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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
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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
Amy Eisenstein, CFRE Author, Speaker, Consultant, Coach Tri Point Fundraising amy@tripointfundraising.com Follow Amy on Twitter @amyeisenstein Facebook: facebook.com/tripointfundraising
Diana Hand Senior Marketing Manager GuideStar USA dhand@guidestar.org Twitter: @GuideStarUSA Facebook: facebook.com/GuideStarUSA Google+: plus.google.com/+GuideStarUSA
How BIG is Major? What is a Major Gift?
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Why Face-to-Face?
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
3 Simple Steps
Step 1: Get Ready
Step 2: Get Set
Step 3: Go!
Board Members Identify Prospective Donors Cultivate Relationships
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Step 1: Get Ready
Do You Have a Fundraising Board?
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
100% Participation
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Give and Get
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Fundraising Cycle
Identification
Cultivation Solicitation
Stewardship
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Identification
Is HE a good prospect?
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Make a List
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Organization
Friends & Family
Volunteers
Board Members
Staff Service Clubs
Vendors
Houses of Worship
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Cultivation
Getting the 1st Meeting
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
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
Rehearse Role Play
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Step 2: Get Set
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Ask!
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Step 3: Go
Solicitation
The Moment of Truth
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
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
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
If You Don’t Ask, You Won’t Get
Copyright Amy Eisenstein 2012 www.tripointfundraising.com
Want to Raise More Major Gifts this Year? Take the Major Gifts Challenge
Copyright Amy Eisenstein 2013 www.tripointfundraising.com
www.tripointfundraising.com
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