Major Donor Plan Template

Create a single page cultivation plan for your top 20 prospective donors.

Major donor plan template. If that is you you may be glad to know there are some basic principles behind a major gift fundraising template that you can start using right now. Four major donor solicitations. A super simple fundraising plan template 7 easy steps to identify your priorities for 2016. Use the month by month sample plan as a template for your plan.

And will keep you on track. In this post well share how to craft your own donor stewardship plan. Today im going to go over a step by step process on how to put together a strategic plan for each donor. And this is one of the reasons that mgos and ultimately non profits struggle with their major gift programs they dont have a plan.

Major gift prospect cultivation strategy development and tracking providence philanthropy directors conference renton washington may 18 2011 gary j. If i learned anything in graduate school its that the planning process is far more important than the plan itself. If you plan to ask them for 10000 or more its well worth a trip or two for you or someone at your organization to visit them. Challenge yourself action item step 1.

Here are the basics. For a deeper dive into creating a fundraising plan download the guide how to create a fundraising plan. Your plan will change but sketching out a best guess and forcing yourself to go through the process of developing and end to end cultivation strategy will be instructive. List the donorprospect name and assign each to a major donor rep.

I see many nonprofits who do not do this first task at least not in its entirety. Major donor fundraising makes a huge difference to charities and while it is hugely resource intensive in terms of research cultivation and stewardship the amounts of money and the difference that it can make are generally worth the effort. Conducted our first online campaign and found three new major. The first step in creating a stewardship plan is to identify different donor levels.

If you cant commit to those resources though major donor fundraising is unlikely to work. Here is a guest article by bob martin assistant vice chancellor for development at the university of tennessee at chattanooga on developing your major gift plan campaign. The bottom line is that its hard to build solid relationships with 75 150 people without a plan. These levels will serve as a framework that youll build your plan around.

This is some great advice that applies to many donor planning and management tasks.