The Donor Development Cycle Identification Cultivation Solicitation Stewardship Identifying new prospects starts the development cycle. Soliciting major and planned gifts is just one stage of the development cycle. Stewarding current donors well often leads to a cycle of additional giving. Cultivating current and prospective donors increases the likelihood of giving. For new major gifts this is often the longest stage of the cycle. We monitor and address all areas of community need. Including: Arts and culture [provide local example if possible] Economic development [provide local example if possible] Education [provide local example if possible] Environment [provide local example if possible] Health [provide local example if possible] Human Services [provide local example if possible] Recreation [provide local example if possible] Our grant staff probably knows more about our community needs than any other single source. As you can see, [your local foundation name] is here to support our donor’s broad variety of interests. We are a flexible vehicle through which our donors can impact multiple areas of community need… [click] 2015 copyright of Adaptive Alternatives LLC ®

2014 copyright of Adaptive Alternatives LLC The Donor Pyramid Time Gift Size Bequest Major gift Annual gift We monitor and address all areas of community need. Including: Arts and culture [provide local example if possible] Economic development [provide local example if possible] Education [provide local example if possible] Environment [provide local example if possible] Health [provide local example if possible] Human Services [provide local example if possible] Recreation [provide local example if possible] Our grant staff probably knows more about our community needs than any other single source. As you can see, [your local foundation name] is here to support our donor’s broad variety of interests. We are a flexible vehicle through which our donors can impact multiple areas of community need… [click] Event support Mailing list opt in # of donors 2014 copyright of Adaptive Alternatives LLC

3 predictors of Major Gift success (CIA) Financial Capacity Philanthropic Intent (Customize this slide with information on the formation of your community foundation) In 1914, the first United States community foundation was established in Cleveland, Ohio. [Insert text about the formation of your foundation] Since then, community foundations have become established in the U.S. Today there are over 600: Serving citizens across the nation With more than $30 billion in assets Together, we distribute nearly $2 billion in local grants each year And our field is growing rapidly, as more and more people discover the value of community foundations. Now let’s look more specifically our [your local foundation name]… [click] Note: This information could be revised locally to be about the history of your community foundation or community foundations in California. Affiliation 2014 copyright of Adaptive Alternatives LLC