Qualifying an individual on to your caseload is a major commitment on your part. I would think long and hard before doing this. You may well have 15 – 30 prospects that have been researched and you are in the …
What is the difference between Prospects and a Qualified Caseload? Read more »
One of the lessons I learned early on in my career was not to prejudge a prospect. Honestly, it really is true that the individuals you think can’t possibly be interested in your organisation are and the others who are …
As you get nearer to asking for a major gift you need to be intentional with your monthly touch points. As you lead towards the Ask it goes without saying that you must have regular contact with your potential donor. …
Have you heard a Director in your organisation say: “I don’t feel comfortable asking for that much (high level £ gift) because I don’t want to undermine our relationship”……… The underlying implication here is that asking for a high level …
The assumption here is that you have identified the Major Donor prospect as someone who is personally wealthy and in your view could potentially give a £10k+ gift if further engaged with your organisation. Bear in mind that it might …
The role of the Major Gifts Executive (MGE) is to build a healthy relationship with each Major Donor. However there is a fine balance between being ‘over friendly’ and losing the purpose of building the relationship towards philanthropy. The relationship …
I am not a big believer in using a formula to decide the major donor level for your charity. This is mostly because if you are managing smaller donors, such as £250 – £2,000 donors, the statistics don’t add up. …
There are two KEY roles for a Major Gifts Executive: 1. Prospecting 2. Managing Major Donors who are already qualified Of course there are many additional tasks related to these two core functions. These include the ability to write succinctly, …
One of my clients has recently been preparing their Annual Review of the Team’s performance. This is important for the team but also for showing Directors the progress of the major gifts team’s work. This may not always show itself …
I was discussing with a client today about the very awkward subject of handing over Major Donors. It is a common occurrence that inevitably Major Gift Executives move on or perhaps need to leave for maternity leave or sickness and …
