Principal Gift Checklist 2.0
50 questions.5 critical lenses.1 essential report.
Section three · Proprietary framework
The 4×90 Lens™
Donor readiness
How big is this ask relative to the wealth they control?
Section five · Timing
The Gift Takeoff Runway
Section six · Conclusion
Ben’s Bottom Line
Many principal gifts fall short because we make it so easy for the donor to say no.
We weren’t totally prepared.
The conditions weren’t quite right.
We went for it anyway.
And our $5M ask became a $1M gift.
Over five years.
Meaning we can’t go back.
Can we get a do-over?
Checklist 2.0: It remembers what others forgot.
It even tells you when you are asking too low.
RUN IT EVERY TIME
See if Checklist 2.0 is right for your institution.
If you’re considering Checklist 2.0, start with a conversation with Ben. If it makes sense, we can then run a real $5M+ opportunity through the model together and see what it catches.
See If It’s a FitInstitutional licensing includes full access to Checklist 2.0 and quarterly office hours with Ben Porter. Licenses start at $9,500/year.
Talk with Ben About Checklist 2.0
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Ben will text you personally to arrange a time to talk.