Access People, Advance Major Gifts

Presenter: Gil Israeli, American Technion Society
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
Competencies and Levels:  

  • Competency 5: Financial Capacity Evaluation and Wealth Indicators, Level II 
  • Competency 6: Prospect Interests and Networks/Relationships, Level I & Level II 
  • Competency 8: Research Checklist and Written and Verbal Skills, Level I 

Domain: Relationship Management 
Competencies and Levels: 

  • Competency 2: Relationship Management Policy, level II
  • Competency 4: Relationship Management Reporting, Level II 
  • Competency 6: Prospect Strategy, Level I 
  • Competency 13: Building Internal Relationships, Level II

Once a major gift prospect has been identified, what is the best way to reach him or her? Unlike direct mail, phonathons, online fundraising, smaller gifts for annual campaigns and sponsored RFPs, organizations that raise major and mega-gifts often require door-openers or "access people" to foster essential relationship-building. They may be your most valuable lay people. Learn about potential access people and effective ways of identifying them. Program take-aways include: a map for major gifts fundraising; understanding access people and access opportunities; successful techniques to identify access people; and developing the necessary culture of collaboration among researchers and fundraisers.

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