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1、AFP Greater Toronto Chapter - Fundraising Day 2005,Breaking through the small gift barrier:,Positioning your organization for Major Giving Anthony Holl - TIFFG Rob Lavery, CFRE - SOLS,AFP Greater Toronto Chapter - Fundraising Day 2005,Agenda,Introductions Components of a Major Gift Program What is M
2、ajor Gifts for you? Prospect research and identification Volunteer roles Tips for Major Gift programs Resources,AFP Greater Toronto Chapter - Fundraising Day 2005,Introductions,Rob Lavery CFRE Resource Development Consultant Southern Ontario Library Service Anthony Holl Campaign Director, Individual
3、 Giving Toronto International Film Festival Group,AFP Greater Toronto Chapter - Fundraising Day 2005,And,Who are you?,AFP Greater Toronto Chapter - Fundraising Day 2005,Agenda,Introductions Components of a Major Gift Program What is Major Gifts for you? Prospect research and identification Volunteer
4、 roles Tips for Major Gift programs Resources,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gif
5、t Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Planning for Major Gifts,Define major gifts Define gift levels, minimum requirements, gift clubs threshold Establish goals Types of gifts Draft rec
6、ognition vehicles,AFP Greater Toronto Chapter - Fundraising Day 2005,Planning for Major Gifts,Define the case for support Mission Organizational Overview Record of accomplishment Future directions,AFP Greater Toronto Chapter - Fundraising Day 2005,Planning for Major Gifts,Define staffing needs for M
7、ajor Gifts Program Create a major gifts committee Define roles and responsibilities Define staff support Develop volunteer solicitation plan Recruit volunteers Train volunteers,AFP Greater Toronto Chapter - Fundraising Day 2005,Planning for Major Gifts,Define communications strategy to attract Major
8、 Donors Individuals Corporations Foundations,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Research,Identify Prospect
9、s Internal External,AFP Greater Toronto Chapter - Fundraising Day 2005,Research,Conduct research Formal research tools various additional informal sources,AFP Greater Toronto Chapter - Fundraising Day 2005,Research,Rate prospects establish rating committee create prospect rating system rate prospect
10、s sort by rating prioritize,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Cultivation,Create cultivation plan define
11、cultivation vehicles create a strategy for each prospect, select vehicles and tactics assign staff and volunteers conduct training create reporting structure,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgeme
12、nt Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Solicitation,Create solicitation plan define solicitation vehicles create a strategy for each prospect, select vehicles and tactics assign staff and volunteers conduct training create reporting structure,AFP Great
13、er Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Acknowledgement and Recognition,Establish gift acknowledgement procedures and ti
14、ming Recognition of donors types of recognition ongoing stewardship and contact,AFP Greater Toronto Chapter - Fundraising Day 2005,Reality Check!,Be creative as possible with recognition “New” donors want anonymity,AFP Greater Toronto Chapter - Fundraising Day 2005,Acknowledgement and Recognition,Re
15、cognition of volunteers types of recognition ongoing stewardship and contact,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day
16、 2005,Evaluation,Annual program evaluation analysis of program goals in actual numbers analysis of budget goals and actual numbers comments and recommendations,AFP Greater Toronto Chapter - Fundraising Day 2005,Components of a Major Gift Program,Planning Research Cultivation Solicitation Acknowledgement Recognition Evaluation Reporting,AFP Greater Toronto Chapter - Fundraising Day 2005,Reporting,Program progress reporting - prospect status reports Communicating results,AFP Greater Toronto Chapt