Advice from the Trenches
Be Mindful of These
Tips In Soliciting For Major Gifts
by Jeffrey Byrne, President
Jeffrey Byrne & Associates, Inc.
As a fundraiser for the past 16 years,
I have probably been on thousands of individual
fundraising calls with Executive Directors,
volunteers and board members. As I think
about the good and the bad solicitations
in which I have been involved, I thought
I would jot a few notes about what needs
to go on in preparation of soliciting a
potential donor. Here are a few of my thoughts.
• Solicitations are the
“art” in the “Art of
Fundraising.” Paint the
prospect a picture in their mind of what
you are requesting. Be concise or thorough,
depending on what they signal to you about
their desire for information about your
project or organization. Don’t assume.
• Practice how you will
conduct your solicitation. Visualize
where you will be in the room. Think about
how you will be positioned in relation
to the potential donor. Practice your
facial expression and body language. Think
about how you will ask for the gift. Tell
your story and pause. Don’t forget
to breathe before you launch into the
solicitation. Ask for the gift. Then listen
for a response.
• Call to set an appointment
for the solicitation. No “surprise
attacks.” Don’t “catch’em
on the fly.” Be respectful of the
potential donor’s time. Be prepared.
And be on time.
• Go in pairs, if possible.
In this case, two heads are truly
better than one. Your partner can listen
and watch for body language while you
are making your presentation. Your partner
can also be an important safeguard for
you if you become nervous and neglect
to mention important points, or forget
to ask for the gift entirely. After the
call, your partner can help you analyze
the outcome and develop a plan for follow
up.
• Be prepared to field questions
and handle a rejection. Anticipate
the prospective donor’s questions
and be able to answer them clearly and
concisely. Don’t ramble. And don’t
“cover up.” If you do not
know the answer to a question, say so
and promise to return to the donor with
an answer. Then do it, promptly. This
will build credibility and provide you
another opportunity to “touch”
your prospective donor.
And, remember, a rejection is not necessarily
a “no” forever. Perhaps, it
isn’t the right time. Perhaps you
need to gather additional information.
Perhaps the potential donor needs to consult
with other family members or professional
advisors. Turn a negative into a positive.
Explain why you gave and why you are spending
your time fundraising for the project
or organization.
• Listen.
Pause between points to give the prospective
donor time to absorb and formulate his or
her own thoughts and questions. Ask questions
that are open ended and that will invite
a response.
• Relate to your donor and
your surroundings. If you conduct
the solicitation at the potential donor’s
office or home, look around your surroundings
and ask questions about photos or personal
effects in the room. This allows the donor
to talk about them, may give you some insight
into their passions, and gives you time
to start to relax in your setting.
• Invite the potential donor
to enjoy the benefits of donating.
Share how their gift can make a difference.
• Relax and enjoy yourself.
Remember: It’s not about you. It’s
about the cause you are representing.
• Say thank you.
Regardless of the outcome of the solicitation,
always thank the potential donor for their
time and their possible investment.
Most important, be yourself and enjoy the
opportunity to present the story and the
opportunity to a potential donor to invest
in what you feel is important.
You can learn more about the Art of Solicitation,
and how to prepare for an effective solicitation
at one of our upcoming fall workshops: August
19 in Kansas City and continuing throughout
the fall across the country. Click
here to find a location near you or
call 1 800-222-9233.
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