The five steps to a “Preferred Future” for an organization:

1. Imagine (first 90 days)

• Effective fund development with a lack of giver remorse
• Donors maximize their resource potential, gifting more freely while providing an estate for their heirs

2. Design (second 90 days)

• Create endowments which have a positive influence on the community now and into the future
• Continue to receive gifts for capital needs and current operations

3. Develop (next 12 months)

• Develop funds at the highest possible level to meet current and future needs
• Focus on inter-generational management with Donors considering heritage to endow organizational income

4. Implement

• Ask Donors to focus on the five key motivators:
  1. Personal Freedom
  2. Personal Financial Freedom
  3. Family
  4. Community
  5. Heritage

1. Monitor (Experience)

• Experience the full potential from donor commitment
• Donors make current and/or future gifts
• Gifts fund capital projects and endowment building