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To effectively engage with larger donors, it's crucial for nonprofits to have a clear understanding of their financial health, organizational metrics, and strategic direction. This guide is designed as a fillable template to help you organize and articulate this information, ensuring you're prepared for meaningful conversations with potential major donors.
⭐️ One of the main things that might be different for a larger donor vs a smaller donor is that they might care more about how you will amplify their donation instead of making sure it gets spent on impact.
They might want to know how you plan on using it for your tech stack, hiring employees, finding mentors, expanding a program or what your vision and roadmap are for the next 12 months.
So often non-profits are incredible at sharing the impact they are making, but lack the ‘quick on your feet pitch’ that might be the difference between closing or losing a $20,000 donation.
Below is a step by step template that will walk you through all your financial metrics and help you create a pitch for when the moment comes that you are asked to share about your organization.