In today's rapidly consolidating marketplace, among the challenges non-profits face are:
- Developing family gift opportunities.
- Evaluating giving capacity in context.
Understanding how to relate to donors is a nuanced matter. We find philanthropists that are also corporate directors and trustees of foundations. How should such individuals be approached by development staff? Should they be handled as an "institution" or an individual? That depends upon a number of factors:
- Does the individual clearly prefer to designate corporate or foundation gifts?
- Does the person share voting responsibility for gifts with their family?
- How long has the individual served as a corporate director, when is their term expiring and does the corporation serve a similar geography as the non-profit that needs funding?
- Is there a real relationship between a member of the non-profit's board of directors and the prospect?
CPR's Managing Partner worked for two years at a private foundation. Because we understand fundraising and philanthropy, CPR sees things others don't and your bottom line directly benefits.
