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  CAPITAL VENTURE SM
Major, Planned & Deferred Giving

The key to securing a major gift is:

The right person,
Asking the right person,
For the right amount,
At the right time,
In the right way,
For the right reason.

When identifying, cultivating and soliciting major gifts, it is important to remember the L-A-I principal.

  • LINKAGE-who knows who will help you identify the right person to make the ask
  • ABILITY-asking for the right amount is crucial
  • INTEREST-knowing the level of interest in your project or your organization helps determine the right reason to ask

CAPITAL VENTURE SM can help you move your donors up the donor pyramid with a program of major giving.

Our programs include:

  • Individual Leadership Giving identification, cultivation and strategies for solicitation
  • Development of appropriate policies and procedures for major and planned giving programs
  • Development of appropriate recognition strategies
  • Strategies for developing and marketing your planned giving program
 
 



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