![]() Here are the documents from the Making the Major Gift Ask training session. Thanks again for participating. Feel free to reach out with questions.
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![]() An article in Albuquerque Business First today touts the use of LinkedIn as a free, easy relationship mapping tool to prospect for major gifts. While it’s not the worst fundraising advice I’ve ever heard (in a category of journalism that can often range from the tone deaf to the truly misleading), it is flawed. Here are a few reasons why you shouldn’t over-rely on LinkedIn for this task, especially for gifts that trustees will solicit:
So my advice – whether you have a consultant or are doing this solo – is that the quickest, most effective method is still a largely human-centered one:
![]() Here's my outline for a thorough yet succinct major gifts donor bio. It's universally useful and not too fussy. I use it constantly. Primary Names Aliases (include nicknames and maiden names) Record number in your database Contact info Photo Relationship with Your Organization • How they became connected to your organization • Years of involvement, key groups and leadership roles • Current donor status • Key relationships within your organization, especially board • Two sentence max summary on last key contact with organization Professional and Civic Background • Companies and leadership roles • Important business info, especially newsworthy events • Involvement in other nonprofits or civic groups • Giving to other organizations (quick to read chart form is ideal) • Schools attended, alumni roles Family and Personal Background • Key family members and relevant history • Spouse, basics about children • Residences • Interests, hobbies not otherwise covered • Anything else important that didn’t fit in above Optional: Possible Interest Areas • Briefly identify 3-4 possible interest areas within your organization Footer: Your name, date, and possibly list key sources |
AuthorEmilie, Principal and Owner Archives
December 2022
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