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.