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Solicitation Guidelines

Solicitation Guidelines. Board Discussion. What is a solicitor?. A member of Larkin Street’s Board or Management team who is responsible for cultivating a specific donor relationship. Why a Solicitor?. We want to foster development of donor relationships and coordinate development efforts.

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Solicitation Guidelines

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  1. Solicitation Guidelines Board Discussion

  2. What is a solicitor? A member of Larkin Street’s Board or Management team who is responsible for cultivating a specific donor relationship.

  3. Why a Solicitor? We want to foster development of donor relationships and coordinate development efforts. Everyone can talk about Larkin Street and cultivate at any time.

  4. Who gets a solicitor? • Existing significant donor relationships • Key sponsors for events • Targets for cultivation These can be corporations, individuals, and/or foundations. Solicitor assignments are based on: • Donor’s current giving level • Knowledge of potential capacity • Personal relationships with Board members, Honorary Board members, or staff.

  5. What does the solicitor do? • Coordinates company/person's involvement with Larkin Street. • Knows about and is apprised of activity—meetings, volunteer work, etc. Everyone can talk about Larkin Street and cultivate at any time... • It's the big steps (asks, proposals, etc.) where we need to check with each other. • The Originator is tracked, too, and solicitor apprises originator of activity and developments

  6. Solicitor Responsibilities • Know who the key players are (family for individual, staff for foundation, management for corporate) • Know what’s been done in the past. • Know what’s going on with the entity—what are they doing with Larkin Street, what do they want to do with Larkin Street, what is our best guess about their capacity for support? • Solicitor changes over time, as the relationship changes and as Board membership changes.

  7. Next Steps • The Development Committee “wish list”: to identify avenues for relationships. Please add your notes. These are-- • Individuals who have consistently given more the $1,000 and others of interest • Corporations we want to get to know • Foundations that should know us • Key corporate donors and their solicitors—on the intranet and shared here. • Remember to tell Kathie your choices for your 2-3 targets from your personal solicitation list..

  8. Representative Corporate Donors CompanySolicitor           Deloitte Edmunds           Comerica Powell           JPMorgan Chase Prchal/Estes Perry Smith Fatum           Robert Half Fatum           PwC Estes/Fatum           KPMG Powell           E&Y Powell BofA Lowry/Adams CalCPA Powell Spencer Stuart Fatum Union Bank Lowry/Adams City National Bank Willock First Republic Bank Harkins Gap Kathie For other corporate names and their solicitors, check with Kathie.

  9. Wish List CorporationsCorporations we want to get to know • Amgen • Applied Materials • AT&T • Autodesk • Barclays Capital • Charles Schwab & Co., Inc • Chevron • Cisco • Citi • Comcast • Comerica Charitable Foundation • eBay • Facebook • Franklin Templeton Investments • Google • Hewlett Packard Company • Intel Corporation • McKesson Corporation • MetLife • Microsoft Corporation • Netflix • Oracle Corporation • PG&E Corporation

  10. Wish List IndividualsConsistent donors of $1K with no solicitor • John C. Begin • William H. Crown • Susan L. Egan • Jim Flood • Blake Hallanan • Michael Hennessey • Bruce Homer-Smith • Lisa Kalar • David M. Kelly • Raymond Lin • Bill Losch • Paulette J. Meyer • Michael D. Miller • Barbara M. Olson • Rachel Scholl • Jeffrey Sosnaud • Diana Ehrlich Teich • Gary P. Van Dyk • James Weir

  11. Wish List IndividualsNames of interest • Larry Baer • Luis Belmonte • Marc Benioff • Susie Tompkins Buell • Jim and Penny Coulter • Rich Mariano • Carrie Pomerantz Schwab

  12. Wish List FoundationsFoundations who should know us • Alexander & Baldwin Foundation • Annuziata Sanguinetti Foundation • Cloudview Foundation • Fordham Street Foundation • Gordon and Betty Moore Foundation • Helen V. Brach Foundation • June & Jillian Foss Foundation • Lakeside Foundation • Robert S. & Helen P. Odell Foundation • Shifting Foundation • The Green Foundation • The Joseph & Vera Long Foundation • William G. Irwin Foundation

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