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MAJOR GIFTS
AND NAMING
OPPORTUNITIES
WHEN GIVING BECOMES LEADINGROCKEFELLER PHILANTHROPY ADVISORS
PHILANTHROPY ROAD MAPA major gift is a
creative act
an opportunity for
a funder to transform
an institution
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How to fill out major gifts
How to fill out major gifts
01
Identify potential major gift donors by researching individuals or organizations who have a history of supporting similar causes or have shown interest in your organization.
02
Clearly articulate the impact and benefits of major gifts for your organization to potential donors, explaining how their contributions will make a difference.
03
Develop a compelling case for support, outlining specific projects, programs, or initiatives that major gifts will fund.
04
Cultivate relationships with potential major gift donors through personalized communication, such as meetings, letters, phone calls, or events.
05
Create a donor stewardship plan to recognize and engage major donors, demonstrating the impact of their gifts and fostering long-term relationships.
06
Make a clear and concise ask, clearly stating the desired donation amount and how it will be used.
07
Follow up with potential donors and provide them with any necessary documentation or information they may need to make a decision.
08
Thank donors promptly and sincerely for their contributions, expressing gratitude for their support.
09
Maintain ongoing communication with major donors, keeping them updated on the progress of funded projects and inviting them to special events or opportunities.
10
Continually evaluate and adjust your major gifts strategy based on donor feedback, results, and changing organizational needs.
Who needs major gifts?
01
Non-profit organizations and charitable institutions often rely on major gifts as a means of funding larger and more impactful projects.
02
Educational institutions, including universities and schools, seek major gifts to support scholarships, research initiatives, and infrastructure improvements.
03
Arts and cultural organizations benefit from major gifts to fund exhibitions, performances, and preservation efforts.
04
Healthcare organizations and medical research institutions use major gifts to advance scientific discoveries, improve patient care, and invest in state-of-the-art equipment.
05
Religious institutions and faith-based organizations seek major gifts to support community outreach programs, facility expansions, and charitable activities.
06
Political campaigns and advocacy groups rely on major gifts to fund advertising campaigns, organize events, and support policy initiatives.
07
Environmental organizations and conservation groups use major gifts to protect natural habitats, support wildlife conservation, and address climate change challenges.
08
Community development organizations and social service agencies benefit from major gifts to address poverty, homelessness, and promote economic opportunities.
09
Sports organizations and athletic programs seek major gifts to improve training facilities, support athletes, and promote youth sports involvement.
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What is major gifts?
Major gifts are large donations given to a non-profit organization, usually from individual donors or foundations.
Who is required to file major gifts?
Non-profit organizations are required to file major gifts with the appropriate government agency, such as the IRS.
How to fill out major gifts?
Major gifts are typically reported on a specific form, such as IRS Form 990 or a state-specific form, with detailed information about the donation and donor.
What is the purpose of major gifts?
The purpose of major gifts is to provide significant funding to non-profit organizations to support their programs and operations.
What information must be reported on major gifts?
Information that must be reported on major gifts typically includes the amount of the donation, the donor's name, and any specific restrictions placed on the gift.
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