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AFP TN, Southeastern Chapter: Fundamentals of Fundraising Series: Module 5 - Securing the Gift

January 15, 2013


Once the development plan is in place and appropriate policies and procedures are set up, it's time to actively solicit gifts from donors and prospects. In this module, a closer look will be taken at solicitation strategies for campaign types, focusing most closely on solicitation techniques for annual giving. Additionally, there will be an overview of techniques for soliciting major and planned gifts. Special emphasis will be placed on implementing critical acknowledgement, acceptance, and recognition practices.

Objectives: After this module, you'll be better able to:

• Describe solicitation techniques used in annual giving programs.

• Identify, recruit, and prepare the appropriate mix of volunteers, staff, and professionals to carry out solicitations

• Name the additional training needs for volunteers involved in solicitation.

• Discuss the six steps to a "model" major-gift solicitation.

• List strategies for obtaining support from corporations/businesses, foundations, and government entities.

• Describe the process for developing and presenting a written grant proposal.

• Discuss application of appropriate acknowledgement, acceptance, and recognition policies and practices.


As Founder and President of Pranger Philanthropic, Jill brings 30 years of professional fundraising and not-for-profit management experience to partner with organizations to enhance their fundraising programs and engage volunteers throughout the process. As an AFP Master Teacher, she is an internationally sought-after trainer and keynote presenter in the areas of fundraising, the not-for-profit sector, organizational management and development, philanthropy, business networking, and working with volunteers. Jill also serves as a part-time Lecturer in the MBA program at the University of Tennessee. Jill is a Board member for ACFRE Professional Certification and the AFP Foundation for Philanthropy, and former Board member for AFP International, AFP Genesee Valley Chapter, and AFP Smoky Mountain Chapter. As well, Jill has served on the Boards and Chaired numerous not-for-profit organizations. Jill also continues her 36-year volunteer career with the American Red Cross as a CPR/First Aid Instructor Trainer and Water Safety Instructor. In her spare time, Jill teaches Yoga, golfs, bikes, hikes, and sews.

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