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Engaging New Donors
Monday, March 24, 2014
12pm – 2pm
Peirce College
1420 Pine Street, College Hall
#CoalitionU
James Mergiotti
President & CEO
Peirce College
• Urban Affairs Coalition Board Member
• Became President and CEO of Peirce in 2009
• Made Peirce the first choice for career oriented, non-
traditional college students seeking high quality teaching
and service.
Moderator
#CoalitionU
Lynn Marie Johnson-Porter
Executive Development, Major Gifts & Clinical Support
Children’s Hospital of Philadelphia
• More than 15 years of experience in development,
annual giving and corporate/foundation relations
• Previously worked as Vice-President of Philanthropy for
Presby’s Inspired Life
• Has a background in Journalism; former news writer and
producer at KYW – TV3
Panelist
#CoalitionU
Aimee Miller
Senior Vice President and Partner
Fairmount Ventures
Follow Aimée and Fairmount @FairmountV
• Over 18 years of experience in program design and
assessment, development and business planning, and
fundraising
• Focus includes developing and executing strategies to
increase revenues from a range of private, public and
earned income sources.
• Extensive background in media and cultural criticism
Panelist
#CoalitionU
Ina Lipman, Esq.
Executive Director
Children’s Scholarship Fund Philadelphia
• Formerly Executive Director of The Peggy Browning Fund,
a nationally based non-profit organization
• An attorney with an extensive background in educational
advocacy and organization building
• Worked for groups such as the Greater Philadelphia First’s
Children Achieving and Health Partners
Panelist
Tweet your questions
#Coalition U
Follow @CoalitionU
#CoalitionU
TOPIC #1
Prospecting for New Donors
• Engage your base!
• Recognize previous support to increase
loyalty.
• Secure a fundraising board to look for new
board prospects if your current board is
not focused on fundraising.
#CoalitionU
TOPIC #2
Ways to Engage New Donors
• Consider a monthly sustainer campaign
starting at a barrier-free price point
• Create activities/events that allow donors
to directly experience your mission
• Make a short, compelling video telling your
organization’s story from the clients’
perspective
#CoalitionU
TOPIC #2
Ways to Engage New Donors
• Remind people that you rely on donations!
• Remember: the “best prospects” vary from
organization to organization
• Design fundraising activities to nurture the
relationship and foster involvement
#CoalitionU
TOPIC #3
Cultivating Relationships with
Existing Donors
• Have regular non-solicitation updates and
communication
• Your Board members are your best
organizational ambassadors
• Show your donor respect—it demonstrates
the importance of their gift
#CoalitionU
TOPIC #3
Cultivating Relationships with
Existing Donors
• Demonstrate good ethics—it will build
trust and confidence
• Your Board members are your best
organizational ambassadors
• Ask your donor meaningful questions
#CoalitionU
TOPIC #4
Closing the Deal/
Securing Funding
• Don’t be afraid to ask
• Follow your instincts
• Be an active listener
• Understand “why people give”
#CoalitionU
TOPIC #4
Closing the Deal/
Securing Funding
• Have a team of two solicitors
• Be quiet after the ask…listen
• Verbally outline next steps
• Send thank-you note for their time and
consideration
Thank You!!
Follow @CoalitionU
Follow @UACoalition

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CoalitionU Engaging Donors for Nonprofits

  • 1. Engaging New Donors Monday, March 24, 2014 12pm – 2pm Peirce College 1420 Pine Street, College Hall
  • 2. #CoalitionU James Mergiotti President & CEO Peirce College • Urban Affairs Coalition Board Member • Became President and CEO of Peirce in 2009 • Made Peirce the first choice for career oriented, non- traditional college students seeking high quality teaching and service. Moderator
  • 3. #CoalitionU Lynn Marie Johnson-Porter Executive Development, Major Gifts & Clinical Support Children’s Hospital of Philadelphia • More than 15 years of experience in development, annual giving and corporate/foundation relations • Previously worked as Vice-President of Philanthropy for Presby’s Inspired Life • Has a background in Journalism; former news writer and producer at KYW – TV3 Panelist
  • 4. #CoalitionU Aimee Miller Senior Vice President and Partner Fairmount Ventures Follow Aimée and Fairmount @FairmountV • Over 18 years of experience in program design and assessment, development and business planning, and fundraising • Focus includes developing and executing strategies to increase revenues from a range of private, public and earned income sources. • Extensive background in media and cultural criticism Panelist
  • 5. #CoalitionU Ina Lipman, Esq. Executive Director Children’s Scholarship Fund Philadelphia • Formerly Executive Director of The Peggy Browning Fund, a nationally based non-profit organization • An attorney with an extensive background in educational advocacy and organization building • Worked for groups such as the Greater Philadelphia First’s Children Achieving and Health Partners Panelist
  • 6. Tweet your questions #Coalition U Follow @CoalitionU
  • 7. #CoalitionU TOPIC #1 Prospecting for New Donors • Engage your base! • Recognize previous support to increase loyalty. • Secure a fundraising board to look for new board prospects if your current board is not focused on fundraising.
  • 8. #CoalitionU TOPIC #2 Ways to Engage New Donors • Consider a monthly sustainer campaign starting at a barrier-free price point • Create activities/events that allow donors to directly experience your mission • Make a short, compelling video telling your organization’s story from the clients’ perspective
  • 9. #CoalitionU TOPIC #2 Ways to Engage New Donors • Remind people that you rely on donations! • Remember: the “best prospects” vary from organization to organization • Design fundraising activities to nurture the relationship and foster involvement
  • 10. #CoalitionU TOPIC #3 Cultivating Relationships with Existing Donors • Have regular non-solicitation updates and communication • Your Board members are your best organizational ambassadors • Show your donor respect—it demonstrates the importance of their gift
  • 11. #CoalitionU TOPIC #3 Cultivating Relationships with Existing Donors • Demonstrate good ethics—it will build trust and confidence • Your Board members are your best organizational ambassadors • Ask your donor meaningful questions
  • 12. #CoalitionU TOPIC #4 Closing the Deal/ Securing Funding • Don’t be afraid to ask • Follow your instincts • Be an active listener • Understand “why people give”
  • 13. #CoalitionU TOPIC #4 Closing the Deal/ Securing Funding • Have a team of two solicitors • Be quiet after the ask…listen • Verbally outline next steps • Send thank-you note for their time and consideration