1. 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

2. Identification Qualification Cultivation Solicitation Stewardship

3. 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

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

5. 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

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

7. Thank you.