Prepared by Michele Latimer Vice President, Major Gifts & Grants Steps to discovering your best donor or donor prospect…and how to keep them! Prepared by Michele Latimer Vice President, Major Gifts & Grants

Identification Qualification Cultivation Solicitation Stewardship

Identification Create a major gifts committee (MGC) Development Committee Members from Board RLC Members Development Staff Prominent Community Members Identify current and past major donors List philanthropists in our program areas Vet with MGC and take to Board. Distribute to RDs for additional review by local RLCs Determine who can open a door for SOSC

Qualification Donor/Donor Prospect Must Haves Next Step(s) Capacity Propensity to Give Interest Personal Connection Next Step(s) Wealth Screen Segment your lists

Cultivation Opportunities Engage the donor or donor prospect to get a better understanding of what his/her interests are and where his/her passion lies. Competitions/Team Wellness Practice Summer and Fall Games/Regional Games Fundraisers Board Member or RLC Meet and Greet Volunteer Opportunities Cultivation Mixers

The Ask…(Solicitation) 1:1 Volunteer Ask Group Environment (Call to Action) Other?

Thank you.