Leadership Giving Establishing the Mentor Society
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Transcript of Leadership Giving Establishing the Mentor Society
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Leadership GivingEstablishing the Mentor Society
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•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
Purpose of Establishing the Mentor Society
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•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
A Continuum of Donors
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•Cultivation Receptions•Direct Asks
Face-to-face personal contacts
Personalized mail requests
“ASK” Strategies
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Individually held at a donor’s 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
Cultivation Reception
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One-to-one meeting with host(s) to customize the plan
Formal invitation to reception
Personal letter or telephone follow-up by host who has identified guests
Staff follow-up if necessary to insure attendance
Before the Reception
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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.
After the Reception
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•$1,000 Matchmaker Circle
•$2,500 Ambassador Circle•$5,000 Leadership Circle•$10,000 Magic Maker Circle
Mentor Society Recognition
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•$25,000 Advocate•$100,000 Strategic Sponsor•$500,000 Venture Partner•$1,000,000 Visionary
Any of these can be donated in multiple year pledges
Major Gifts Recognition
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•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
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•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
Implementing the Plan
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•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
How to Identify Top Prospects
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•Some Boards move faster than others
•Your Board can only be spread so thin
•Don’t put all your eggs in one basket (or two or three)
•Hosts and Venues don’t always come in one package
•“Heavy Hitters” don’t want to sit on a Committee
•Volunteers need supportive materials
What We’ve Learned So Far