Transcript A Mutually Beneficial Relationship

A Mutually Beneficial Relationship:
Working with Major Gift Officers
Emily Goldsleger
Assistant Director, Membership & Annual Giving
The Penn Museum transforms
understanding of the human experience.
• Public museum
• Research institute
• Educator
Museum Director
Director of
Development
Director of Major
Gifts
Major Gifts Officer
Corporate &
Foundation
Relations Officer
Assistant Director,
Membership &
Annual Giving
Admin Assistant,
Membership &
Annual Giving
Administrative
Coordinator
Individual Unrestricted Giving
Membership
General membership: $55 - $1,499
Loren Eiseley Leadership Giving Society:
$1,500 - $25,000 plus
Young Friends: free add on for young
professionals group at any level of membership
Annual Fund
Only general members solicited
68% of Annual Fund gifts made by members
A Mutually Beneficial
Relationship:
• Stewardship
• Cultivation
• Solicitation
Stewardship:
Weekly Gift Report
• All gifts reported on from week prior
• Research through Wealth Engine
• Stewardship phone calls
• “Suspect Meetings”
Stewardship:
Phone Calls
• Began calling regularly 3 years ago
• Rejoins, upgrades, Penn affiliations, members at
$150 and above
• At least two upgrades to LES in last two years and
other conversations that led to Major Gift prospects
• Plus, a great deal of good will
Stewardship:
1887 Society
• Members or donors for 10 or
more consecutive years
• Dual purpose: stewardship
and planned giving
prospecting
• Created almost six years ago
• Annual reception along with
members of our planned
giving society
1887 Society
• 561 Households are currently recognized
• 83 or almost 15% of these members are about to
celebrate 25 years of membership
• Over 60% of our 1887 Society members have been
members for over 20 years
• 30 new planned giving donors to date
• Two of these donors were for three or more Charitable
Gift Annuities of $10,000 or more
Cultivation:
“Drinks with the Director”
Events
• Intimate events (10-25 people) in Director’s Office
• Staffed by Major Gift Officers and myself
• Strategic follow up
• Five upgrades to Loren Eiseley Society, one
upgrade to Benefactor level ($750), and one
exhibition sponsorship plus advanced relationships
with many other prospects
Cultivation:
Director’s Council
• Volunteer advisory council to
the Museum
• Prospect pool for future Board
of Overseers members or
engagement for former Board
of Overseers members
• $2,500 required annual Loren
Eiseley Society membership so
increases membership revenue
Cultivation:
Director’s Council
• $44,500 raised in membership dues from Director’s
Council members last year
• One member cultivated from my stewardship call in
last three years
• Two incoming former Young Friends Board members
Solicitation
• Major Gifts team builds
Loren Eiseley Society gift
into major gift solicitations
• Annual solicitation to
Board of Overseers for
membership gift
Contact Information
Emily Goldsleger
Phone: 215-898-5093
Email: [email protected]