Presentation Title Here

Presentation Title Here

Leadership Giving Establishing the Mentor Society Purpose of Establishing the Mentor Society Attract gifts of $1000 or more on a recurring basis Provide a pathway for current donors to migrate upward

Attract new donors at higher levels Develop and train volunteers for individual gift fundraising A Continuum of Donors Annual Giving Direct Mail and BFKS Leadership Giving Annual Mentor Society Giving Campaign Major Gifts Natural evolution from

Leadership Giving Planned Giving Cultivate relationships that lead to the Ultimate Gift ASK Strategies Cultivation Receptions Direct Asks Face-to-face personal

contacts Personalized mail requests Cultivation Reception Individually held at a donors home or other attractive venue Lightly touch on fundraising during brief program about the agency (Include any Challenge/Matching opportunities)

Use as platform for cultivating contacts Small group networking Before the Reception One-to-one meeting with host(s) to customize the plan Formal invitation to reception Personal letter or telephone followup by host who has identified guests Staff follow-up if necessary to insure attendance

After the Reception Personal follow-up by host for gifts not collected at Reception Immediate thank you phone call and hand-written note from CEO for gifts Information on the number of matches sponsored by the gift, with personalized information re: the Big and Little A thank you gift e.g. crystal object, or

tile hand-made by match, etc. Mentor Society Recognition $1,000 Matchmaker Circle $2,500 Ambassador Circle $5,000

Leadership Circle $10,000 Magic Maker Circle Major Gifts Recognition $25,000 $100,000 $500,000 $1,000,000 Advocate

Strategic Sponsor Venture Partner Visionary Any of these can be donated in multiple year pledges Implementing the Plan Find a Board Champion Create a Leadership Giving Team

Set a Stretch Goal Within reach but still ambitious Try to double # of gifts of $1000 or more Implementing the Plan Try to secure a challenge or match established by a donor or outside source Sell the Board

Identify your Top Prospects: To host a Reception To make a Direct Ask How to Identify Top Prospects Assess commitment to Agency Track record of recent gifts Assess current involvement with Agency Analyze stage in life and career

Determine if their associates have the capacity to give at $1000 or more Identify potential venue What Weve Learned So Far Some Boards move faster than others Your Board can only be spread so thin Dont put all your eggs in one basket (or two or three) Hosts and Venues dont always come in

one package Heavy Hitters dont want to sit on a Committee Volunteers need supportive materials

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