Do you know the next steps to take with your major donors?
Today’s video is a bit more like a mini workshop, complete with a free handout! 🙂
It can be difficult to figure out what the next step is when you are trying to deepen a major donor relationship. Sometimes it’s because you have gaps in the information you have about a donor.
In today’s video, you’ll learn about seven different donor archetypes and how to use them (based on the book “The Seven Faces of Philanthropy“). You’ll also learn about the “donor strategy worksheet” which you can download here:
The three folks featured in the video are:
Dan Johnson – Director of Principal and Planned Giving at SightLife
Jodie Miner – Senior Director for Philanthropy at UW Medicine Advancement
Michael Cheever – Development Director for the Puget Sound Blood Center
You’ll hear many examples and even a quick little case study on how a woman was able to use what you’re about to learn in this video to create the next step to take with a major donor. As you’ll see, it’s really about figuring out how to best help your major donors realize their philanthropic goals.
The video is just shy of 20 minutes (much longer than the typical Movie Monday episodes), so grab a cup of coffee or tea, maybe a sandwich, throw your feet up onto your desk and push “play”. Oh, you may also want to grab a pen and some paper to take notes with.
If you have any tips or stories on how to better engage with major donors, please share them in a comment box under the video. Thanks.
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Christopher Davenport says
If you have any tips or stories on how to better engage with major donors, please share them in a comment box. Thanks. 🙂
Monty Nelson says
First, always, first is to get the donor to tell you who they are, their interests because there is your fund map for that person. What might resonate with them, or are you wasting your time because they are 100 per cent engaged in another cause. So maybe they are already going down that road that you were thinking was for your charity. In that case just move on or perhaps just check in with them later on to see where they are.
Thank you-that was incredibly useful! We’ve just launched a major donor campaign and there are several donors we’re trying to work into our planning. This video was just the thing today!
Karen Chachkes says
Great video! Thank you.
It’s probably intuitively apparent but I wonder if some people might benefit from hearing that the 7 archetypes can overlap.
Great video! I look forward to these every Monday.
Do you have more info or suggested resources regarding archetypes?
Can you give me the name of the book referred to as the basis for these 7 archetypes?
Thanks, I so enjoy these Monday morning movies.
Trudy Soucoup says
Thanks for reminding about these very helpful archetypes. It is a great way to start thinking about your approach to donors, whether major donors or not. It is also a great way to focus your marketing to fit the story you share to the donor you are trying to reach.
Ed Sinke says
Great video assistance and encouragment. THANKS
Carolyn Zollars says
Fantastic. This is timely for me and I very much appreciate it! Very well explained by all. I like the fact that it is a one page worksheet too!
Cesie Delve Scheuermann says
Seven Faces of Philanthropy was written by Russ Alan Prince in 1994. It is an excellent book and has clearly stood the test of time.
Very helpful worksheet. And, I love the question, “What’s the most meaningful gift you have ever given?”
Thanks for the mini-professional development this morning!
The Seven Faces of Philanthropy: A New Approach to Cultivating Major Donors (Jossey-Bass Nonprofit & Public Management Series) by Russ Alan Prince and Karen Maru File.
Apparently updated or re-issued in 2001.
A powerful tool that enables development professionals to maximize their effectiveness when approaching major donors for gifts. The authors identify and profile seven types of major donors and offer you detailed strategies on how to approach them. Both novice and expert fundraisers will find this framework a valuable supplement to existing strategies and techniques.
Heidi Webb says
Yes, great book and great start to a career in major gifts!
Terry Ndee says
This is a brilliant and well presented supporting information for major gift fundraisers,
Pam Simmons says
Thank you, this is a helpul video. Great perspective on types of donors!
Beth Ann Locke says
Great and helpful video for major gift officers. Thanks for sharing!
Dr. Debra Beck says
I taught from “Faces” for several years, encouraging my students to play and extend it to donors generally (and possibly time as well as $$). Prince and File may not approve, but it both led to rich conversations about getting to know individuals to find a meaningful fit between their motivations and yours.
It also led to some interesting and occasionally surprising insights. For example, some of the strongest socialites in the classroom were male members of groups like Ducks Unlimited. (They enjoy organizing special events and the opportunities they offer to interact with like-minded folks.) I always could tell when we had a group of raging altruists: they were the students who either couldn’t understand the mindsets of investors or communitarians or were completely appalled by them. We’d let use that as a personal reflection opportunity. 🙂 (Note: my own altruist roots are deep.)
Whether or not that was too much of a stretch from the original research, it’s a framework that opens discussion about not assuming the path to a fruitful relationship is not one-size-fits-all.
Ted Seres says
Is there a worksheet that helps identify the donor archetype? What type of questions to ask and what information to gather etc.