#1 NONPROFIT MANAGEMENT PHILOSOPHY

Transcription

1 #1 NONPROFIT MANAGEMENT PHILOSOPHY Understand Who You Are How Donors View You Three general approaches to the raising of money. a. Technique Driven b. Institution Driven b. Donor Driven Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 2

2 In order to maximize giving from a donor/prospect? a. When appropriate, and with permission, publicly acknowledge their gift. b. Consistently and genuinely express gratitude. c. Meaningfully involve the donor in your program d. All of the above What is the correct answer? Permission Based Fundraising Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 3

3 #2 MGRU OVERVIEW PHASE ONE PHASE TWO PHASE THREE Proper Foundation Intentional Cultivation Raise Major Gifts MAJOR GIFTS RAMP-UP PYRAMID Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 4

4 #3 ORGANIZATIONAL DEVELOPMENT Getting Your Ducks In Row #4 CASE FOR SUPPORT Your Piece of the Puzzle That Changes the World In Memoriam Mr. Sharpe believed & taught that the most important factor leading to success in major gift planning was that the agency have a clearly articulated mission. He believed that money "chases after ideas" and that there would always be generous people who will amply support a great dream backed by a sound plan. Robert F. Sharpe: Sept 8, 1926 Jan 7, 2000 Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 5

5 PART ONE - INSTITUTIONAL CASE 1. History/Mission 3. Finances/Stewardship 2. People/Leadership 4. Services/Product 5. Uniqueness/Distinction PART TWO - PROJECT CASE 6. Future Vision Two to Three Year Plan 7. Immediate Investment Opportunity #5 ADVANCEMENT CALENDAR Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 6

6 #6 PROSPECT IDENTIFICATION WHAT IS A MAJOR DONOR? THE WEALTH SET Where does it begin and end? a. Secured Lists InfoUSA.com/Wholesale Lists b. Originated Lists Annual Reports, Board Members, Donor Lists c. Internal Lists WealthEngine.com Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 7

7 #7 AWARENESS EVENT Touch Points Begin #8 PROSPECT CULTIVATION Discover Prospect s Goals & Desires a. Onsite Tours/Office Visits/Lunch Engagements b. Introduce Case to a Cultivated Constituent c. Active Listening d. Determine Areas of Interest Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 8

8 INDIVIDUAL PLANS OF CARE (IPOC) CONSISTING OF MULTIPLE POINTS OF CONTACT (MPOC) #7 First Bookend AWARENESS EVENT Bringing the Prospect into Your Universe a. Creative Theme b. Host Committee c. Personalized Invitation #9 SIGNATURE EVENT Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 9

9 #10 CAMPAIGN LEADERSHIP #11 CAMPAIGN INTERVIEWS Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 10

10 #12 SOLICITATION PHASE THREE PART ASK Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 11

11 #13 CAMPAIGN SUCCESS #14 SUMMARY MGRU Pyramid Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 12

12 AUTHOR MAJOR GIFTS RAMP-UP OVERVIEW CURRICULUM James P. LaRose, CFRE, CNC - Founder - James P. LaRose Companies Phone: (803) jimmy@development.net James P. LaRose, CFRE, CNC known around the world as Jimmy LaRose the Fundraiser's Fundraiser," continues to transform nonprofit executives tasked with the raising of money in a tumultuous 21st Century economy. His passion for the nonprofit sector is without bounds and his love for the leaders who serve is unparalleled. His heroes are those men and women of the charitable world who lay down their lives daily for the hurting and the hopeless. He s spent the last twenty years supporting executives, volunteers, staff and board members across six continents who spend themselves in service to others. Jimmy is fond of sharing with professionals that, "Money chases after ideas, and there will always be generous people who will amply support a great dream backed by a sound plan." Jimmy is the founder of the National Development Institute, Development Systems International and ProPlatforms.com. He is the author of the internationally recognized fundraising series MAJOR GIFTS RAMP-UP and is the designer of the MAJOR GIFTS RAMP-UP CLOUD, a complete back-office for nonprofit executives. Jimmy led the design team that established Certified Nonprofit Consultant (CNC), a credentialing process that supports nonprofit executives committed to sharing their management experience with their peers. He is the co-founder of the CauseCause.com platform, an online social media community network that supports citizens of the world committed to advancing the common good. He is the co-founder of DonorScope.com, a web-based research portal that identifies philanthropists, altruists, and leaders and their capacity to give to causes for which they personally care. Jimmy has been credentialed by the National Development Institute as a Certified Nonprofit Consultant (CNC) and holds the Certified Fund Raising Executive (CFRE) certification. He is the founding President of the Western Maryland Chapter of the Association of Fundraising Professionals (AFP) and is a graduate of AFP's Faculty Training Academy (FTA) and has been named by the AFP as a Subject Matter Expert on the raising of money. Jimmy has also served as a specialist with the U.S. State Department's Speakers Bureau and has traveled the world working with embassies, foreign governments, and leaders to promote philanthropy and civil society in developing countries. He is a graduate of Indiana University's Executive Leadership Program, Indianapolis, IN, the National Planned Giving Institute, Memphis, TN, Tennessee Temple University, Chattanooga, TN and the Word of Life Bible Institute, Schroon Lake, NY. Rev. LaRose was ordained as minister of the gospel by the Ecumenical Church of Christ in 2010 to further support his service to the hurting and the hopeless around the world. Jimmy and his wife Dianne make their home in Columbia, SC and are blessed with three children and three grandchildren. Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 13

13 ADDITIONAL ONLINE FUNDRAISING RESOURCES: Development Systems International P.O Box Columbia, SC Voice: Fax: jimmy@development.net Copyright (C) Development Systems International MAJOR GIFTS RAMP-UP CURRICULUM - Pg. 14