As your development plan is implemented you'll begin to see a pattern
emerging of major contributors to your organization. Each organization
sets a level of giving that they term as "major" and they focus
increased time and resources on the donors that fall within that range
of giving.
Major donations are usually solicited by board members and other high
level donors that have pledged money themselves and feel strongly about
others giving to your cause.
A
packet of information is usually given to the prospective donor
including general financial overviews, documents about your mission,
overall organization, goals and how their gift can help. Your basic
package of printed materials, brochure, business card, remittance
envelope, planned giving brochures, etc., should always be included.
Remember, you never have a second chance to make a first impression so
be sure your materials are high quality and well written.
Begin with a prospect list answering the following questions:
Who knows this individual?
How well?
How much do you think they might give?
Why?
Initial approach? Letter, telephone? - keep in mind as a general
rule of thumb face-to-face contact is better than a phone call, a
phone call is better than a letter, and a personalized letter is
better than a form letter.
Would the team approach be the best approach? or is there someone
outside the organization that would be a better solicitor?
Any reason an approach at this time may not be successful?