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Michael Soper

Why, when faced with the opportunity to build strong personal friendships, strengthen your institutions, and fulfill the dreams of contributors do so many nonprofit executives and board members fear two words -- major giving?

Of course the answer varies, depending on with whom you are talking, but it often involves a fear of meeting important people, asking them for a gift of financial support, or doing both and failing to get the contribution. These underlying reasons allow executives and board members to miss one of their potentially most personally rewarding and exciting roles.

After all, what could be better than meeting with like minded individuals, sharing stories of your organization's success, and exploring potential interest in your most important dreams?

TeamSoper has over thirty years of hands-on fundraising experience. We know that enthusiasm is contagious -- ours and yours. Together we can remove the obstacles to greater success and substantially increase you and your boards' effectiveness in securing major outright and deferred gifts.

TeamSoper stands prepared as your expert fundraising partner. However, like much of what is important in life, the decision to take action is yours!

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MAJOR GIVING PROGRAMS

HOW TO SUCCEED & WHY THEY FAIL

Most organizations depend on major donations for their very survival. Yet some organizations have failed to launch or strengthen effective major giving programs.

Why? Because they they spend more time trying to learn about major giving than removing the obstacles that prevent it from becoming successful.

Often the lack of involvement by the President & CEO is described as the single greatest obstacle to success. That conclusion is an oversimplification at best.

Yes, major academic institutions' Presidents may spend 40% to 60% of their time involved in fundraising. But that's because the rest of their organization knows how to identify prospective donors and turn the organization's dreams into innovative new services that fail to exist for a lack of funding alone.

President's & CEO's involvement in major gift fundraising will increase to meet the time demands and income opportunities that their staff presented to them.

The first step in building a "major donor friendly" culture is to demand more from the key staff responsible for developing "big dreams" and those, including the institution's volunteer leadership, in the best possible position to identify potential donors with the financial capacity to make gifts of significance.

Building a culture that's supportive of major donors is not easy, especially when the other demands on professionals are great. The process will benefit from outside coaching and expertise, but must start with the decision and commitment to change -- that maintaining the status quo, will not achieve an institution's potential.

ATTRIBUTES & BEHAVIORS OF SUCCESSFUL PRESIDENTS & CEO'S

Why do some executives appear to easily succeed at securing major gifts while others find it so difficult? No doubt, the culture and history of an institution play a key role.

But, what if your organization is just beginning a major gift program? What do you know about your strengths and weakness, your personal priorities, and your behavior and their impact on major gift cultivation and solicitation?

The good news is that CEO's are learning new behaviors every day. Presidents & CEO's can actually train themselves to be a better, stronger, more influential leaders and see the impact in the quality of the relationships they develop and the results of their major gift fundraising activities. TeamSoper can help.

RELATIONSHIPS & INNOVATION PRODUCE RESULTS

Talk to many consultants and they'll tell you that major gift fundraising is about mission, vision, and enthusiasm. That it is all about relationship management. They're not wrong. In fact, each of those is key to securing gifts of significance.

But just below the surface, those honored words become a bit fuzzier. For example, there are political jokes about "the vision thing," yet far too few nonprofit executives devote significant time to what will define the future of their organization and how they'll get there.

Why, when most corporations know that their future depends on new product and service development, do nonprofits fail to invest time or funds in the "research & development" process? How can your nonprofit innovate, test, and refine new products and services? What role to these innovative ideas have in building current and potential major donors' enthusiasm for your institution as it exists today and as it will become tomorrow?

[Learn how to energize your R&D efforts in TeamSoper's DREAMCATCHER WORKSHOPS -- custom designed for a nonprofit's volunteer leadership, top management, and key professionals.]

BEQUEST BROCHURES & RECOGNITION SOCIETIES

Every nonprofit organization wants to solicit gifts as part of their supporters Wills. Yet, building awareness that your organization accepts gifts in the firm of bequests in donors' Wills has proven daunting to many institutions. Why?

For the most part, the reasons to delay creating bequest materials and launching a bequest recognition society have been:

  • Concern that once an individual notifies you of their intent to make a bequest, you must be in a position to personally follow-up. Limited staff time and concerns of "over promising and under delivering" are real, but can be overcome.
  • Lack of sufficient technical and legal background to either solicit bequests or to assist those interested in making a bequest to your organization with the very specific information required.
  • A desire to recognize those who notify your organization about their intentions to provide a gift to you through a bequest in their Will, but a lack of specifics about how best to manage the recognition process with limited staff.
  • A desire to communicate personally with those who have or intend to include a gift to your organization with materials that are customized for and owned by your institution rather than more generic newsletters that your supporters may received from a variety of other organizations.

TeamSoper works with nonprofits to develop customized communications - both copy and creative - that urges your supporters to include a gift to your organization in their Will, to make you aware of their intent to support you through that planned gift and to maintain ongoing contact with those individuals in such a way as to recognize their commitment, strengthen their relationship with your institution, and provide them with an insiders' view of your accomplishments and dreams.

TeamSoper provides free bequest brochure copy to its retainer clients. Teamsoper's costs for bequest brochure development depends on the specific bequest-related communications materials desired.

Write TeamSoper, P.O. Box 40, Midway, UT 84049; call 435-654-5896; fax 435-654-5895 e-mail Michael Soper