Set

Step 3: Go

Express Gratitude

Repeat Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 38: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 39: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

If You Don’t Ask, You Won’t Get

Copyright Amy Eisenstein 2012 www.tripointfundraising.com

Page 40: GuideStar Webinar (04/30/13) – Major Gifts for Small Shops

Want to Raise More Major Gifts this Year? Take the Major Gifts Challenge

Copyright Amy Eisenstein 2013 www.tripointfundraising.com

www.tripointfundraising.com