Strategy Game Plan: Major Donors

The Major Donors Game Plan gives you actionable strategies to engage your top donors with a personal appeal to give from their overflow: their stock portfolio or crypto wallet.

 

WHY A MAJOR DONOR STRATEGY

One of the best places to start your non-cash fundraising journey is with your top donors. By approaching individuals with whom you already have a great relationship, you can build confidence and traction in non-cash fundraising. 90% of individuals hold their wealth in non-cash assets, which means your top donors are very likely to have stock and crypto. By making a personal appeal to give from this bucket, donors can give significantly more than they would through cash. In fact, the average stock donation on the Overflow platform is $10,000. 

That's why we recommend launching Overflow to your top donors with a personalized message. Whether you choose to call the donor, set up a lunch meeting, or perhaps invite them to a small gathering, educating major givers about the benefits of giving non-cash assets will move the needle for your organization.

EXPECTED OUTCOMES

Not only will this strategy help you to meet and exceed your fundraising goals, but it will also:

• Create a moment in time to share your organization's vision and current needs
• Capture insights that can be used in a broader launch strategy
• Thank key supporters and deepen their relationship with your organization

THE STRATEGY

There is no need to reinvent the wheel. We've already created a downloadable worksheet that you and your team can work through together to create an action plan for approaching major donors with the message of giving via non-cash assets. The plan starts with drafting a list of key supporters you want to invite to give through Overflow. (Check out the ‘Key Supporters List’ tool.) Once you have identified the key supporters you would like to ask, use the ‘The Ask’ tool to help prepare your story and solidify the appeal. Lastly, capture feedback, testimonials, and insights that can help you develop a launch strategy for the rest of your donor base.

Click here to download the Major Donor Game Plan or use the sample email below:

SAMPLE EMAIL

Hello DONOR NAME,

I want to first thank you for your support of [ORGANIZATION NAME] over the last year. The daily meeting of needs in our area is only possible through generous donations from individuals such as yourself. This year, we need to raise $XXX,XXX by December 31st to continue to fulfill our mission.

Would you partner with us to meet this goal?

One way we've made it easier than ever to partner with [ORGANIZATION NAME] is by allowing you to give stock online directly to our organization. We've partnered with a technology platform called Overflow that allows you to easily and securely donate stock in less than 5 minutes. As you may know, donating stock is one of the most tax-beneficial ways to give so you can participate in our mission AND meet your financial goals this year. Watch this video to see how it works. 

Click here to donate now.

If you'd like to discuss this initiative further, I'd love to meet with you. 

Sincerely, 

YOUR NAME

P.S. We chose Overflow because they take the security of your data seriously. They're trusted by over 300 organizations and are SOC2 Type 1 certified. Click here to learn more.