Take Your Annual Fund to New Heights NC Philanthropy Conference August 12,

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2 STRATEGIES

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Today’s Agenda 4

5 The Mailing Campaign

6 Direct Mail Appeals

7 Web Sites

onor E-Solicitations

9 Phonathons

10 Special Events

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12 Creating a Plan

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15 Searching for the major donors

16 The Donor Pyramid

17 What have I left out?

18 Face to Face Asks

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20 Donor ATTRITION

21 Mailing Campaigns

22 The Campaign

23 Plan a SERIES of Appeals

24 Using MULTIPLE MEDIA

25 E-Solicitations

26 8 Seconds to Score

27 From: Cross Currents Chamber Music Arts Festival Date: June 24, :45:26 AM EDT To: Subject: Not your rich uncle's gala One Romantic Gala You Won't Want to Miss Cross Currents Festival Gala The perfect end to your July 4th weekend. Dear Gail, This Fourth of July weekend, come back from the beach on Monday, the 5th a few hours early. Hire a sitter and tuck the kids into bed. Dress up and get ready to enjoy one of the most romantic events of the season, watching the sun set from the 15th floor of the beautiful new CAPTRUST Tower at North Hills. Enjoy a cool glass of wine, some tasty hors d'oeuvres, and the musical magic of the Brussels Chamber Orchestra. Then, dance the night away to the bossa nova sway of the Pierre Anckaert Jazz Quintet and the Hot Atlanta sound of the Will Scruggs Jazz Fellowship. Sincerely, Carrie Knowles, Festival Director Cross Currents Festival Gala

28 Not Your Rich Uncle's Fundraiser Fundraisers are usually stuffy. This one is not. They always raise money for a good cause, but generally cost more than most people can afford. Our good cause is building a world class music festival in Raleigh and Cary, anchored by the Brussels Chamber Orchestra and featuring international soloists, members of the NC Symphony, the Mallarme Chamber Players and a host of other chamber musicians, like jazz artists. The Cross Currents Festival not only believes in pushing the boundaries of classical chamber music but in opening doors to new ideas and new places where music can and should be enjoyed. That's why we've taken our Gala to the 15th floor of the CAPTRUST Tower. We think you'll not only love the music, but you'll also enjoy the view.

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30 Your Web Site

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35 Direct Mail Letters

What You Say 36

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Donors in the Recession 40

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WHAT you say HOW you say it Request for followup

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Successful Fundraising in a Tough Economy “Persistence is key especially when budgets are tight” -NC Congressman Bob Etheridge upon giving one of my clients a check for $1 million 47

August 19 Strategies to Catapult Your Annual Fund September 22 Year-End Fundraising Strategies to Zoom Past Your Goal Free Audio Download: Asking for Gifts, How to Never Ever Get Turned Down Next Webinars 48