Individual donors are the lifeblood for a not-for-profit, so cultivating new donor prospects and stewarding existing ones should be at the top of your fundraising agenda, whatever size your budget is.
In this course we will provide the tips & tools for successfully soliciting "Major Gifts", large donations from High Net Worth Individuals. And we will show you how to turn major donors into long-term donors by welcoming them into your legacy giving program.
This webinar will also provide you with the tips and tools you'll need to understand Planned Giving, including tax benefits for donors, and to successfully launch a Legacy Giving program.
Highlights Include:
- Prospect Research 101: Locating Major Donors
- Looking for gold: Identifying new Major Donors in your existing donor database
- Creatively leveraging your Corporate and Faith-based relationships into Major Donor prospects
- Finding Major Donor prospects for Planned Giving and a Legacy Giving Society
- Understanding a multifaceted “Moves Management” strategy for donor cultivation, solicitation, stewardship, and setting the stage for the “Ask"
- Engaging Millennials and younger donors through Peer-to-Peer and interactive fundraising Simple steps for launching a Legacy Giving program
- Understanding bequests, gifts of IRAs and life insurance, donations of personal property, and more
- Using demographics, giving patterns, and statistical information to wealth screen your database and determine Legacy Giving prospects
- Applying a "Moves Management" approach to Legacy Giving
- Write personalized fundraising letters that can be sent to donors via mail or email.
This 75 minute seminar includes a Q&A and discussion of strategic problem solving and Development How To’s.
Instructor
Bill Edelstein is a consultant specializing in helping not-for-profits develop diversified revenue streams. He holds Advanced Degrees in Education and Not-for-Profit Development. His professional work is focused on Donor Relations and Fundraising. Bill is an adjunct professor at John Jay College of the City University of New York.
Bill Edelstein DevelopmentConsultant.org
Testimonials
I participated in the P2P webinar which, by the way, was amazing. Thanks for all the information you shared. - Elliot, Adcieo
Thank you Bill!! I enjoyed the presentation, in fact one of the best I have attended in some time. - Wendy, Ferris State University
A great Grant Writing Class 101! - Cheryl, Tulane University
Keep up the great work. Really glad I was able to join today. - Anna, Community Bridges
Thanks so much for an amazing Webinar. So much info there. I’ve already sent my notes to the fundraisers but I am glad they will be getting your recording! - Diana, St. Joseph Center
Thank you for your time and effort teaching this course – I am really enjoying participating with other ‘students’! - Liz, AFTD
GREAT CLASSES! - Karen, Chicago Urban League
I’d like to thank you once again for the great virtual facilitation and training sessions. You were patient, understanding, engaging, and checked in with us on our learning in several ways. I admit that this is a very busy time for me as it is reporting season so I wasn’t able to participate in the homework the way I would have liked. I was so grateful that I felt nothing but understanding from you and was able to learn so much from your sessions! - Clarinda, United Way of Central Minnesota
Thank you Bill. I found the course helpful because you provided a comprehensive overview of all the moving parts with grants management and specific resources to help. - Julia, Wings for Kids