RAISING MAJOR GIFTS
"Finances and Resources chase after ideas and there will always be generous people who will amply support a great dream backed by a sound plan." Significant gifts are given by people who possess a willing heart. DSI will ensure that you properly identify, engage, cultivate, and invite individuals of means to stand with your organization through:
1. Nonprofit Capital Campaign & Feasibility Study - Click Here
2. Church Capital Campaign & Feasibility Study - Click Here
3. Estate Planning & Endowment Campaign - Click Here
4. Major Gifts Startup & Annual Fund Campaign - Click Here
5. Strategic Planning & Board Training - Click Here
CAPITAL CAMPAIGN & FEASIBILITY STUDY
Capital campaign is the hallmark of institutional advancement. DSI will lead your organization through tactical planning, volunteer recruitment, solicitation strategies, document development and calculated publicity, all within a specific period and predetermined budget. The DSI Campaign Process will be used to secure new and extra gifts to advance your ministry's mission and realize project vision. Project areas could include key organizational needs such as bricks & mortar, equipment needs, endowment, and other investments. Campaign feasibility study will function not only as the process by which information is gathered to determine project viability but as a vital component of the actual solicitation phase as well. When feasibility study is executed correctly, in conjunction with case statement development, the combined process contributes to both the identification of gifts and their acquisition.
DSI's successfully executed feasibility study process will:
1. Launch the prospect cultivation process
2. Pre-determine campaign financial goal
3. Identify leadership prospects to serve as volunteers
4. Identify lead gifts
5. Indicate agency’s market position in community
6. Assess the potency of case
7. Determine campaign schedule
8. Identify objections and helps formulate a response
DSI's FEASIBILITY STUDY PERFORMANCE SERVICES INCLUDE:
FINANCIAL AUDIT - a thorough inventory of your organizations income and disbursements
DONOR DEMOGRAPHIC - essential information about the prospective donors who can give to your campaign
CASE FOR SUPPORT - document creation that communicates board leadership initial campaign vision
PARTICIPANT SURVEY - comprehensive questionnaire designed to test donor awareness and giving potential
INDIVIDUAL INTERVIEWS - time spent with leadership prospects representing a cross-section of our donor file
STUDY REPORT - comprehensive report of the study's outcomes presented to your staff and board of directors
CAMPAIGN CALENDAR - timetable showing when events will occur; also functions as an organizational and planning tool
CHURCH CAPITAL CAMPAIGN & FEASIBILITY STUDY with James P. LaRose, CFRE
The purpose of a church capital campaign is to obtain support for specific and significant projects such as, facility construction, renovations, equipment purchase and endowment. DSI Church Campaigns are intensive, organized fundraising efforts that take place within a specific time period that assist your congregation in celebrating the vision that has been entrusted to your care. Whether you are building a new church, multi-purpose facility, education class rooms or additional school space, the stewardship principles that lead to successful project completion remain the same. "We must not arm-twist. We must not hand-wring. Instead we help a congregant accomplish their personal goals by financially investing in the local body that is supporting their personal journey. Members invest their gifts and offerings because they love their church family, and share the conviction that your project will make a difference. Members who participate in a DSI campaign experience are inspired in way that affects all aspects of a church's ministry.
DSI's successfully executed feasibility study process will:
1. Begin membership cultivation
2. Pre-determine campaign financial goal
3. Identify leadership prospects to serve as volunteers
4. Identify significant lead gifts
5. Indicate agency’s market position in community
6. Assess the potency of your case for support
7. Determine campaign schedule
8. Identify objections and helps formulate a response
DSI's CHURCH FEASIBILITY STUDY PERFORMANCE SERVICES INCLUDE:
FINANCIAL AUDIT - a thorough inventory of a church’s stewardship success.
