Module #3: Defining Gifts

Overview:

Unlock the potential of strategic gift management with our comprehensive guide, “Defining Gifts.” This presentation is tailored for organizations looking to optimize their fundraising efforts by understanding the key categories of gifts and employing thoughtful donor cultivation and stewardship strategies.

Key Features:

Gift Categories and Why They Matter: Gain clarity on the four essential types of gifts—Annual, Major, Principal, and Planned—and why they’re crucial to your organization’s fundraising strategy. From one-time donations to future-based planned gifts, this deck explains how each type fits into a successful donor management framework.

Cultivation Strategies: Learn the art of cultivating donor relationships at every level. Discover how to create personalized communication and engagement plans that resonate with donors, guiding them toward deeper commitments. Tailor your approach to LYBUNTs (Last Year But Unfortunately Not This) and SYBUNTs (Some Years But Unfortunately Not This) to re-engage and retain donors.

Major and Principal Gifts: Understand the mechanics of securing larger donations and building relationships with high-capacity donors. Dive into strategies for identifying and soliciting major and principal gifts, often involving non-cash assets such as stocks, real estate, or retirement plans.

Planned Giving: Explore the importance of future-based gifts like bequests, trusts, and life insurance. Learn how to initiate conversations about legacy giving and engage donors through long-term planning, ensuring continued support for your organization.

Stewardship as Cultivation: Stewardship doesn’t end with the gift—it's an ongoing process. Discover how to keep donors engaged and connected through personalized stewardship, ensuring that existing donors remain your most reliable source of future gifts.

Tiered Donor Services: Maximize donor satisfaction with a tiered approach to services, offering increasing levels of support and personalized attention based on the size and nature of the gift. From core services for smaller donations to specialized support for multi-million-dollar contributions, this guide helps you provide value at every level.

Target Audience:

Ideal for nonprofit leaders, fundraising professionals, and development officers aiming to build stronger donor relationships and increase gift sizes through strategic cultivation and stewardship techniques.

Outcome:

By the end of this presentation, you’ll have the tools to define your gift categories, engage donors at every stage, and develop tailored strategies for cultivating major and planned gifts. Elevate your fundraising efforts with the insights and practical steps from “Defining Gifts.”

Achieve sustained donor support and maximize fundraising success with this essential guide!