In this tutorial TREC Senior Associate, Ellie Stanley, reviews how to make your major gifts program a success through the important first step, planning. Ellie starts out by walking you through how to set informed and realistic goals. Then you’ll get step-by-step instructions on how to create a well-thought out plan that will make the path to reaching your goals clear and attainable.
- Major Gifts Plan template
- Sample Major Gift Pledge Form
- Major Gifts Tracking template
- Board Donor Stewardship Flow of Communications