SOLUTIONS IN ACTION
"The meeting went well, but I didn't make the ask..."
What is, "Perhaps I can join you for the next one?"
The _____ meeting is scheduled for Friday, we're hoping to secure $1M.
What is request?
Let's have a celebration to commemorate reaching this milestone!
What is goal?
Catholic donors who support therapeutic horse-related programs.
Who are the Shea Family?
This Team 9 director has help to address issues to food insecurity and homelessness in Kern County.
Who is Victor Vasquez?
"The meeting went well, I don't have any notes from our conversation."
What is, "Let's practice ensuring that we've set the next step with the prospect before the meeting ends."
Thank you for your _____ of $25,000, we will follow up with a pledge form and/or payment details.
What is gift?
A donor who makes the top gift to campaign is this type of donor.
What is lead?
This donor began his journey of California philanthropy as a professor at UC San Diego
Who is Irwin Jacobs?
This Team 9 director helps to provide healing and protection from child abuse.
Who is Ron Dufault?
"The meeting went well, she pledged a gift before I could make an ask."
What is, "Let's practice pre-emptive gift responses and how to navigate them."
The ________ shows us a sense of how much a family could potentially give but it's only a starting point.
What is estimated gift capacity?
What is gift?
A key Jewish donor who has named both community clinics and theaters in Los Angeles.
Who is Haim Saban?
This Team 9 director is leading CCS' work on the second phase of an independent school's multi-phase campaign.
Who is Anne Thomas?
"The meeting went well, before he makes a gift, we need to provide a, b, and c."
Our list of potential donors is called a prospect list, this is the more donor-appropriate name.
What is list of potential donors?
While not the closest prospects to an organization, 20% or less of our list should include these individuals.
What is cold prospects?
You can find gifts from this donor to nearly all nonprofit sectors including religion.
Who is Bill Ahmanson?
This Team 9 director is currently building a public phase campaign in an up and coming philanthropic marketplace.
Who is Julie Siebel?
What is, "Let's preserve their support of the annual fund first and rethink their campaign support thereafter."
This is used to collect payment on a multi-year commitment.
What is pledge reminder?
On a daily basis, frontline support requires we are both collecting and analyzing this key information.
What is data?
Originally from South Africa, this donor was born to Chinese parents, is best known for his work in technology and medicine, and is part owner of the Los Angeles Lakers.
Who is Patrick Soon-Shiong?
This Team 9 director has joined Jillian and Martin in their leadership of the ADLA pledge redemption phase.
Who is Danielle Shiv?