Resources
February
Esteemed Member List — Connect with your fellow members.
Accelerator Meeting 2 — Bequests Slides
Meeting 2 Drawing — Audio Description
March
Accelerator Meeting 3 — Top Prospect Identification & Solicitation Slides
Meeting 3 Drawing — Top Prospect Identification & Solicitation
Meeting 3 Drawing — Audio Description
Sample Top Prospect Solicitation Note or Letter
Accelerator Meeting 4 — Website, Activity Tracking & Bequest Slides
Welcome! Sample Gift Documentation Form
Sample Activity Tracking Template
Professor James’s Research — From this month’s podcast, here’s the blog post talking about Professor Russell James’s research
April
Accelerator Meeting 6 — Identifying Your Tier II Prospects Slides
Meeting 6 Drawing — Identifying Your Tier II Prospects
Meeting 6 Drawing — Audio Description
Accelerator Meeting 7 — Soliciting Your Tier II Prospects Slides
Meeting 7 Drawing — Soliciting Your Tier II Prospects
Meeting 7 Drawing — Audio Description
Sample Tier II Solicitation Letter Email 1
Sample Tier II Solicitation Letter Email 2
May
Accelerator Meeting 9 — Your Board Meeting & Multichannel Marketing Slides
Meeting 9 Drawing — Your Board Meeting & Multichannel Marketing
Meeting 9 Drawing — Audio Description
Sample Annual Report Ad/Donor Listing
Accelerator Meeting 10 — Probate & Your Role In It Slides
Accelerator Meeting 10 — Meeting Audio Description
Meeting 10 Drawing — Probate & Your Role In It
Meeting 10 Drawing — Audio Description
Accelerator Meeting 11 — Your Recognition Society and Activity Tracking
Sample Activity Tracking Template
June
Accelerator Meeting 13 — Your Planned Giving Conversations Slides
Accelerator Meeting 14 — Beyond Bequests I Slides
July
Accelerator Meeting 15 — Beyond Bequests II Slides
Meeting 16 Drawing — 3 Killer Apps with Steve Meyers
Meeting 16 Drawing — Audio Description
