Donor Development Series Session Resources

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• Session 1 - Creating a Culture of Philanthropy
• Session 2 - Crafting Your Case for Support
• Session 3 - Donor Advised Funds
• Session 4 - Discovery Conversations & Corporate Development
• Session 5 - Prospect Research for Small Shops

Session 1: Creating a Culture of Philanthropy

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• Annual Donor Planning Template
• Donor Pipleline and Stewardship Tracker
• Culture of Philanthropy Self Assessment
• Story Collection Template

Session 2: Crafting Your Case for Support

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• Case for Support Template
• One-Pager Template
• Designed Case for Support Example
• Story Collection Template

Session 3: Donor Advised Funds

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• DAF Sample Language

Session 4: Discovery Conversations & Corporate Development

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• Discovery Meeting Questions

Session 5: Prospect Research for Small Shops

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• Foundation Profile Template
• Individual Profile Template
• Corporate Profile Template
• Organization Profile Template

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