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Navigating Major Gift Fundraising: Do's, Don'ts, and Best Practices

This comprehensive guide explores the essential do's and don'ts of fundraising, particularly focusing on major gifts for 4-H programs. It covers the importance of building relationships with donors through the LIA (Linkage, Interest, Ability) principle, tips on engaging current and potential donors, and the significance of planned giving. With practical exercises to deepen understanding, this resource emphasizes how effective fundraising can positively influence the lives of young people, cultivating a culture of generosity and support within the community.

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Navigating Major Gift Fundraising: Do's, Don'ts, and Best Practices

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Presentation Transcript

  1. Funding For ‘Em • An Overview of Do’s & Don'ts • Where’s My Money? • Thinking BIG!

  2. Do’s and Don’ts

  3. Where’s My Money? • You don’t have any • In the county Quicken account • In a UT restricted account • In the 4-H Foundation

  4. Thinking BIG • Fundraising can be fun if you believe in the program; • If you are a donor to the program; • If you can be enthusiastic in telling others what is going on in 4-H • If being told “no” is not taken personally • If you remember you are making a positive difference in the lives of young people.

  5. Birth of a Major Gift Donor… Beyond bake sales and car washes!

  6. Birth of a Major Gift Donor… What is a “major” gift? • Ambiguous term • Significant amount • Planning • Commitment • Investment • Donors develop over time

  7. Birth of a Major Gift Donor… Exercise 1: Charitable donations…from whence do they come? (Rank the following by percent of total U.S. giving. Use the appropriate number of M & M’s for each ranking) _____ Foundations _____ Corporations _____ Bequests _____ Individuals

  8. Birth of a Major Gift Donor… Exercise 2: Charitable donations…for what purposes are they given? (Please record below how you would donate $1,000 of discretionary personal income among the following. Use 10 M & M’s – each one represents $100.) $_______ for Arts, Culture, Humanities $_______ for Public/Social Benefits $_______ for Environmental/Wildlife $_______ for International Affairs $_______ for Health $_______ for Religion $_______ for Education $_______ for Human Services

  9. Birth of a Major Gift Donor… • The Role of • Linkage • Interest • Ability The “LIA Principle”

  10. Birth of a Major Gift Donor…

  11. Birth of a Major Gift Donor… Exercise 3: Profile of an Annual Fund (Estimate how much of the total campaign each category of donor provides by placing 10 M & M’s on the graph – one equals 10 percent)

  12. Birth of a Major Gift Donor… Typically, major gifts comprise 60% or more of a campaign.

  13. Birth of a Major Gift Donor… • The “LIA Principle” – Step 2: Developing committed donors • Linkage • Involvement • Advocacy

  14. Birth of a Major Gift Donor… Developing committed donors: 1. Linkage

  15. Birth of a Major Gift Donor… Exercise 4: Maintaining the link – 1. Think of a friend or acquaintance. 2. Ask “What have I done to maintain or strengthen our relationship in the past 12 months?” 3. Place an M & M by each of the following you have done: _____Sent a card or letter _____ Made a phone call _____ Took them out/met them for coffee or a meal _____ Visited them at home or office _____ Entertained them at home or office _____ Attend a special event/sporting event with them _____ Invited them to attend a special event/sporting event with me _____ Other: ________________________________________________

  16. Birth of a Major Gift Donor… Developing committed donors: 2. Involvement

  17. Birth of a Major Gift Donor… Exercise 5: Involving prospects in the 4-H program Role play: • Divide into groups of 2 as instructed • Receive your role – either recruiter or donor prospect • Role play inviting a potential donor to attend or participate in the 4-H activity of your choice

  18. Birth of a Major Gift Donor… Developing committed donors: 3. Advocacy

  19. Birth of a Major Gift Donor… Exercise 6: Recruiting advocates for 4-H Role Play: • Divide into groups of 2 • Determine role – either recruiter or major gift prospect. • Role play making a phone call to invite a major gift prospect to a citizen’s committee meeting.

  20. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift Planned Gift Tools: • Wills and bequests • Charitable gift annuities • Charitable remainder unitrusts • Charitable lead trusts • Retained life gifts

  21. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift Benefits of Planned Giving to donor: • Significant tax advantages • Leave more to family members • Provide income for life • Peace of mind

  22. Birth of a Major Gift Donor… Planting Seeds for Receiving a Planned Gift How to get 4-H included in the estate plan: “I have some friends at the University who help families with their estate planning needs. I think they could really help you out.”

  23. Birth of a Major Gift Donor… Beyond bake sales and car washes!

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