Five I's presentation

Barbara Talisman

www.3talisman.com

www.talismantol.wordpress.com

barbara@3talisman.com

312.733.7520

Barbara Talisman

Talisman Associates, Inc . is a full service consulting firm working with nonprofit

organizations.

Barbara has been in the development field since 1983. She has experience in:

• Corporate partnership

• Special events

• Board/membership development

• Grant writing

• Major gift solicitation

• Volunteer/staff development and training

• Executive coaching

• Interim staffing and search

Barbara is a highly rated speaker and has facilitated workshops in North America,

Europe the United Kingdom and Australia. She has published numerous articles

and writes weekly for her blog Talisman Thinking Out Loud.

Barbara holds a Bachelor’s degree from Case Western Reserve University. She has

continued her education through workshops and classes at BoardSource, The

Institute for Charitable Giving, Vanderbilt University, Association of Fundraising

Professionals (AFP) regional and international conferences and Indiana University

School of Philanthropy. Barbara is an AFP Master Trainer.

1. What are the five I’s?

2. How to apply the five I’s

3. What makes the five I’s

important

4. Fundraising pyramid

5. How has it changed?

Questions along the way….

1. Identify/Investigate

2. Information

3. Interest

4. Involve

5. Investment

Identify

Information

InterestInvolvement

Investment

Q&A

Ultimate donors

Endowed/Capital

Gifts 20-80 rule

Major Gifts

Annual Fund/Direct

Mail/Events

Annual Fund

Major Gifts

Capital

Gifts

Ladders have rungs

Fundraising is about the donor…they can climb up/down as they need/want

More donors RETAINED than in a pyramid

Thanks to SOFII!www.sofii.org

Q&A

How we are finding donors

How donors are finding us

Social media

Access to information

Communication

Next generation

Aging donors

Thank you!

barbara@3talisman.com

3talisman.com

Talisman Thinking Out

Loud Blog

Making a Difference Radio

@BTalisman

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