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MAJOR GIFT PROSPECT CULTIVATION, STRATEGY DEVELOPMENT AND TRACKING Providence Philanthropy Director s Conference Renton, Washington May 18, 2011, Gary J. Hub bell Gary Hub bell Consulting 414-962-6696

How to fill out major gift prospect cultivation

How to fill out major gift prospect cultivation:

1. Research potential donors: Start by identifying individuals or organizations that have the potential to make major gifts. This can be done through various sources such as donor databases, networking events, or referrals.
2. Qualify the prospects: Once you have a list of potential donors, it's important to assess their capacity and inclination to make a major gift. This can be done through wealth screening, analyzing past giving history, or conducting prospect interviews.
3. Develop a cultivation plan: Create a personalized cultivation plan for each major gift prospect. This plan should outline the steps you will take to engage and build a relationship with the prospect. It may include activities such as personalized communications, meetings, tours of your organization, or involvement in events.
4. Engage the prospects: Begin implementing your cultivation plan by reaching out to the prospects and initiating conversations. This can be through phone calls, emails, or in-person meetings. The goal is to establish rapport and provide them with information about your organization and the impact their gift can make.
5. Customize your approach: Tailor your cultivation efforts to each prospect's interests, motivations, and philanthropic goals. This will help you create meaningful connections and demonstrate how their support can align with their personal values.
6. Involve key stakeholders: Engage key individuals within your organization who have a strong relationship with the prospect, such as board members, volunteers, or program beneficiaries. Their involvement can provide additional credibility and build trust with the prospect.
7. Communicate impact and results: Keep the prospects updated on the progress and impact of your organization's work. Share success stories, program outcomes, and financial accountability reports. This will demonstrate the effectiveness of their potential gift and the difference it can make.
8. Move towards the ask: Once you have built a strong relationship with the prospect and they have shown interest and support for your organization, it's time to make the ask. This can be done in a formal meeting or through a written proposal. Be clear about the purpose and impact of their gift, and provide options for levels of giving.

Who needs major gift prospect cultivation?

1. Nonprofit organizations: Nonprofits that rely on donations to fund their programs and services can benefit from major gift prospect cultivation. It allows them to identify and engage potential major donors, increasing the likelihood of securing significant contributions.
2. Fundraising professionals: Professionals in the field of fundraising and development play a crucial role in major gift prospect cultivation. They are responsible for researching, qualifying, and cultivating relationships with potential major gift donors on behalf of their organization.
3. Philanthropists: Major gift prospect cultivation is also relevant to individuals or organizations looking to make significant charitable donations. By going through the cultivation process, they can ensure their gift aligns with their philanthropic goals and has the maximum impact on the causes they care about.

For pdfFiller’s FAQs

What is major gift prospect cultivation?

Major gift prospect cultivation is the process of building relationships with potential major donors in order to secure significant financial donations for an organization.

Who is required to file major gift prospect cultivation?

Nonprofit organizations and fundraising professionals are typically required to file major gift prospect cultivation information with regulatory agencies.

How to fill out major gift prospect cultivation?

Major gift prospect cultivation forms usually require information about the donor, the amount of the gift, the purpose of the gift, and any other relevant details.

What is the purpose of major gift prospect cultivation?

The purpose of major gift prospect cultivation is to strategically engage with potential major donors in order to cultivate long-term, mutually beneficial relationships that may result in significant financial contributions.

What information must be reported on major gift prospect cultivation?

Information that must be reported on major gift prospect cultivation forms typically includes donor details, gift amounts, gift purposes, and any other relevant information as required by regulatory agencies.

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