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Expertise LevelOrganization SizeHow To Ask For (and Get) A Big Gift
Successful Face-To-Face Solicitation

Duration: 1 hour 22 minutes
All purchases include PDF copies of all handouts, including power point. Access codes are delivered via email in less than 5 minutes and recordings are downloaded in MP3 format.  

Recorded Seminar

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Major Gifts:Kevin Flattery

Led by Marc Lee, CFRE with special guest, Kevin Flattery

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"When I ask for a gift, what, exactly, should I say? Especially if it's a big gift?"

Learn how to make the Big Ask, face-to-face, and get your big gift. Many fundraisers and volunteers love to do everything there is in fundraising, except ask for money, because they've never learned how to ask.

Marc LeeIt's really not so hard. But building confidence requires success and success is built on experience with techniques that work.

Learn valuable strategy, tips and techinques from two veteran fundraisers who have asked for (and received) individual gifts of $1 million and more.

Who Should Attend: Staff, Board Members and Volunteers -- anyone who might one day be the person to make the ask. Gather a group of people and have a training session!

You get:

  • Techniques that work
  • Tips on what to say
  • Three keys for confident preparation
  • Dealing with butterflies, dry mouth and anxiety
  • A system for knowing how much to ask for
  • Lessons learned from a "No"

What People Said About This Seminar
"Really good [donor solicitation] collateral material. Powerpoint was helpful."
Please Touch Museum

"[I appreciated] the clear steps outlining the solicitation process - helpful suggestions for establishing a rapport with a prospect"
Alta Bates Summit Foundation

"I like that the seminar talked about very specific how-to's [for major gifts] and not just generalities."
Holly End
Cooperative for Education

"I really wanted to know exact wording for asking a person for a major gift. This was very helpful."
Deborah Kelly
The Jordan School

"Great content! Moderators had excellent knowledge and background."
Sue Won, Pacific Union College

It was helpful to learn to look "at donor amounts to determine where the donor is in terms of their involvement with the organization."
Lorna Krkich, Arthritis Foundation

"There were nuggets of insight and it was useful having it wrapped in a package."
Rails-to-Trails Conservancy

"Overall presentation was well organized, making the steps of asking for a major gift very understandable. Took away a little of the fear about the ask."
Adrienne Dern, Pulmonary Hypertension Association

The most important aspect for us was "New strategies for making face-to-face major asks, reviewing important steps leading up to visit."
Christel House

"Very good speakers. Practical information, good advice."
MAPS Adoption & Humanitarian Aid

"This gave some of our board a good perspective on a lot of the concepts of fundraising they did not even knew existed."
Maggie Crabtree, Shriners Hospital for Children - Spokane

About Kevin Flattery:

Kevin Flattery is a veteran fundraiser. He completed a successful $14 million campaign and then guided a $10 million endowment drive.

Kevin has served from 1998 to 2008 as the Director of Advancement for St. Theresa's Academy, one of the oldest and largest private, Catholic, secondary schools for girls in the Midwest. He is now Director of Development, Cardiovascular Services at University of Kansas Hospital, Kansas City KS.

He oversees strategic planning, admissions, marketing, public relations, major gifts, capital campaign, annual giving, planned giving, endowment growth, corporate and foundation relations and special event fund raising.
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About Marc Lee:

Marc Lee, CFRE loves the opportunity to ask for a big gift. He is President of Affinity Resources LLC. He is both a Certified Fund Raising Executive and a Webmaster. Marc has asked for and received gifts ranging from $1,000 to $1 million.

Marc consults on traditional fundraising, as well as in Internet communications and fundraising.

A sought after speaker and workshop leader in the areas of Fundraising and the Internet, Marc has made recent presentations at: AFP International, CASE-NAIS, Mid-America Fundraising Conference, Regional AFPs, Regional ALDE, Philanthropy Day, and University of Nebraska Continuing Education.
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