Major Gift Fundraising Plan Template

Today im going to go over a step by step process on how to put together a strategic plan for each donor. Major gift prospect cultivation strategy development and tracking providence philanthropy directors conference renton washington may 18 2011 gary j. Major gifts plan template a look at each step with that in mind as long as you remain accountable and follow the four steps outlined below in this major gifts plan template you will end up raising major gifts.

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12 Amazingly Easy Step By Step Fundraising Plan Templates

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Major Donor Cultivation Planning For Success Fearless

A simple month by month cultivation plan for major gift donors amy eisenstein.

Major gift fundraising plan template. Here is a guest article by bob martin assistant vice chancellor for development at the university of tennessee at chattanooga on developing your major gift plan campaign. I thought it would be helpful to share these ideas with you so you can create your own step by step plan to cultivate your major donors. They help you keep your eye on the prize while knowing what your next move is. I want to encourage you that it doesnt need to be that way.

If you want to raise major gifts you need to build relationships with your donors and that requires a simple cultivation plan you can use all year. Im working with some wonderful clients creating a step by step process to help them followup on their major gift prospects. You need proven systems. And this is one of the reasons that mgos and ultimately non profits struggle with their major gift programs they dont have a plan.

Creating plans and goals for every donor veritus group and major gift academy page 1 creating strategic plans and goals for every major donor an article from veritus group to help you succeed at major gift fundraising. A major gift fundraising template doesnt need to be complicated have you fallen into the trap of making your major gift fundraising template complicated or hard to use. And ultimately they help you sustain the relational momentum with prospects that is so key to major gifts work. You can refer to my handout with 41 cultivation questions to ask a major donor.

Regular fearless fundraising readers know where im going with this. Systems help you focus. This is some great advice that applies to many donor planning and management tasks.