I’m regularly asked for a major gifts plan template. Over the years, I’ve worked to refine the process and make it as simple as possible. Here’s a major gift plan template broken down into 4 steps: Major Gifts Plan Template in 4 Steps Identify the best prospective donors for your organization. Build relationships with those donors and … [Read more...]
The Minimalist Guide to Planned Giving: Just 3 Simple Steps
The very idea of planned giving can seem overwhelming. Complicated new tax laws, combined with unfamiliar acronyms like CRAT and CRUT, not to mention strange sounding vehicles like Charitable Gift Annuities… it’s enough to make your head spin! And that just scratches the surface. Planned Giving Can Make Your Head Spin There are so many … [Read more...]
5 Fundraising Lessons Learned from the Women’s World Cup Winners
Every girl needs a role model. This week they got one. A team-full, actually. Megan Rapinoe and her 2019 World Cup winning teammates are heroes to girls everywhere, and fundraisers too. If you want to feel amazing, check out Megan’s power pose here -- it’s inspirational! 5 Fundraising Lessons Courtesy of the 2019 World Cup … [Read more...]
4 Unquestionable Major Gift Fundraising Metrics to Accelerate Your Program
You’ve probably heard the saying, “If you don’t know where you’re going, you won’t know when you’ve arrived.” And that holds doubly true when raising major gifts. In order to accelerate your major gift fundraising program, it’s essential to define what a major gift is at your organization (no, it's not the same at every organization) and … [Read more...]
Winners of the Mastering Major Gifts Scholarship (June 2019)
Mastering Major Gifts is currently open for enrollment! First Things First... Are you ready take your fundraising success to the next level? Here’s what I’m going to share today: The two three winners of the Mastering Major Gifts scholarship giveaway Why I decided to launch Mastering Major Gifts in the first place What Mastering Major … [Read more...]
Win a FREE Scholarship to Mastering Major Gifts (June 2019)
Imagine your major gift effort taking off and soaring to new heights! It’s a dream that could come true for you. You can become an expert. You can master Major Gifts. True, there’s not a lot of help available, but I want you to soar. That’s why I developed Mastering Major Gifts What is Mastering Major Gifts? Mastering Major Gifts is … [Read more...]
You CAN Raise Major Gifts, and Here’s the Proof!
For more than 10 years, I’ve been consulting with small and mid-sized organizations on how to raise major gifts. There are plenty of reasons development professionals don’t raise major gifts. But today we’re going to focus on those who have been super-successful. You’ll hear their success stories in their own words. So if you haven’t … [Read more...]
How to Listen Your Way to Raising a Major Gift by Asking for Advice
There’s a popular expression in fundraising: Ask for money and you’ll get advice, but ask for advice and you’ll get money. The expression is a euphemism for “getting to know your donors.” It reminds us not to ask too soon. In other words, if you ask for money right away, you might get an earful -- the donor will tell you all the reasons … [Read more...]
Misconceptions: Annual Fund vs. Capital Campaign, Restricted Gifts vs. Unrestricted Gifts
The other day, a client asked if the major gifts she raises should count toward her annual fund goal. At first, I was confused by her question. But it reinforced one of the more common misconceptions about raising major gifts. Common Misconceptions About Raising Major Gifts It turns out that the woman who wondered whether major gifts … [Read more...]
Women Fundraisers: You’re Just One Ask Away from Raising Major Gifts
Attention Women Fundraisers! You CAN raise major gifts! I know this because I’ve seen it... again, and again and again. One Ask is All it Takes... Recently I consulted with a woman named Mary. Although she has been the director of development at her organization for four years, she had never asked for a major gift. And even though … [Read more...]
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