Land Bigger Gifts fundraising kit: make your first major gift asks in about 90 days

Land Bigger Gifts

$79.00
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Land Bigger Gifts fundraising kit: make your first major gift asks in about 90 days
  • Land Bigger Gifts fundraising kit: make your first major gift asks in about 90 days
  • Cover of 01 Start Here Guide for Land Bigger Gifts, with the first three steps and the kit contents
  • A page inside the Land Bigger Gifts Start Here Guide
  • First page of 02 Choosing Your Top Prospects from Land Bigger Gifts, with its Do this first steps
  • First page of 06 Stewardship Plan from Land Bigger Gifts, with its Do this first steps
  • Land Bigger Gifts fundraising kit: make your first major gift asks in about 90 days
  • Cover of 01 Start Here Guide for Land Bigger Gifts, with the first three steps and the kit contents
  • A page inside the Land Bigger Gifts Start Here Guide
  • First page of 02 Choosing Your Top Prospects from Land Bigger Gifts, with its Do this first steps
  • First page of 06 Stewardship Plan from Land Bigger Gifts, with its Do this first steps
Land Bigger Gifts

Land Bigger Gifts

$79.00

✓  Instant download right after checkout
✓  Editable Word and Excel files, numbered in the order you use them
✓  If a file won't open, I'll send a working copy or refund you within 30 days

Made by Chris Boerner, who has advised Fortune 500 companies, health systems and nonprofits. Questions? hello@smallshopplaybooks.com

You know some donors could give much more, but no one has time to ask. This kit gives a small nonprofit a short list, a clear next move for each person on it and the words to use at every step.

When you finish, you will have a ranked list of 25 prospects, each with an owner and a dated next move. You will have held discovery visits with the people at the top of the list, made specific asks to the ones who are ready, and set up a stewardship plan for every donor who says yes.

Who it is for

It is built for organizations where the executive director, one development staffer or a volunteer board member carries fundraising alongside everything else. The plan is built to fit into a few hours a week.

What you get

  • 01 Start Here Guide (PDF, 6 pages) - The method in five stages, a 90-day timeline, the pipeline stages, a start-to-finish example and answers to common questions.
  • 02 Choosing Your Top Prospects (Word) - How to pull and rate your records, a prospect profile page and a worksheet for assigning owners.
  • 03 Pipeline Tracker (Excel) - Room for 50 prospects. It scores and ranks each donor from your ratings, names the next move for their stage, dates it from your last contact and totals your planned and committed gifts.
  • 04 Discovery Visit Scripts (Word) - Visit requests by email, phone and voicemail, a visit plan, discovery questions, a notes page and follow-up messages.
  • 05 Making the Ask (Word) - An ask plan, guidance on choosing the amount, ask language, replies to every kind of answer and confirmation letters.
  • 06 Stewardship Plan (Word) - The thank-you call and letter, a first-year stewardship calendar, an impact update and the renewal conversation.

The files are numbered in the order you use them. File 01, the Start Here Guide, opens with three steps you can finish in your first 15 minutes.

How it works

You rate the donors you already have and keep the 25 who rank highest. Each one gets an owner, who invites them to a short discovery visit to listen and learn what they care about. When a prospect is ready, you ask in person for a specific amount tied to a specific result, and the tracker keeps every next move on schedule. You pay once, download the files right away and replace the bracketed placeholders with your own details.

Who made this

Chris Boerner, a strategist who has advised companies, health systems and nonprofits since 2013 and has led nonprofit fundraising work as a board member and capital campaign leader. More about Small Shop Playbooks

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