AFP Tampa Bay: Managing the Ask...Essential Steps When Soliciting Major Donors

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!