ACCIDENT @fundraiserchad Who is this guy? And why does he think - - PowerPoint PPT Presentation

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ACCIDENT @fundraiserchad Who is this guy? And why does he think - - PowerPoint PPT Presentation

BIG DONATIONS DONT HAPPEN BY ACCIDENT @fundraiserchad Who is this guy? And why does he think he knows what hes talking about? @fundraiserchad career fundraiser providing fundraising strategy, training & coaching to small


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BIG DONATIONS DON’T HAPPEN BY ACCIDENT

@fundraiserchad

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Who is this guy? And why does he think he knows what he’s talking about?

@fundraiserchad

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career fundraiser

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providing fundraising strategy, training & coaching to small nonprofit

  • rganizations
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You say there's a lesson that you want to teach. Well here I am baby, practice what you preach

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Who are you? And how much experience do you have with fundraising conversations?

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AGENDA

1) Fundraising 101 (in 6 slides) 2) Identifying Potential Major Donors 3) The Asking Process 4) Prioritizing Fundraising Contacts 5) Q&A

@fundraiserchad

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Fund Fundrai raisin sing g 101 101

(in 6 slides)

@fundraiserchad

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Credit: Campbell & Company

the pyramid

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Credit: Giving USA, 2015

the chart

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Credit: GoalBusters Consulting (Alice Ferris, CFRE, ACFRE)

the cycle

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In person Peer to peer By mail By events By email Via crowdfunding On a web site By phone By advertising

the methods

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donor centrism

Does it make the donor feel important, valued & considered?

45% 29%

the mantra

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Begging=you have the power Demanding=I have the power Asking=we have a relationship

@amandapalmer #IFC2016

the mindset

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Id Identi entify fying ing Po Potent tential ial Ma Majo jor r Do Donor nors

@fundraiserchad

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The The A Ask sking ing Pr Proc

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ess

@fundraiserchad

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The focus should not be on the ASK, it should be on the CONNECTION.

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It’s not how do we ASK people to give, it’s how do we LET people give. It’s an INVITATION.

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What’s the best way to extend that invitation?

PEOPLE GIVE TO PEOPLE (NOT EMAILS)

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Not every visit has an ask (especially not first time visits). Not all asks are for money.

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getting the visit

@fundraiserchad

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Dear Mr. Donor - I hope all is well and that you’re enjoying these late spring days! My name is Chad Barger and I am the Development Director of the ABC Charity. I am writing to see if I could stop by sometime in the next month or so to provide a brief update on ABC Charity. I like to do this with as many of our supporters as possible each year. It’s an opportunity for me to share our progress, to answer your questions and to get some feedback which is always appreciated. I think 20 minutes would be sufficient – is there a good day on your calendar? What about the 20th at 2pm or the 22nd between 1 and 4pm? Thank you for taking the time to read this request and have a wonderful day. Sincerely, Chad

productivefund uctivefundraising.c raising.com/res

  • m/resource
  • urces
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Di Diff ffer erent ent App Approa

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ches s fo for Di Differ erent ent Re Rela lati tion

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ship ips

  • A donor you know
  • A donor you don’t know
  • A non-donor you don’t know
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guiding the conversation

@fundraiserchad

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the most powerful form

  • f communicating with

another human being is asking them a question

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the transition

@fundraiserchad

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Chad’s Favorite Donor Visit Questions

So, as you know I wanted to speak about ABC Charity today …

  • What do you know about us?
  • What first led you to become involved with our
  • rganization?
  • What excites you about our current

programming?

  • What could we be doing better?
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A FEW key talking points

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positioning the ask

@fundraiserchad

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no asks on first visits with people you don’t already know well

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The easiest way to make an ASK …

CON CONSID SIDER ER & JOIN JOIN ME ME

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“I hope you’ll CONSIDER JOINING ME in supporting this program with a donation of $5,000.”

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“I hope you’ll CONSIDER JOINING ME in advancing this program by serving

  • n the task force.”
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closing the meeting

@fundraiserchad

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GET PERMISSION

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More information Proposal / offer Follow up call / meeting

GET PERMISSION AT THE MEETING

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following up

@fundraiserchad

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But what do you need to do before you follow up with your planned next step?

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sentence 1 = what you saw / what happened sentence 2 = the impact of what you saw on you or your organization sentence 3 = what you appreciate about the person’s role in what you saw

The 3 Minute / 3 Sentence Thank You Note Formula

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Follow up guidelines: 4x 1 week after the ask 2 weeks after that 4 weeks after that 8 weeks after that Move on (after 15 weeks)

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Prioritizing Donor Visits

@fundraiserchad

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set a visit goal

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block time for visits (2 hours incl travel) block time for scheduling visits (30 min each)

productivefund uctivefundraising.c raising.com/res

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further learning

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productivefundraising.com/resources

how to get more Chad

que questi stions

  • ns

@fundraiserchad