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Building a Major Gifts Pipeline
Rory Green - RoryGreen@live.com - @RoryJMGreen
Fundraiser
Fundraiser 
 Fundraiser
Fundraiser 
I’ve had to build a pipeline
at EVERY SINGLE job I’ve ever had
Figure out:
What does a “great”
prospect looks like?
[STEP 1]
Look at past major
gift donors – what
are the common
denominators?
[STEP 1]
BCIT:
self-made
“new” money
strong ties to school
[STEP 1]
Cancer Society:
Had a cancer experience
Philanthropic
Were annual or event
donors first
[STEP 1]
3 things to look for:
 they CARE
 they are CONNECTED
 they can GIVE
(aka Interest, Linkage, Ability)
[STEP 1]
“It’s much easier to get
someone who cares to
give – than to get
someone with money to
care.”
-Roryism
Meet with people who
have already given!
[STEP 2]
Seriously, you should
aim for 3-5 meetings
per week.
EVERY week.
[STEP 2]
“You’re so passionate
about [X] – can you
think of anyone who is
as passinate about [X]
as you are who I should
be talking to?
[Try…]
Your board
(but I’m not going to
talk about that…)
[STEP 3]
Make friends with
program staff
[STEP 4]
Everyone knows
someone.
[TIP]
But go gentle, they
may be afraid of the
“f” word…
… fundraising
[TIP]
“That’s such an amazing
project. Do you know anyone
who would be interested in
learning more about the work
you are doing?”
[Try…]
Make friends with
other fundraisers
(ie the gala team,
annual giving)
[STEP 5]
Don’t start
by saying :
“GIVE ME
YOUR LIST”
[TIP]
Meet with your charity’s
ambassadors,
cheerleaders &
evangelists
[STEP 6]
“Who should we be
working with who we
aren’t already?”
[Try…]
“Who are 10 people who
can catapult your
organization’s financial
future?”
*A Gail Perry-ism
[Try…]
Identify potential
“connectors”
i.e. industry associations
[STEP 7]
“I’d like to get your advice
about a project we are
working on in [AREA].”
[Try…]
“Who are some leaders in
this space I should be
talking to?”
[Try…]
Treat a great lead like
someone has made a gift.
Thank the people who help
connect you with potential
donors.
[TIP]
Strangers who
care
[STEP 8]
“You’re a leader in
[CAUSE] – I would love to
tell you more about what
we are doing in that
space”
[STEP 8]
 Read the news
 Go to events
 Subscribe to newsletters
 Use Google Alerts
[STEP 9]
Get involved.
Give.
Volunteer.
[STEP 10]
If I could leave
you with only one
piece of advice…
[In Conclusion…]
Building a Major Gifts Pipeline
Rory Green - RoryGreen@live.com - @RoryJMGreen

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Hinweis der Redaktion

  1. Mistake 1 – going after rich people
  2. Mistake 2 - too much time researching
  3. Mistake 3 - being
  4. 1. Meet with loyal and long-time donors who may have the capacity to give more. Thank them. Ask about why they give. Evaluate if there is the interest and potential for them to do more.
  5. 1. Meet with loyal and long-time donors who may have the capacity to give more. Thank them. Ask about why they give. Evaluate if there is the interest and potential for them to do more.