2. Purpose Of This Session
Appreciating role of “relationships”
Review motivator’s that get contributors on bus
Discover important role that “VISION” plays
Better appreciate the role of “Stewarding Donors”
Learn key elements to engage donors to consider the ultimate gift

3. Questions?
How would you describe your specific role within your Chapter?
Is there one word you could use to describe your role?
What is the biggest obstacle to carrying out your role?
How do you presently use Teammates Mission and Vision Statement?

4. Who Is On Your Donor Bus?
Those who believe in the Mission of TeamMates
Those who understand the Core Values of TeamMates
Those who believe that TeamMates can accomplish its stated Vision

5. What Motivated Them To Get On The Bus?
Was it something they experienced?
Was it something that someone close to them experienced?
Was it something that was shared with them?
Someone asked them to consider engagement?

6. What Keeps Them On The Bus?
Engagement
Cultivation
Thanks
Information
Appreciation
Thanks
Information
Encouragement

7. Where Is The Bus Going? Specific Project Ask Initial Connection
Major Gift Ask
Ultimate Gift Ask
They Buy Into Vision
Initial Connection
Initial Contribution
Annual Contributor
Engagement

8. Fueling Bus To Reach Destination
Increasing number of initial contributors
Increase amount from present contributors
Increase specific and major gifts being asked for
Encouraging the ultimate gift

9. Different Types of Planned Gifts
Simple Bequest! Simple Bequest! Simple Bequest!
IRA’s
Life Insurance
Gift Annuity – For Those Over 65
Charitable Remainder Trusts – Eliminate Capital Gains Tax
Donor Advised Fund – For Those Wanting To Pass Charitable Values On To Children

10. What Has Proved Most Valuable
What one concept or idea can you put to use?
What do you believe could help you accomplish Vision
What might you need help accomplishing?
What other questions do you have?

11. Questions?