This collection focuses on major and legacy gifts, identifying and cultivating donors, and making asks.
Resources in this Collection
Major Gifts Plan Template and Sample
The TREC Major Gifts Plan Template is a useful tool for organizations and fundraising staff to track strategies, goals, action steps, donors, and costs to plan your Major Gifts program.
Prospect Evaluation
Easy to use matrix to help evaluate and prioritize major donors and major donor prospects. The higher your donor or prospect rates on the affinity and capacity scale, the more time valuable they are to you major gifts program.
Legacy Giving FAQ Sheet | Template
Having a short document with commonly asked questions about legacy giving to share with prospects and financial advisors is one of the most important things you can do to promote your legacy giving program. This one piece will give people all of the information they need to move forward in making a high-value legacy gift to your worthy cause.
Stock Transfer Instructions
Sample form for stock gifts to your organization.
Major Gift Pledge Form
An example of an annual major gift pledge form. You can use a tool like this when soliciting major donors to firm up their commitment and assure mutual understanding of their gift.
Donor Thank You Guide
A ready-to-use guide for fundraisers featuring sample thank-you notes and expert tips for meaningful donor stewardship. This resource helps you express genuine gratitude, strengthen relationships, and keep your donor communications fresh and heartfelt.
Major Gifts Planning
In this tutorial TREC Senior Associate, Ellie Stanley, reviews how to make your major gifts program a success through the important first step, planning. This tutorial will walk you through how to create a well-thought out plan with projections to help define your goal and make it easy to reach.
Legacy Donor Stewardship Guide
Legacy donors are making one of the most meaningful commitments to your mission. This guide helps you honor that commitment with thoughtful, relationship-centered stewardship.
Planned Legacy Giving for Busy Fundraisers
Planned giving is a long-term strategy that can help us do this while also minimizing time spent fundraising. In this webinar, we provide clear, easy strategies that any organization can use to increase planned gifts.
Launching into Legacy Giving
This webinar will show you that legacy giving doesn't need to be complicated and can be worthwhile and achievable for any organization. And you'll leave with real, actionable steps you can take to immediately grow a planned giving program at your organization.
Achieving Major Wins with Major Gifts and Major Donors
Major Gifts are likely to be some of the largest gifts you receive outside of grants. So what is a Major Gift? And how does major donor cultivation and solicitation differ from smaller individual gifts? Join us as we answer these questions and outline the 5-steps you can take to developing a successful major gifts program.
Essential Components of the Ask
This practical fundraising resource walks you through the essential components of a successful major gift ask — from making a compelling case for support to confidently asking for a specific gift and navigating common donor responses.
Perfecting the Ask
As a big fan of your cause, you are the perfect person to share your passion with others out in the world! Whether you are inviting a new volunteer to an event or a long-time Board member to become a legacy donor, we can all play an important role in getting people more deeply engaged.
Demystifying the Major Donor Journey
Do you want to know how everyone can be involved in supporting your organization’s financial well-being through friend-building? We’ll explore and demystify the ways we build relationship and cultivate our supporters, and how to turn some of these friends into big donors!
A Nonprofit Guide to Creating & Managing Endowments
A practical guide to help nonprofit leaders understand formal and quasi-endowments, assess organizational readiness, and develop clear policies for managing long-term funds.