Question of the Month: How do you plan for a transformational gift?

Question of the Month: How do you plan for a transformational gift?

First, it’s important to start with the basics. Before you can ask for a transformational gift, you  need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
Do You Have What It Takes to Get a Transformational Gift?

Do You Have What It Takes to Get a Transformational Gift?

Right now, in this moment, you have donors in your caseload who could give transformational gifts. But they’re not giving those gifts right now because no one has taken the time to see them, dream big with them, and take that journey with them as a partner. Getting...
Ask Your Donors for Gifts That Are Soul Filling

Ask Your Donors for Gifts That Are Soul Filling

In my last blog, I talked about how to me, summer is space. Space for many things, including cleaning out mindsets that can get in your way. Mindsets like those that limit you from asking donors for increases or significant gifts. If you haven’t had a chance to go...
Get Rid of Your Giving Club

Get Rid of Your Giving Club

I was talking to a prospective client recently who was interested in starting a new mid-level program, and all they wanted to talk about was what they would call their giving clubs and the subsequent incentives so that donors would give more. I was like, “Why do you...