Every nonprofit is unique, and so are its donors. That’s why Rubin & Associates offers customized strategies that align with your goals and resources and help you achieve your mission … and your dreams. Whether you're building a major gift or planned giving program from the ground up or refining an existing one, we provide the expertise and support you need to create a sustainable pipeline of support that meets your immediate needs and positions your organization for long-term success.

Major Gift Programs

• Donor Identification & Cultivation: Identifying potential major donors is the first step in building a successful major gifts program. We use a comprehensive approach to donor research, leveraging wealth screening tools, donor databases, and network analysis to uncover individuals with the capacity and inclination to make significant contributions. We then help you develop personalized cultivation strategies tailored to each donor's philanthropic interests and values, ensuring that donors feel personally connected to your mission and are inspired to make a major gift.
• Gift Solicitation Strategy: Securing major gifts requires a well-thought-out strategy. Our team works closely with you to craft a narrative that highlights your organization’s impact and aligns with the donor’s personal values and passions. We guide you through the entire solicitation process - from setting realistic goals and determining the optimal ask amount to planning the timing and method of the solicitation - ensuring that you’re well-prepared to make a powerful ask that resonates with the donor.
• Relationship Management: We support you in building long-term relationships with major donors through personalized engagement strategies tailored to each donor's philanthropic interests and values. This includes recognizing and celebrating your donors’ contributions through personalized acknowledgments, exclusive updates, and special recognition opportunities.
  
  

Planned Giving Programs

• Program Development: We help you establish or enhance your planned giving program, ensuring it aligns with your organization’s mission. Our consultants will also assist in developing meaningful opportunities for your donors to leave a lasting legacy that reflects their values and commitment to your cause. This includes identifying appropriate planned giving vehicles, crafting compelling messaging, and setting up the necessary infrastructure to manage and grow your planned giving program.
• Marketing & Outreach: A successful planned giving program relies on effective communication and education. We design targeted campaigns to educate your supporters about planned giving options and encourage their participation.
• Donor Stewardship: Stewarding planned giving donors is essential for maintaining their trust and deepening their connection to your organization. We assist you in developing a comprehensive stewardship plan that keeps donors engaged and committed to your cause. Our approach ensures that your planned giving donors feel valued and appreciated, fostering a continued commitment to your mission.
  
  

Let’s Build Your Future Together

Ready to strengthen your major gift and planned giving efforts? At Rubin & Associates, we specialize in helping organizations like yours unlock the transformative potential of major gifts and planned giving. Contact us or call 314-920-5996 to start the conversation.