Steps from Prospect to Closed Gift

1. Pick 1-2 of your prospects at a time to work on so you don’t get overwhelmed
2. Send an introduction email or text to the prospect (sample text for this can be found below). Clearly express that this is not the solicitation
3. Cultivate Prospect – feel out what they are interested in through informal conversations and email/text
   1. This could be many conversations or as little as one
4. Schedule solicitation meeting
   1. Inform Jacob and Kristin via email the date and time of your solicitation meeting.
   2. The HSJ team needs 5 business days to produce personalized solicitation materials.
5. Conduct the Solicitation Meeting and make the ask
6. Follow up with Jacob and Kristin after the meeting to let us know the following:
   1. Their pledge amount and payment terms, so we can make pledge agreements.
   2. Any follow up that is needed
   3. If continued cultivation is needed to close the gift

Solicitation Material Templates

Script, packet, and PowerPoint templates. Click links to view.

PowerPoint Template

Script Template

Packet Template