MEMBERSHIP DEMOGRAPHIC - essential information about the households in a church’s ministry area
CASE FOR SUPPORT - document creation that communicates Church leadership's initial campaign vision
PARTICIPANT SURVEY - comprehensive questionnaire designed to test member awareness and giving potential
INDIVIDUAL INTERVIEWS - time spent with key leaders representing a cross-section of the congregation
STUDY REPORT - comprehensive report of the study's outcomes -- a major stepping stone of the overall efforts and campaign
CAMPAIGN CALENDAR - timetable showing when events will occur; also functions as an organizational and planning tool
ESTATE PLANNING & ENDOWMENT CAMPAIGN with Jackson Doggette, Esq. and LIFESTYLE GIVING
The ultimate major gift your nonprofit will receive is given by the donor who desires to associate their legacy with your mission and purpose. Estate planning is a process. It involves people, thier family, and advisors and, in many cases, your charitable organizations. The DSI approach to the estate plan integrates sound personal, financial advice, deferred planning concepts, with the individual donor's plans for lifetime or testamentary giving. Whether your organization is new to the planned giving field or your agency is ready to expand an existing program, DSI through our partnership with LIFESTYLE GIVING has the knowledge and experience to help your ministry realize its full potential through the development of legacy gifts and endowment. DSI & LIFESTYLE team members include a certified financial planners and tax attorneys to keep pace with changing tax laws and to assist with complex estate planning cases and gift proposals. Also included in our wide scope of client services are comprehensive training for development and field staff, on-site consultations, assistance with donor visits and the formalization of the gift. DSI & LIFESTYLE's goal is to accomplish the following objectives within your nonprofit. We look forward to being:
- a provider, of technical services to your nonprofit, focused in the area of major and estate gifts
- a mentor, to your friends who want you to benefit from their personal stewardship design
- a servant, helping individuals establish their lifestyles of giving, especially as this pertains to gifts of net worth
Our team will design a solution of support services to meet your individual and organizational needs, by providing the following services:
1. Perhaps our most important service is to provide one-on-one involvement with friends and family members who are significantly to equipped make an estate gift. Our most important task is to discern donor need and introduce a solution that meets those needs in a way that accomplishes their personal financial goals.
2. Personalized design for major gift transactions in which the ministry partner maintains a beneficial interest including Current and Deferred Gift Annuities, Revocable and Irrevocable Life Estate Agreements, Unitrusts, Annuity Trusts, Revocable Gift Agreements, Retirement Income Trusts, Educational Trusts and both Reversionary and Non-Reversionary Lead Trusts
3. Estate planning promotion though quarterly newsletters, articles, and space ads for your publications, creation of will planning kits as a premium gift to promote deferred giving, the design of receipting promotions, and special planning reports for follow-up of promotional response.
Regardless of your position in this process, we believe that your nonprofit needs to commit to the estate planning process today! For the one-person department, we provide a total support package. For the organization with a more advanced program, we provide professional services at a cost far below comparable services in-house. For any nonprofit, we provide the expertise to design a major gift or complex estate plan that secures the big gift.
MAJOR GIFTS STARTUP & ANNUAL FUND CAMPAIGN with Phil Young
DSI's Major Gifts Startup Program is universal. It is used by volunteers just starting a 501c3 and has been embraced some of the largest nonprofits in the world. In both cases it assists new and existing donors accomplish their personal goals by financially investing in your ministry. DSI has distinguished itself within the international donor community by organizing and serving philanthropists around the world using a signature “donor-driven” approach to the raising of money. DSI will lead your nonprofit in strategic planning, case development, and donor prospecting followed by the creation of individual plans of care using multiple points of creative contact to strengthen local core groups of donors and cultivate new major donor prospects. The end result will be the acquisition of 5, 6, and 7 figure gifts that broaden support, upgrade giving levels, and provide ongoing operating revenue for new and existing programs. DSI will integrate your current fundraising promotions, grant writing, special events, direct mail, and phone campaigns with major gifts cultivation to form a single development system that works and really raises money.
These services are delivered through:
1. Individual Training and Skills Transference - Onsite Visits
2. Calling Partnership for Training Purposes – Donor Presentations, Foundations, Corporations, Etc.
4. Participatory Management via Phone and Email - Monthly Accountability to Tasks
5. Board, Auxiliary, and Volunteer Training – Small group presentations to key individuals
6. DSI Training Resources – Manuals & DVDs
7. CFRE Preparation and Training (Certified Fund Raising Executive)
STRATEGIC PLANNING & BOARD TRAINING
DSI will lead your team through the disciplined effort of a strategic plan that produces decisions and actions which will shape and guide your organization’s future. Our planning process is progressive and results in organizational growth through the birthing of great dreams backed by sound plans. DSI counselors will help you take the risk of seeing the future and make sure that you chase it with all your heart. DSI specializes in motivating leaders to new heights of participation throug board training that inspires volunteerism and involvement. Training is designed for current board members, potential board members and nonprofit executive staff members ready to understand what is required of members who truly make a difference. Board members will learn the basic concepts of parliamentary procedure; how to run effective, efficient and productive meetings; the responsibility of officers; types of motions; how to prepare for meetings and "say the right things" during meetings; how to read monthly financial reports; what to look for in an audit; questions to ask the auditor and CFO, and much much more.
Available sessions include:
1. Conflicts of Interest
2. Board Role in Fundraising
3. Models of Good Governance
4. Sarbanes-Oxley
5. Principles and Best Practices
6. Parliamentary Procedure
7. New Board Member Orientation
8. Questions Every Board Member Should Ask
All DSI board training is supported by Jimmy LaRose's RETAIL CATALOG including:
Tools for Boards That Work and Really Raise Money - Manual & DVD Series
Major Gifts Programs That Work and Really Raise Money - Manual & DVD Series
Capital Campaigns That Work and Really Raise Money - Manual & DVD Series