MONEY MINDED
MAJOR KEY
NEXT STEPS
STARTS WITH B
NO THANKS
100

The best way to secure the largest gift from a prospect.

What is, a multi-year pledge?

100

The only benchmark we can control in major gift fundraising.

What is activity benchmark?

100

Immediately following a prospect briefing meeting.

What is a thank you and meeting debrief email?

100

Typical generation demographic for major gifts

What is baby boomers?

100

No thanks, we'll make sure all interviews are scheduled before the cutoff deadline.

What is, How can I help you with interview outreach?

200

The type of gift most helpful in a capital campaign.

What is cash?

200

In theory, to raise $10M we'd need to ask for this amount.

What is $30M?

200

After receiving prospect strategy notes from your client.

What is update the prospect matrix and prompt actionable next steps?

200

First constituent group to pledge their gifts to a campaign.

Who is the board of trustees?

200

No thanks, I'll make all my prospect calls on my own.

What is, Can I prepare some talking points for you?

300

A foundation that distributes funding across a specific geographic area.

What is a community foundation?

300

Volunteer opportunities, newsletters, and tours

What are ways to engage major donor prospects?

300
Request meeting has been scheduled.

What is prepare the briefing document and meeting packet?

300

Tool that shows us how much it costs to raise a dollar.

What is a budget?

300

No thanks, that prospect hasn't given to us for the past three years.

What is, Can we think of ways to gain a reintroduction?

400

Gifts from this entity cannot be researched.

What is a donor advise fund?

400

A preference to email requests to prospect instead of calling or meeting them.

What is a fear of asking?

400

Client asks you to join the solicitation meeting.

What is identify my role in the conversation in collaboration with the client?

400

A strategy that involves both cash and deferred gifts.

What is a blended gift strategy?

400

No thanks, the board isn't interested in fundraising.

What is, "How can we reframe fundraising to make it interesting to them?"

500

A foundation whose support is from a single source.

What is a private foundation?

500

Three best ways to comprehensively thank top donors.

What is acknowledgement letter, phone call, and a handwritten note?

500

The list of Top 50 donors is identified.

What is identify a preliminary request target and outline the plan for outreach?

500

This document outlines donor strategy in detail.

What is a brief?

500

No thanks, the CEO doesn't want to fundraise.

What is, "Who will be accountable for campaign progress?"

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