Before you can solicit donors and prospects, you should first evaluate them to confirm their ability to give, commitment to your school and the project, and track record of giving. When you have determined if your prospect meets the ACT criteria, you will be ready to solicit them with confidence.
Create Virtual Engagement Plans for Your Donors and Prospects
The misnomer of “social distancing” implies that not only are we physically distant from one another, but we have put all our social connections at arm’s length. Our mutual experience during this crisis emphatically belies that notion.
Six Steps for Identifying Major Fundraising Prospects While Working Remotely
The COVID-19 crisis has presented a unique opportunity for development professionals to do the critical groundwork in identifying those prospects whose capacity and inclination can make an impact on current and future fundraising projects.
Engaging New Families in Philanthropy
Introducing new families to your school’s culture of giving should be just as personalized as engaging them in the admission process. Your goal is not just to get new parents to give money, but also to involve them with your mission through volunteerism and philanthropy. They have demonstrated their commitment to the school with their “gift” of tuition. How can you bring them closer to school life in ways that remind them why they picked your school? How can you build strong relationships that translate into philanthropic giving? The process involves a journey.
Tax-Exempt Status for Your Organization, 2022
The IRS requires that nonprofit organizations meet specific standards and procedures to maintain their 501c3 statuses. As a private-independent school, you must adhere to those regulations. Revised in January 2022, the updated guidelines in this report provide all the information you need.
The Parent Association: Your Partner in Community Engagement
A key to supporting a productive learning environment for your students and faculty is the partnership your school creates with your parents. One way that partnership plays out is through the volunteer efforts of your parents, often formalized through the work of the school’s Parent Association. Your school depends on parent volunteers to participate in a wide array of activities throughout the year, ranging from celebratory and community-building events to service-learning collaborations and parent education workshops. A Parent Association can actively engage volunteers in various roles and levels of engagement, based on each volunteer’s ability to participate. These volunteer roles are invaluable for boosting your school’s ability to realize its mission.
The Sixth Stage of the Donor Cycle: Steward
Stewardship is at the heart of development. It culminates all the efforts you have made to build relationships with your donors—an ongoing, year-round process that continues to involve them, connect them, and honor them for their support.
The Fifth Stage of the Donor Cycle: Recognize
Through their gifts, donors have demonstrated their commitment to your school, its mission, and its plans. Now, in the fifth stage of the Donor Cycle,1 recognize these supporters, appreciating and honoring their generosity in ways that ensure they feel reaffirmed and validated about their choice.
The Fourth Stage of the Donor Cycle: Solicit
Solicitation is a process, not just an event. It’s an invitation to a prospect to invest in your school—and to feel excited about supporting an area resonating with him or her. Whether the process involves one meeting or several, a single solicitor or a team, the way that invitation is extended is critical.
The Third Stage of the Donor Cycle: Evaluate
Your goal in the Evaluate stage of the Donor Cycle (see the accompanying graphic) is to develop a deeper understanding of your prospects-their ability to give, their commitment, and their track record of giving. You'll achieve this goal by determining the answers to three essential questions for each individual. What is this person's passion? What would it take for this person to make a gift to this campaign? What would it take for this person to make a significant gift?