Mentor Program

Become a Mentor

If interested in being a mentor, please complete the following form.

First Name

Last Name

I can provide mentoring in the following areas (click all that apply):

Phone

LinkedIn URL

Resume

Upload File

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Types of Fundraising

Annual Fund

Events

Planned/estate giving

Capital campaigns

Other

Donor Research

Types of donors – individuals, groups, foundations, corporations, government agencies

Donor data – demographics, psychographics, interests, values, motivations, culture, ability to give, giving history, relationships, linkages

Assessing donors – qualifying and rating

Involving volunteers

Needs identification

Creating volunteer structure – identification, recruitment, vetting, orientation, training, oversight, evaluation, recognition, retention, and succession planning

Capacities – board, program, or campaign

Policies – legal, regulatory, and organizational

Ethics, accountability, and professionalism

Fundraising ethics and legal standards

Honoring donor intent – clarifying, implementing, documenting, and monitoring instructions about gifts

Donor reporting

Securing the gift

Developing a case for support

Identifying solicitation strategies, techniques, tools

Developing solicitation plans

Donor-focused solicitation communications

Making the ask

Relationship building

Relationship stages – Identification & qualification, cultivation, solicitation, stewardship

Communications at each stage – methods, channels, and messages (verbal and written)

Spheres of influence – corporate, governmental, social, civic, professional, religious, political, and cultural affiliations and their interrelationships

Philanthropy versus fundraising

Mastering the elevator speech

Leveraging incentives – member benefits, special invitations, premiums, and naming rights

Leadership and management

Developing and/or managing a department –mission, vision, values, policies and procedures, job descriptions, short- and long-term strategic plans, SWOT, budgets

Organization-wide culture of philanthropy – strategic plan, marketing, and public relations all align with and support fundraising objectives

Thanks for submitting!

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