Why you should get this Checklist

You aren’t ready to ask for a gift until you’ve put in place all the essential pre-conditions. Before it’s time to ask, it’s time to create a blueprint, build a foundation and bring in just the right folks to get the job done.

Consider this checklist your “Major Gifts 101” course — on steroids!

Quickly learn all the steps you need to take in order to assure that, when you get inside the room with your prospective donor, you’re ready to put your best foot forward. I can guarantee you that you’ll end up working much more effectively — and you won’t leave money on the table.

In this Checklist we’ll take a close look at:

• Your prospects
• Your fundraising goals
• Your case for support
• Your cultivation plan
• Your ask amount
• Your askers
• Your asking plan and preparation
• What ultimate success will look like for you

How much more money could you raise if you had a thoughtful, intentional plan in place — with everyone on board?

A lot, is what I’m guessing.

I’m really not sure if we have the right prospects to meet our goals.

I’m never sure how much to ask for.

How do we figure out the number of prospects we need?

Who is the right person to make the ask?

When is the right time to ask?

If you’ve struggled with any of these issues , then this Checklist is important reading.

This is a simple and straightforward.

Simple, yet powerful. If you follow this Checklist as a guideline for structuring your major gifts solicitation program, you’ll raise more money.  This stuff works. Try it!