Donor Research and Gift Discussions
You have built a trusting relationship with the donor, who knows about your organization and opportunities and needs that can be addressed through philanthropy. Research has been conducted using a wealth assessment service, google searches down rabbit holes, and discussions with people who know the donor (street research). And you have asked the donor to meet with you and a trusted ...
Education About Mission, Programs, and Initiatives
Research has shown that the more a donor is knowledgeable about a stakeholder organization’s mission and programs, the more they give (Bank of America Private Bank Study of Wealthy Americans). Now that you have a donor pipeline and have assigned the most accessible donors to various portfolios, and discovery visits have been made, it is time to create individualized engagement ...
Donor Discovery Visits That Jumpstart Gift Conversations
That first meeting with a donor sets your course and speed for relationship building and getting to a gift conversation. The right questions must be asked to glean key information that will inform your next moves and help you build rapport with the donor. The information will also help inform the gift you will eventually ask of your donor, using ...
Donor Pipeline and Portfolios
It would be great if you had the staff and budget to engage and cultivate all of your donors. While you put your resources into growing your donor base, retaining donors, and elevating their giving, you must also pay special attention to your most valuable donors and stakeholders. Donor Pipeline First, identify which donors should receive your lavish attention. Build ...
Identification of Major Donor Candidates — Fish Where the Fish Are
Non-Profit organizations that are serious about building a sustainable and robust advancement program need to design their operation to identify, engage, cultivate, and secure gifts from and steward affluent and high-net-worth individuals. This is because of the year-over-year decline in the donor universe and a 20-year low in the proportion of disposable income people are giving to nonprofits. This is also ...
Unstated Realities Revealed by GivingUSA Report
The recent GivingUSA Giving Report generated many disturbing headlines. The most significant of which is the steep decline in giving by individuals. The decline in charitable giving in 2022 was worse than during the great recession in 2008, even though we are at near full employment. Let’s look at the environment that has likely led to this decline and what ...
