Tag Archives: Major Gifts

Nonprofit Radio for September 30, 2016: Boost Revenue With Donor Surveys & Discovery Visits

Big Nonprofit Ideas for the Other 95%

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Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

It’s not your 7th grade spelling bee! We Bee Spelling produces charity fundraiser spelling bees with stand-up comedy, live music & dance. It’s all in the video!

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John Haydon & Rachel Muir: Boost Revenue With Donor Surveys

John Haydon and Rachel Muir reveal how to smartly and effectively survey your donors to increase revenue and grow your major gift pipeline. John is the CEO of Inbound Zombie and Rachel is vice president of training at Pursuant. (Recorded at the 2016 Nonprofit Technology Conference)

 

 

Maria Semple: Discovery Visits

Maria Semple

These one-on-one meetings are critical to your prospect research. Maria Semple, our prospect research contributor and The Prospect Finder, makes sure you’re getting the most out of them. (Originally aired July 10, 2015)

 

 


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Nonprofit Radio Knowledge Base: Board Fundraising

 

It’s critical. And I know it’s a big, big problem for a lot of nonprofits.

Major Gifts 2.0: Straight Talk For Your Board [video]. Get a CEO’s perspective on board fundraising! My guest is Jennifer Herring, CEO of The Maritime Aquarium.

With Deborah Stanley from Blackbaud, A Board That Brings In The Bucks. She wants you to lose the fear of asking!

Your Board Can Fundraise with Dennis Miller, consultant.

From a few weeks ago, Your Board On Grants, with regular contributor Cindy Gibson. Our discussion applies to all fundraising, really.

Here’s the first Knowledge Base article, on Branding.

BOOst Your Major Gift Asks With Planned Gifts

Image courtesy of Pink Sherbet Photography, Creative Commons license
Image courtesy of Pink Sherbet Photography, Creative Commons license

A strategy to improve your major gift solicitations: include planned gifts.

When you ask a prospect for a major gift, include a planned gift. It can be as simple as a bequest in the will; as middle-of-the-road as a charitable gift annuity; or as high-end complex as a charitable lead trust.

You’ll have to beat off the gifts with your broomstick!

The Planned Giving addition adds a dimension to your solicitation. Now you have more to talk about if your prospect balks at the outright ask. You can reduce the outright ask and add more to the planned gift.

It’s best if you don’t add dollar-for-dollar because the planned gift won’t mean cash to you until the donor’s death. The exception is a lead trust, but those are quite rare. Instead, add to the planned gift the future value of what you’re not getting outright. Here’s a future value calculator.

You’ll have more to negotiate around. The negotiation dance is one witch is critical after your ask.

The added planned gift can also act as a straw man. It’s harder for your prospect to turn down both the major gift and the planned gift. Gutting the planned gift out of the solicitation–like a pumpkin becomes a jack-o-lantern–makes it more likely the major gift remains intact.

The greatest success I’ve seen with this arises because you’ll have more variables in your solicitations. There’s more to talk about and listen to.

Talk half as much as you listen and you’ll have bewitching successes with your major gift solicitations.

P.S. This is part of October’s Nonprofit Blog Carnival, Major Gifts Tricks and Treats, hosted by Claire Axelrad.

Nonprofit Radio, December 9, 2011: Fundraising Throughout Your Lifecycle & Marrying Major and Planned Gifts

Big Nonprofit Ideas for the Other 95%

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Jeffrey Sobel
Jeff Sobel: Fundraising Throughout Your Lifecycle

What does fundraising look like in the stages of a nonprofit’s life: brain child; start up; adolescence; maturity; stagnation; and decline? And how do you avoid the last two? Jeff Sobel, principal of Jeffrey Sobel Consulting, shares his insights. (Recorded at Westchester County AFP’s National Philanthropy Day.)

 

Interviewing Charlie Gordy and Margaret Holman for Nonprofit Radio

Charlie Gordy and Margaret Holman: Marrying Major and Planned Gifts

Are these two compatible? What do their courtship and marriage look like? Charlie Gordy, director of planned giving for Harvard Law School, and Margaret Holman, principal of Holman Consulting, reveal how to make this a match made in heaven. (Recorded at the National Conference on Philanthropic Planning.)
 



Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Here is the link to the podcast: 070: Fundraising Throughout Your Lifecycle & Marrying Major and Planned Gifts

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