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Cultivate relationships by aligning engagement process with solicitation

activities
Pyramid of Engagement

Building Relationship through


Constituency Development
Engagement

Involvement

Planned Giving

Donor Action Produced through


Constituency Development

P: to support firm
In perpetuity
S: Individuals only
SM: Face-to-Face Negotiation

Long-term Investment

Increasing Commitment
Major Giving

Acceptance

Understanding

Interest

Purpose: To support annual, capital and special


programs
Sources: Annual donors, targeted prospects
individuals, corporations, foundations etc
Solicitation methods: Principally face-to-face
and proposals

Participation

Annual Giving

Constituent

Purpose: To support general operations


Awareness
of Issue

Sources Include: Individuals, Corporations,


Foundations, Associations
Solicitation Methods include: face-to-face, direct
mail, phonathon, proposals, special events
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Source: Strategic Fund Development: Building Profitable Relationships That Last, by Simone P. Joyaux

Active Involvement

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