Matchmaking:How to Inspire Effective

Philanthropy

Chris Biehn, Vice President for Institutional Advancement

Modes of Giving and Donor Goals

Annual giving

Major giving

Legacy or testamentary giving

How do you know when your client is ready to increase

support?

Annual Giving over a period of time

Life event focusing on the organization

Volunteering or providing other intangible types of support

What your client might consider when reflecting on increasing

support

How have your gifts been stewarded?

What is the financial outlook for the organization?

How will your gifts inspire others to step forward?

What inspires greater philanthropy?

What do you want your legacy to be?

Do you want your heirs to understand philanthropy?

What does ABC Organization mean to you?

What inspires greater philanthropy?

How can you . . . ?

The case for support

How have you been inspired to stretch?

What about Anonymous Giving?

Gift might be shrouded in mystery

Can still inspire others

However, asking others to join you can be very powerful . . .

Gift vehicles

Cash, securities, mutual funds

Donor advised funds and Family Foundations

Blended giving

How to help your client evaluate and plan future

philanthropy

Stewardship communications and impact of givingRelationships with individuals in the organization and on the Board of TrusteesLegacy or testamentary giving

How to help your client evaluate and plan future

philanthropy

Review of organizational missionLeadership changes vs. leadership stabilityFocused giving strategy vs. supporting every cause

Thank you!cbiehn@ithaca.edu