Legacy 2022 Home

Total Goal: $2 Million

To achieve our $2 million goal, we must raise $1.6 million from 294 prospects during the Stakeholder Phase of the Campaign and another $400,000 from 780 prospects during the Public Phase. For giving levels and outreach goals, click on the button below.

[button link=”http://www.grassrootsdevelopment.net/?p=146″]Giving Levels & Goals[/button]

Prospect List

Prospect lists are maintained by Paula Williams. To request a current version, please contact her at +1 (865) 406-5212 or 

Please help us to keep our Prospect List current by emailing updates. Click on the “Send Update” link below to generate an email with your desktop application.  Or if you are using a web-based email service, go to the “Update Report” page to copy and past the text into an message.

  • Update Report

Calling on Prospect

Making friends and deepening relationships is the foundation of any successful fundraising program.  The challenge for organizations is to do this with a lot of people at the same time over a prolonged period of time. As such, boilerplates, memory aids, and data systems to help manage donor relationships are necessary – with a simple caveat.  No one likes to feel processed. Therefore, when using management tools, it is very important to personalize every contact with every prospect as much as possible.  The goal is to grow close to someone not to fill in a field or check off a box.

For a suggested set of steps leading to an invitation to donate and sample text, click on the button below.

[button link=”http://www.grassrootsdevelopment.net/?p=151″]Steps & Boilerplates[/button]

Profile sheets are usually completed over a series of visits — as relationships develop and relevant information becomes known.  They help fundraisers to grow close to donors over infrequent meetings and provide some easy conversation starters as needed.  They also simplify the transition between generations of volunteer fundraisers by providing new volunteers with useful information about donors and their histories with an organization. The following is modified version of a form from a book by Harvey McKay and may serve as an example of the type of information to keep track of as you’re getting to know a donor or prospect.

[button link=”http://www.grassrootsdevelopment.net/wp-content/uploads/2017/05/Prospect-Profile.docx”]Prospect Profile[/button]

Before reaching out to anyone, you may find it helpful to review the answers we developed for the 51 questions people may ask about the Campaign.  The current version with comments is on Google Docs.

Attachments

Depending on the content of your call, you may want to follow-up by forwarding some relevant information, such as Bill’s “Nine Reasons” article, Paula’s Case Document, or a pledge form if the call results in an early gift. Keep in mind that these attachments are like leave behinds if you were having a personal meeting.  You want to make the case for support in your own voice and provide additional information as it makes sense.  For some common attachment downloads and short links, click on the button below.

[button link=”http://www.grassrootsdevelopment.net/?p=158″]Attachements[/button]

Campaign Forms

Click on the button below for Legacy 2022 forms, including pledge forms, gift agreements, and form letters.

[button link=”http://www.grassrootsdevelopment.net/?p=160″]Campaign Forms[/button]

Fundraising Resources

Fundraisers need to be able to build personal relationships with donors and to care deeply about the cause they are promoting. The job also requires a great deal of versatility in an effort to be individually responsive to donors. These are the resources that successful fundraisers rely upon everyday.  Click on the button below for some helpful information about major gift development.  However, keep in mind that most important thing — the capacity to build relationships — is already with you.

[button link=”http://www.grassrootsdevelopment.net/?p=162″]Fundraising Resources[/button]