Donor Prospect Research

[Tutorial]

Annual Giving: A Letter Once a Year Does Not an Annual Appeal Make!

3
Average: 3 (2 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President
Originally Published in the AFP Information Exchange

Many organizations describe themselves as having an annual appeal, but upon further investigation, what the annual appeal consists of may be a letter sent to donors or prospective donors once a year. A strong annual giving appeal consists of far more than just an annual direct mail appeal. For most successful organizations, annual giving may include, personal visits with individual major donors, a corporate appeal, a telephone campaign, Internet fundraising and direct mail.  Read more


[Private Vault Tool]


Capital Campaign Donor Screening Form

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An at-a-glance worksheet for screening donors and organizing the approach.  Read more


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[Recommended Book]

Capital Campaigns: Everything You Need to Know! (eBook)

4
Average: 4 (4 votes)
By Linda Lysakowski, ACFRE
A comprehensive guide and workbook; the first ebook in the CAPITAL VENTURE Executive Fundraising Series.
 
Publisher's Description:
 

Planning a Capital Campaign? Already in a campaign? Thinking about one? Then CAPITAL VENTURE's latest eBook in the Executive Fundraising Series, Capital Campaigns: Everything You Need to Know! is for you. More than a book, this is a workbook with step-by-step instructions and many customizable tools to help you create and implement a successful campaign.  Read more


[Private Vault Tool]


Leadership Gifts Prospecting Guide

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Leadership Gifts Prospecting Guide

Leadership Gifts are gifts of $xxxx or more, major gifts are gifts of $xxxx or more.

Gifts may be paid in several ways:

  • Outright gifts of cash
  • Pledges to be paid over a three to five year period of time
  • Gifts of appreciated stock
  Read more


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[Tutorial]

Looking Beyond the Usual Places for Funding

5
Average: 5 (1 vote)
By Jeannette Archer-Simons, CFRE
Principal, Archer-Simons Consulting
Originally published on the CharityChannel.com Grants & Foundations Review

Habits are hard to break. Thus, it is not surprising that we often go back to the same comfortable sources for funding because we can count on them for support. While having great relationships with funding partners is good, always asking for help from the same friends can wear out the relationship. So now is a great time to step back and look for sources that may be closer to your organization than you think — but haven’t been asked recently to help. Let’s step into the “opportunity zone” and identify new potential sources beyond the usual places for funding.

Begin by looking at your donor list. You might say — that is the usual place. However, many donors who are steady supporters with a small gift every year may have the potential to give more or be connected to a foundation or corporation. When was the last time you looked at donors that have made a contribution every year for the last five years — even if it was a small gift? Pick a gift range. If you are small organization it might be $25 donors who have given for five years — a larger organization might pick $100. Then approach them by asking not for a gift, but for help.  Read more


[Private Vault Tool]


Major Gifts Confidential Contact Report Form

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A inner-office contact report form for screening and tracking the cultivation of major gift donors.  Read more


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