126. Back to the Basics: Major Gifts - Jonathan McCoy, CFRE and Becky Endicott, CFRE

We kicked off our new Friday series Back to Basics last week focusing on Annual Giving...but naturally we added a We Are For Good arc on how build upon the basics.  This week we're diving in the science AND art of major giving ❤️ We'll talk strategy, structures, examples and infuse that We Are For Good arc into this conversation too. Tune in Friday for Basic to Basics: Major Gifts.

Episode Overview

• Back to the basics: Major Gifts  - where do you start? (1:50)
• Get to know your mission: dive in deep (2:30)
• Becky’s experience as a major gifts officer (5:30)
• Get to know people at a deeper level - what are the connective parts of their stories? (9:10)
• Defining major gifts (11:00)
• The art of fundraising goals (12:30)
• Drivers of major gifts: influence, affluence, and traction (20:00)
• 5 key steps of major gifts development (21:00)
• What are the indicators for major gifts potential? (24:00)
• Major gifts pro tips (26:00)
• FREEBIE: 23 Questions to Ask on Donor Qualification Visits (Bloomerang)

For more information and episode details visit: www.weareforgood.com/episode/126

The We Are For Good Podcast is co-hosted by Jonathan McCoy, CFRE and Becky Endicott, CFRE and welcomes the most dynamic nonprofit leaders, advocates and philanthropists to share innovative ideas and lessons learned 3x a week!

Want to hear insider details and to get our best roundup of tips, freebies, resources and show notes from each episode? Join the Good Community - it's free! Visit www.weareforgood.com/hello

About Our Sponsor Virtuous
You know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is

About our Sponsor Givebutter 💛

Nonprofits use Givebutter to bring together multiple categories of tools, including mobile-friendly donation forms, fundraising campaigns, events, auctions, email marketing, a built-in CRM, and so much more. Head to givebutter.com/weareforgood to sign up for your free account today and get started in minutes.

Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

Support the show

Become a Member and Get All-Access to Everything We Are For Good!
Experience the Impact Uprising Membership by We Are For Good: an ecosystem to learn, connect + grow in the power of a value-aligned community. Members gather monthly with Jon + Becky at exclusive members-only meetups + get video access to all new podcast episodes in an ad-free experience + so much more! Learn more + join us at weareforgood.com.

Say hi👇
LinkedIn / Instagram / Facebook / YouTube / Twitter