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Turning Yourself into a Major Gifts Fundraiser

Turning Yourself into a Major Gifts Fundraiser. Bill Bennett, CFRE Senior Development Officer Wellesley College 106 Central Street Wellesley, MA 02481 wbennett@wellesley.edu 781-283-3345. Transition to Major Gifts Managing Your Major Gifts Portfolio

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Turning Yourself into a Major Gifts Fundraiser

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  1. Turning Yourself into a Major Gifts Fundraiser Bill Bennett, CFRE Senior Development Officer Wellesley College 106 Central Street Wellesley, MA 02481 wbennett@wellesley.edu 781-283-3345

  2. Transition to Major Gifts • Managing Your Major Gifts Portfolio • Securing Visits with Reluctant Prospects • Group Examples and Questions • Resources Session Objectives:

  3. Short Term vs. Long Term • Entire Database vs. Defined Prospect Pool • Annual Gifts vs. Transformative Gifts • Single / Direct Ask vs. Multiple / Blended Ask • Donors vs. Partners Transition to Major Gifts

  4. Portfolio Management • Strategic Planning In Advance • Prioritize Prospects • Efficient Use of Database • Specialized Software

  5. Specialized Software

  6. Traditional Approaches • Social Media & Connections • Create Feeling of Importance • Non-Traditional Approaches • Persistence Securing Visits

  7. Reason for Next Visit or Contact • Be Direct. Ask How They Wish to be Contacted • Determine a Time for Next Visit/Contact • Immediately Put Reminder Notes in Your Calendar • Create Database with Known Interests Following Visit

  8. #1 Most Important Rule Ensure every prospect you visit feels good about whatever they decide to do…. … even if it is NOTHING!

  9. Group Examples and Questions

  10. Afpnet.org • CASE.org • Book: ASKING by Jerold Panas Resources “It take a steely determination and persistence and unyielding resolve. All of those. But, as I have discovered, if you find a path with no obstacles, it probably doesn’t lead anywhere”. - Jerold Panas

  11. Thank you!

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