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The 12th Annual Conference of the Association of Arts and Sciences Advancement Professionals MAJOR GIFTS Performance Planning Thomas W. Graham, Ph.D. September 25, 2007, Performance Metrics Rules
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How to fill out major gifts performance planning
01
Major gifts performance planning involves setting goals, developing strategies, and tracking progress related to securing major gifts for a nonprofit organization.
02
To fill out a major gifts performance planning, start by identifying your organization's objectives and the specific outcomes you hope to achieve through major gift fundraising. This could include financial goals, specific projects or initiatives that need funding, or increasing donor engagement.
03
Map out the steps or milestones needed to reach these objectives. This can include identifying target donor segments, creating cultivation and solicitation strategies, and establishing metrics for success.
04
Determine the resources needed to implement your major gifts performance plan. This may involve staff time, fundraising materials, technology tools, or external consultants.
05
Assign responsibility for each step or milestone to specific individuals or teams within your organization. Clearly define their roles, expectations, and deadlines.
06
Create a timeline for implementing your major gifts performance plan. This will help you allocate time and resources effectively and monitor progress.
07
Regularly review and analyze performance against your plan. This may involve tracking revenue generated, number of major gifts secured, donor retention rates, or other key metrics. This will allow you to assess progress and make adjustments as needed.
08
Major gifts performance planning is relevant for nonprofit organizations that rely on philanthropic support to carry out their mission. This can include charities, educational institutions, healthcare organizations, arts and cultural organizations, and more.
09
Any nonprofit that seeks to attract larger donations, build relationships with major donors, and improve the effectiveness of their fundraising efforts can benefit from major gifts performance planning. It helps organizations focus their efforts and resources on securing significant gifts that can have a transformative impact.
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What is major gifts performance planning?
Major gifts performance planning is the process of strategizing and setting goals for securing large donations from individuals or organizations.
Who is required to file major gifts performance planning?
Nonprofit organizations and fundraising teams are required to file major gifts performance planning.
How to fill out major gifts performance planning?
Major gifts performance planning can be filled out by setting specific fundraising goals, identifying potential major donors, creating cultivation strategies, and tracking progress.
What is the purpose of major gifts performance planning?
The purpose of major gifts performance planning is to increase fundraising revenue by focusing on securing larger donations from major donors.
What information must be reported on major gifts performance planning?
Information such as fundraising goals, donor prospects, cultivation strategies, and progress tracking must be reported on major gifts performance planning.
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