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Major Gifts

Having a comprehensive, focused and systematic approach to major gifts is a critical element of advancement success and of reaching your school’s philanthropic potential. Our Major Gift Program process is structured upon two fundamental components – Planning and Implementation:

Planning (3 to 4 months):

The five key objectives of this component of the process are:

• Case Development – Finalize the major gift case for support.
• Prospect Identification – Create list of top giving prospects and suspects.
• Major Gift Support Materials – Case document, video.
• Solicitation Training – for staff and select volunteers.
• Monthly Implementation Plan – the plan to cultivate and solicit the top prospects and suspects and coordinate with A/F and other fundraising activities.

Implementation (6 to 10 months):

The four key objectives of this component of the process are:

• Call Strategy and Preparation – Create customized solicitation strategies for the top giving prospects and prepare for solicitation.
• Personal Solicitation – We will make some solicitation calls with you to provide further train and prepare you for future calls.
• Cultivation Strategies – Create customized cultivation strategies for giving ‘suspects’ – those not quite ready to be solicited.
• Monthly Monitoring, Evaluation and Adjustment – We maintain monthly contact with you to manage, guide and keep the major gift process focused and dynamic.