How to Get Donor Visits & Knock Them Out of the Park - - PowerPoint PPT Presentation

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How to Get Donor Visits & Knock Them Out of the Park - - PowerPoint PPT Presentation

Aug 13, 2023 235 likes •856 views

How to Get Donor Visits & Knock Them Out of the Park @fundraiserchad Who is this guy? And why does he think he knows what hes talking about? career fundraiser providing fundraising strategy, training & coaching to small nonprofit

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How to Get Donor Visits & Knock Them Out of the Park

@fundraiserchad

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

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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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AGENDA

1) Prioritizing Donor Visits 2) What is an Ask? 3) Getting the Visit 4) Guiding the Conversation 5) The Transition 6) Positioning the Ask 7) Closing the Meeting 8) Following Up 9) Q&A

@fundraiserchad

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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)

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What is an Ask?

@fundraiserchad

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ASKING is not what you think it is …

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

@amandapalmer #IFC2016

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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? Also, please know that while it is my hope that you will continue supporting our cause, at this time I'd just like to meet you and provide this update – I will not be asking for any money! Thank you for taking the time to read this request and have a wonderful day. Sincerely, Chad

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Di Diff ffer erent ent App Approa

  • ache

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

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ship ips

  • A close friend
  • An acquaintance
  • Someone you don’t know

(insert the connection)

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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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further learning

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11/1 – 11am (eastern)

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Optimized Fundraising Appeals Craft a donor centric fundraising appeal letter that gets opened and boosts response

3 week intensive program (video modules – group Q&As – coaching call) October 8th thru 26th / $225 (USD) / LIMITED SPACE

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productivefundraising.com/resources

how to get more Chad

que questi stions

  • ns

@fundraiserchad

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productivefundraising.com/resources

how to get more Chad

que questi stions

  • ns

@fundraiserchad