Solicitation

Parking the Car and Other Practicalities

How can you prepare and position yourself before and during meetings with prospects to maximize your opportunity for success? Let's take a look at some key rules that apply to every MGO.

We'll start by looking at rules for initial meetings, then look at meetings in an office setting, then the home setting, then a neutral location, and lastly look at ways to show respect, affection and interest to elderly donors.

THE INITIAL VISIT

I. Turn off your phone 15 minutes prior to the appointment

A Sticky Situation

As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?

Sample Gift Agreement: Capital Gifts

PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.

THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is  _______________________, and _______________________,  a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).

Sample Gift Agreement: Endowments

PLEASE NOTE: This is only a sample, and is presented as such for your reference. It is not to be reproduced.

THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _________________________ (the “Donor”) whose current primary address is  ___________________________, and __________________________,  a tax exempt, non-profit organization located in ______________, _________________(the “Charity”).

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