Ah, the life of a jet-setting Major gifts officer. Calgary one week, Cornwall the next! Working with donors from across the country has its perks, but it certainly also has its challenges.
I reached out to Julie Beckett, CFRE, who is Manager, Fundraising at Co-operative Development Foundation of Canada to ask her what her top 5 pieces of advice would be to Major Gifts Officers with national portfolios. She’s been at the Co-operative Foundation for over 5 years, and many of these tips have become second nature to her. For context, Julie manages approximately 1500 donors across Canada, and she’s travelling approximately once a month. And boy, does she pack in a lot of things on those visits!
1 Know the issues going on at the local level
Build a fundraising plan – review your plan weekly and quarterly.
It’s the cornerstone of any (and I mean ANY) Fundraising Campaign. The Association of Fundraising Professionals (AFP) Dictionary defines a case for support as:
“The reasons why an organization both needs and merits philanthropic support, usually by outlining the organization’s programs, current needs, and plans.”
What does a case for support do? It collects in one place all the materials you will need to raise money for your organization:
Remember your days in elementary school? You learned those all-important life lessons like: raise your hand when you have something to say, always put the lid on your glue stick, and remember to give everyone in your class a valentine?
Great collaboration starts from the basic rules of elementary school. We need to play nicely in the sandbox with others.
"Play nice in the sandbox"
Gone are the days that not-for-profits can hide their heads in the sand and declare that they don’t need partners because “no one is playing in their space.”
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Tales of a Not-for-profit Gala
You know the drill: rule number one of the “big annual fundraiser” is to SELL SELL SELL. Tickets, that is. And that sure is what it feels like: your volunteers are selling tickets to get bums in seats, to make sure the room is full, to get those tickets out to the “general public” who will definitely be interested in your gala – I mean they’ve never heard of you before, but hey: now’s as good a time as any to get to know your organization, right?
Wrong.
Are you selling tickets, or engaging people to BUY tickets?
If selling tickets feels like a chore have you really thought about who you are selling tickets to? It’s time to switch gears.
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