Case studies

#1) Mrs. Smith (not real name) is an 87 year old woman who was once married for many years to the founder of a major medical device company. After her divorce, she opened a bank. Her oldest son is now President and CEO of the bank. Mrs. Smith graduated from the U of M. when the women’s basketball team went to the Final Four, she became very intrigued with their success. She wanted to help and support the team. She made a major gift of $500,000. As we begin to work on a new basketball practice facility, please respond to the following questions:

Is she a good prospect for this campaign? If so, why?

What amount would be a consider asking for if you did proceed?

What would be a couple of ways you would cultivate Mrs. Smith?

What would be your initial approach?

What types of questions would you use?

Who would you involve in cultivation, ask?

What would your overall strategy be for Mrs. Smith?

What stewardship ideas would you propose?

Is there anything else you would suggest, consider?

Any concerns you have with this prospect?

#2) Max is a former baseball player for the Gophers and is around 40 years old. Max now works for his father’s company, XYZ Enterprises which owns many different food brands (involving people and pet foods). The company has recently expanded to include a new plant in Phoenix, AZ. He still makes frequent trips back to Minnesota to headquarters. They have purchased season tickets for FB as well as Men’s BB. They also host a golf tournament in their hometown to raise money for Gopher Athletics-roughly $10,000-$15,000 each year.

Is Max a good prospect? If so, why?

What about his father-is he a good prospect?

If one or both are prospects, for what are they prospects?

What amount would you approach Max or his Dad for? How?

What types of cultivation strategies would you employ?

What is your overall strategy?

What types of questions would you ask?

Whom would you involve in the cultivation, the ask?

What stewardship ideas would you propose, consider?

Anything else you would consider?

What concerns if any do you have?

고마우면….500원