Matchmaking: How to Inspire Effective Philanthropy Chris Biehn, Vice President for Institutional Advancement

Modes of Giving and Donor Goals Annual giving Major giving Legacy or testamentary giving

How do you know when your client is ready to increase support? Annual Giving over a period of time Life event focusing on the organization Volunteering or providing other intangible types of support

What your client might consider when reflecting on increasing support How have your gifts been stewarded? What is the financial outlook for the organization? How will your gifts inspire others to step forward?

What inspires greater philanthropy? What do you want your legacy to be? Do you want your heirs to understand philanthropy? What does ABC Organization mean to you?

What inspires greater philanthropy? How can you... ? The case for support How have you been inspired to stretch?

What about Anonymous Giving? Gift might be shrouded in mystery Can still inspire others However, asking others to join you can be very powerful...

Gift vehicles Cash, securities, mutual funds Donor advised funds and Family Foundations Blended giving

How to help your client evaluate and plan future philanthropy Stewardship communications and impact of giving Relationships with individuals in the organization and on the Board of Trustees Legacy or testamentary giving

How to help your client evaluate and plan future philanthropy Review of organizational mission Leadership changes vs. leadership stability Focused giving strategy vs. supporting every cause

Thank you!