How-to: A “cheat sheet” for getting to giving

When it comes to raising significant gifts, you’re usually not talking about a day trip; you’re talking about a lengthy journey. You choose your travel companions, and plan your itinerary. Then, off you go!

To help you on your way, here’s a checklist summarizing the key steps involved: engage a prospect, make a proposal, formalize the gift, and nurture the relationship.

G2G Cheat sheet

In reality, of course, things are more complicated. It can be a long and winding road, with ups and downs. Things can happen unexpectedly, either for better or worse.

Stay flexible, be positive, and keep your eye on the prize: an opportunity to have a positive impact on something you care about, and help like-minded individuals do the same.

Good luck, and have fun! 

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