SLIDE 1 Chorus America Conference
Earning the Right to Ask for a Gift June 28, 2019 Richard Quinn Quinn Consulting Associates
SLIDE 2 What’s the #1 reason individuals make gifts to non-profit organizations?
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The answer…
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Because… they were asked.
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However…
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…that’s not the whole story.
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“People give to people more than they give to great missions.”
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Let’s modify this…
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People give through people they trust to organizations they trust.
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But even then…
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We must… earn the right to ask for a gift.
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How precisely do we earn the right?
SLIDE 13 “Ask someone for advice, and you get money. Ask someone for money, and you get…”
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ADVICE!
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The right order is critical.
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Let’s disrupt, shall we?
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The solicitation cycle
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A newer approach
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SLIDE 24 Solicitation Cycle Commitment Curve Identify Awareness Cultivate Interest Solicit Engagement Steward Commitment
SLIDE 25 The Solicitation Cycle reflects what the organization wants. The Commitment Curve reflects what the donor wants.
SLIDE 26 The most effective form
- f engagement focuses
- n the donor.
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Step 1: Build your donor’s awareness
SLIDE 28 Send regular updates
Impact stories Press pieces Testimonials
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Step 2: Discover your donor’s unique interests
SLIDE 30 Ask them…
What interests you most about what we do?
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Step 3: Deepen your donor’s engagement
SLIDE 32 Ask them…
Why is that particular part of our mission so important to you?
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Step 4: Cultivate your donor’s commitment
SLIDE 34 Invite them…
…to see their particular interest in action …to see you meet the needs they care about
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Exercise Five Names
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The Advice Meeting
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Advice about what?
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Reputation
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Impact
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Leadership
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Donor Engagement
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Success of your events
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Vision for the future
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An advice meeting is…
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A “purposeful” conversation
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What’s the first step?
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Send letter or email.
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Pick up the phone.
SLIDE 49 If you see a donor
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What is the message?
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Simply this…
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Your engagement as a donor is a priority.
SLIDE 53 We are committed to doing great work in
SLIDE 54 As a donor, your
matter to us.
SLIDE 55 And I would like to share
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…and hear your thoughts about it.
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If your donor says…
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Are you asking me to make a donation?
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You say, No.
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At this point, all I would like is to get your feedback on our plans for the future.
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So what do you say? Have time for coffee?
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The Arc
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Phase 1: Settle
SLIDE 64 Any vacation plans? How are the kids? How about those Phillies?
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Phase 2: Confirm
SLIDE 66 You said you had about 30 minutes for our conversation today. Is that still the case?
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Phase 3: Explore
SLIDE 68 “Thanks for agreeing to meet. Tell me…what do you think should be our #1 priority right now?”
SLIDE 69 “I appreciate your taking the time to speak with me about our event. The floor is yours. I would love to hear your thoughts.”
SLIDE 70 “Thank you so much for attending
- ur most recent performance.
It was a bit of a departure for us. What did you think?
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Phase 4: Present
SLIDE 72 “Would you be willing to have an additional conversation with our Executive Director?” “Would you be interested in serving
“Would you be interested in hosting an event for us?”
SLIDE 73 Then… …be absolutely quiet. Shhh…
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Phase 5: Explore
SLIDE 75 Listen. Discuss the request in more detail. Answer questions. Overcome objections.
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Phase 6: Confirm
SLIDE 77 “How about I circle back with you in a week or two?”
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Let’s pause for a moment.
SLIDE 79 The Advice Meeting
Settle Confirm Explore Present Explore Confirm
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Overcoming Objections
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….when getting the meeting
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“Why did you come to me for this?”
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“I’m crazy busy. Just email me something.”
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…at the meeting
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“I really don’t have any extra time in my calendar for this.”
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“I have to think it over.”
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“Leave your materials with me.”
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“I need to think about it.”
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“I have to discuss this with my partner.”
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“No. I’m not interested.”
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May I ask you…
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Is it the project?
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Is it the timing?
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Is it the leadership?
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Is it the organization?
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Let’s reflect…
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Advice meetings are critical to donor engagement.
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You’ve respected their journey, not imposed yours.
SLIDE 99 When you have engaged the donor
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…they are far more likely to find joy in their philanthropy.
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You have created an opportunity for your donor to say…
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Wow! You do such amazing work…
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What can I do to help?
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Here’s a secret…
SLIDE 105 The Ask Meeting
Settle Confirm Explore Present Explore Confirm
SLIDE 106 Thank you!
Richard Quinn Principal Quinn Consulting Associates 610/334-1893 Richard@QuinnCA.com