Managing the Ask...Essential Steps When Soliciting Major Donors

presented by Diane Carlson

Major gifts are crucial to any nonprofit...get ready to develop a plan!

For more than 30 years, Diane M. Carlson has been helping her clients ask for and receive millions of dollars in support for their organizations. In this presentation, Diane walks her audience through the process of managing the "ask", starting with prospect identification and ending with how to handle saying "thank you".

Presentation objectives:

• Learn how to identify major gift prospects, what you need to know to plan each solicitation, and how to research your prospects.

• Obtain a thorough understanding in rating your prospects for an ask amount, how to cultivate a relationship with each prospect, and how to choose your solicitor(s).

• This session will discuss how to make the appointment, what materials you should bring on the appointment, and getting a signed commitment.

• Learn how to facilitate payment and most importantly, how to say thank you!

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Tuesday, February 16, 2021

11:30 a.m. to 1:00 p.m.

MEETING FEE

MEMBERS - $10.00

MEMBERS (Covid Hardship) - Free

GUESTS - $15.00

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APPROVED for 1 hour CFRE Credit

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SPEAKER BIO

Diane is natural born leader and entrepreneur with over several decades of fundraising and nonprofit consulting experience. Diane’s leadership has resulted in partnering with clients to raise several billion dollars. Prior to co-founding Catapult Fundraising, Diane served as the Chairman of IDC and Founder of 1-2-1 Philanthropic Solutions. She is one of a few people who have received awards from two AFP chapters, AFP New Jersey and AFP Las Vegas, for her fundraising achievement. Diane is past president of the AFP New Jersey Chapter, past board member of the AFP Global Board and Foundation Board, and the first female Chair of the American Association of Fundraising Counsel (now known at The Giving Institute).