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VERSION 1.0

1. 1. VERSION 1.0. “The Magical Number” Determining Ask Amounts for the It Just Takes One Campaign. 2. VERSION 1.0. Introduction. Purpose Goals Definition Set the right tone. 3. VERSION 1.0. Fundamental Steps. 4. VERSION 1.0. Fundamental Steps.

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VERSION 1.0

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  1. 1 1 VERSION 1.0

  2. “The Magical Number”Determining Ask Amounts for the It Just Takes One Campaign 2 VERSION 1.0

  3. Introduction • Purpose • Goals • Definition • Set the right tone 3 VERSION 1.0

  4. Fundamental Steps 4 VERSION 1.0

  5. Fundamental Steps • Use the Range of Gifts table • Build your prospect list • Keep volunteers involved 5 VERSION 1.0

  6. The Range of Gifts Table 6 VERSION 1.0

  7. Build Your List • Identify current relationships • Ask for suggestions– use your volunteers • Build with good information 7 VERSION 1.0

  8. Three Approaches 8 VERSION 1.0

  9. Three Approaches • Using the JMS and minimum approach • Segmenting your list • Screening potential donors 9 VERSION 1.0

  10. The JMS and Minimum Approach • Set an initial minimum amount • Verify your initial minimum • Identify JMS prospects • Hold Board Campaign meeting • Hold Flooring Gifts meeting • Verify your goal 10 VERSION 1.0

  11. Best Fit • Consider these variables: • List size < 3000 • Previous donors > 500 • Campaign experience = 1st or 2nd year • Flooring Gifts volunteers = board members 11 VERSION 1.0

  12. Step 1: Set an Initial Minimum • Review original Range of Gifts Table • Revise Range of Gifts Table • Use volunteer input throughout the process 12 VERSION 1.0

  13. Minimum Amount ROG$50,000 Goal 13 VERSION 1.0

  14. Step 2: Verify Your Initial Minimum • Involve leadership • Ask key questions • Every board member? • Sufficient JMS prospects to reach goal? • Enough other prospects to reach goal? • Enough volunteers? 14 VERSION 1.0

  15. Step 3: Identify JMS Prospects • Donors who contributed $2,000+ but under gave • Donors who gave $2,500+ in response to non-personal solicitation • Known philanthropists that Club can access 15 VERSION 1.0

  16. Step 4: Board Campaign Prospect Assignment Meeting • Purpose • Sample agenda 16 VERSION 1.0

  17. Step 5: Flooring Gifts Prospect Assignment Meeting • Purpose • Sample agenda • List information • Name • Contact information • Relevant giving history 17 VERSION 1.0

  18. Step 6: Verify Your Goal • Use the Range of Gifts Table • Inform leadership • Identify strategies to reach the goal 18 VERSION 1.0

  19. Further Segment Your List Approach • For this approach: • Begin with the “best fit” approach • Further segment your list to develop ask amounts between the minimum amount and the Jeremiah Milbank Society level 19 VERSION 1.0

  20. Best Fit • List size: Any size • Previous donors > 500 • Campaign experience = 1st or 2nd year • Flooring Gifts volunteers = board members • and one or two others 20 VERSION 1.0

  21. Steps • Set minimum ask amount • Identify Jeremiah Milbank Society prospects 21 VERSION 1.0

  22. Step 3: Further Classify Prospects • Flooring or JMS • Flooring categories • $5,000 • $2,500 • Minimum amount • Follow guidelines 22 VERSION 1.0

  23. Guidelines for Previous Donors • Use grid • Consider other factors 23 VERSION 1.0

  24. Grid for Donors 24 VERSION 1.0

  25. Four Factors and Worksheet • Access • Philanthropy • Involvement • Range of Gifts Table 25 VERSION 1.0

  26. Non-donor JMS Characteristics • $5,000+ gifts to others and • Direct access; and • Involved (or cheat a little) 26 VERSION 1.0

  27. Non-donor Flooring Characteristics • Direct access and willingness • Involved but never personally asked 27 VERSION 1.0

  28. Step 4: Verify With Committees • Sample Agendas • Worksheet 28 VERSION 1.0

  29. Electronic Screening Approach – Best Fit • 3,000+ in database • 1,000+ donors • 2nd+ year of campaign • Personal appointments with 2% 29 VERSION 1.0

  30. Electronic Screening Approach - Timing • Identify a vendor and get additional info about the vendor requirements and services • Engage vendor services, with a contract in November or December • Receive results and consulting on use of results in January 30 VERSION 1.0

  31. Final Thoughts 31 VERSION 1.0

  32. Final Thoughts • Make the Range of Gifts Table very visible • Keep the mission out front • Donors make the best solicitors • Asking is better than not asking 32 VERSION 1.0

  33. Conclusion 33 VERSION 1.0

  34. Conclusion • Use the Range of Gifts Table • in developing ask amounts • Consider a minimum ask amount if • appropriate 34 VERSION 1.0

  35. Conclusion • Identify and rate your best Jeremiah Milbank Society prospects • Identify and rate your best Flooring Gifts prospects • Learn about using electronic screening to find your best prospects 35 VERSION 1.0

  36. 36 VERSION 1.0

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