Highlights:
A One-Time Purchase: This is a one-off payment, not a subscription, and there are no recurring payments of any kind. Once you have purchased and downloaded the item, it is yours to use as you like.
Complete Process Overview: Features detailed guidance on scheduling appointments, making presentations, handling responses, and following up with donors.
Essential Templates: Includes ready-to-use templates for introductory letters, thank-you notes, pledge cards, and donor tracking sheets.
Interactive Tools: Contains practical checklists for pre-meeting preparation, meeting execution, and post-meeting follow-up activities.
Troubleshooting Guide: Addresses common errors during gift request meetings and provides solutions to frequent challenges faced by first-time fundraisers.
Professional Resources: Features a comprehensive glossary of fundraising terms and detailed explanations of why people give.
Additional Information:
Format: Digital download available in Microsoft Word format for easy access and printing. If you need an alternate format - please contact us.
Sections Included: Welcome, Confidentiality, Sources of Gifts, Overview of the Philanthropy Process, Team Approach, Gift Opportunity Process, Tips for Success, Templates, and Interactive Checklists.
Ideal For: Volunteer fundraisers, board members, development committees, and nonprofit staff training programs.