- Purpose: Is the event for cultivation, solicitation or stewardship?
- Goals: Define clear fundraising goals (dollars raised, donor engagement, pipeline development, etc.).
- Audience: Who is the event targeting? (major donors, new prospects, etc.).
- Format: Is an event format the best route for fundraising or donor cultivation?
- Budget: Understand the balance between event cost and projected return on investment (ROI).
- Paid events must include a $5 or more donation per ticket.
- Consider event sponsorship opportunities to offset costs.
- Experience: Ensure every touchpoint makes the donor feel appreciated and connect to the university.
- Leadership: Identify appropriate university representatives to be stakeholders or speakers.
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