Dr. Paula Grisanti

Looking forward to leading this webinar conversation on Planned Giving for the Small Shop tomorrow. Join me!

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Read the latest news from ICHS here!

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Tailor Your Funding Requests to Donors' Level of Receptivity The most receptive: ⏺ Living donors who have made estate commitments ⏺ Multiple major gift givers ⏺ Loyal annual givers of 15 years or more ⏺ Volunteers long-engaged in substantive activities (e.g. board membership) ⏺ Highly engaged in events and actives Moderately receptive: ⏺ Single major gift givers ⏺ Annual donors who have given 6 to 10 years, sometimes intermittently ⏺ Volunteers engaged for 3-5 years in occasional activities ⏺ Occasionally engaged in events in activities Lightly receptive: ⏺ Two recent and modest commitments ⏺ Attended a few events Where you would be wrong to assume receptivity to another funding request: ⏺ First time donors given little or nothing after their first commitment ⏺ Major donors who have not be contacted personally in a year or more ⏺ Someone who volunteered once or twice but never gave ⏺ Someone who attended one event Where you would be crazy to assume receptivity: ⏺ "Prospects" who have done none of the above Strategies that work best with each of these cohorts The highly receptive: ⏹ You can speak to the building blocks of organization because they are so much a part of it and trust in its ability to convert investment into impact The moderately receptive: ⏹ Conduct donor satisfaction interviews or survey's first The lightly receptive: ⏹ Interview or conduct survey to see how strongly they believe in your purpose, direction and leadership; the degree to which they feel they belong and if they see how their giving has bettered the lives of those you serve. Unsure of receptivity: ⏹ Interview or conduct survey asking to which cause or purpose they have been the most pleased and why, what has been their most and least satisfying giving experience, and their receptivity to volunteering. No indication of receptivity ⏹ Stop calling them prospects ⏹ Don't put them in portfolios ⏹ Look for other giving experiences as evidence of what they might be receptive to ⏹ Invite them to a substantive event that tracks with previous philanthropic interests Is this perfect? Hardly, but any effort to segment, experiment, and learn is much better than the spray-and-pray or assuming a "one size appeal fits all." Segmentation and customization are the beginnings of strategic philanthropic facilitation. Defaulting to the usual unimaginative tactical grind is wasteful and depleting for the organization and those engage in doing of that work, and good way to continue squandering your philanthropic potential.

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During my career as a financial planner, I often began conversations asking clients to consider what would happen to those they loved after they were gone. It is an important question to consider. Equally important is understanding the role philanthropy can play in answering this question. Please join my knowledgeable colleagues Janos and Ethan as they dive into the strategies you can use to help clients identify their philanthropic legacy.

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Bi-partisan election alert! The 2024 Election is a problem for fundraising. Experts say that November will be a total loss when it comes to getting donor attention. So, let's focus on how to maximize fundraising this fall. With less than two months, let's get started! Check out our FREE webinar! https://lnkd.in/gzfu5sqG

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