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Be the Queen of your Chess Board

Be the Queen of your Chess Board. Navigating Donors through Annual, Major and Planned Gift Solicitations. https:// youtu.be/d0fcfP7rg1w. Objectives. Importance and timeliness of making the ask Pivoting from annual to major to planned and vice versa

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Be the Queen of your Chess Board

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  1. Be the Queen of your Chess Board Navigating Donors through Annual, Major and Planned Gift Solicitations

  2. https://youtu.be/d0fcfP7rg1w

  3. Objectives • Importance and timeliness of making the ask • Pivoting from annual to major to planned and vice versa • Continuing the conversation for a larger gift • Involvement of senior leadership

  4. The Queen

  5. ASK

  6. Major/Planned Gift Conversations • Gauge their capacity and inclination • Listen for cues regarding timing • Provide the donor with options for impact • Ask so they can act

  7. https://binged.it/2Jgex9W

  8. Importance of Your Donor Culture

  9. After the Ask • Follow-Up • Prepare stewardship plan • Start brainstorming about next gift

  10. Annual MajorPlanned

  11. PlannedAnnualMajor

  12. Engaging Leadership • Understand the dynamic • Don’t compare relationships • Manage as much follow-up work as possible

  13. Engaging Leadership • Recognize the opportunity for your donor • Manage their expectations from the start • Utilizing my knowledge and experience

  14. ASK So They Can ACTEmbrace Your Role as Queen

  15. Thank You and Checkmatecrightonl@uncw.eduIG: lmcrighton23

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