Chester County Community Foundation

  Let Your Legacy Make a Difference

1. Greeting and introductions

2. Establish rapport
-Ice-breaker (weather, travel, family...)
-Mutual point of reference (friend, professional acquaintance, community meeting...)
-Thanks for past support for those who have given to the Community Foundation

3. The Chester County Community Foundation's story and talking points:

What does CCCF do?
-CCCF grows philanthropy
-CCCF connects people who care with causes that matter so their legacy makes a difference forever
-CCCF helps people give back/ pay it forward

How does CCCF do it?
- family donor advised fund
-corporate social investment
-youth philanthropy/ next generation
-strategic grant making

 CCCF Facts:
-1994 Founding
-300 funds
-$25 million in assets
-$1.5 million annual grants

Invitation to become more involved:
-Attend an event
-Volunteer to serve on a committee or task force
-Start a donor advised fund (minimum $10,000 / average $100,000)
-Donate to the annual fund, Lincoln building fund, and/or operating endowment fund

4. Listen and respond to any questions

5. Answer and overcome objections
-Correct any misunderstandings by clarifying points
-Offset shortcomings with benefits

6. Re-invite to become more involved

7. Confirm future activity

8. Close
-Set another appointment if necessary
-Thank the prospect

9. Follow-up
-If prospect does not wish to become more involved at this time, follow up with an additional contact, and send a personal note encouraging their participation.

Upcoming Fund Activities and Events

See home