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Dear
“Asking” Colleague,
Asking
for money face-to-face is the most effective way to bring in support
for your program. In this issue of On-the-Go eTA you will learn
how to prepare yourself and others to ask for a major gift. Read
below to learn about:
-
Attitude Adjustment
-
The Ideal Volunteer Solicitor
-
The 15 Most Common Errors Made when Asking for Money
Also included is a downloadable Visit Planning Grid to use with
your volunteers when it is time to make a face-to-face ask for money.
Do you have questions about face-to-face asking?
Any other needs?
Contact us through LEADline@CampaignConsultation.com.
Access previous issues of On-the-Go eTA by clicking on the title
at the right.
Solicitation
Attitude Adjustment
When
it comes to talking about money, many of us learned it was a taboo
subject. People get uncomfortable when it comes time to ask someone
face-to-face if they will give money to support a program’s
needs. Use the following concepts to help you model a confident
solicitation attitude for your volunteer leaders. Remember, that
asking face-to-face on behalf of

The
Ideal Volunteer Solicitor
Volunteers
are critical partners on the fundraising call since they are usually
peers to the prospect. Volunteer presence also lends additional
credibility since they have nothing to gain from the solicitation.
Paid staff making the call without volunteers can be perceived as
presenting a conflict of interest and may be less successful in
reaching the solicitation goal.
Fundraising volunteers should usually be accompanied by leadership
staff to provide any requested on-the-ground project information
and details about finances. Donors want to know who will be responsible
for their gift and its achieving the desired purpose.
Click here to discover the
qualities that make an ideal volunteer solicitor.

The
15 Most Common Errors Made in Soliciting a Major Gift Face-to-Face
Sometimes
people, when they are nervous, think that if they just keep talking,
something they say will be the right thing. It just isn’t
so. Here are 15 solicitation errors to avoid so you can make the
most successful solicitation possible.
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Talking too much and not listening
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Neglecting to engage the prospect – i.e., “Am I being
clear? Do you have any questions?”, etc.
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Ignoring relationship building prior to solicitation
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Taking a research shortcut and not knowing about the prospect
before the solicitation
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Not being flexible, devoid of alternative support ideas
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Staying too organization-focused rather than discussing client
benefit, community and prospect impact
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Forgetting to ask for the gift
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Continuing to speak rather than staying silent after the Ask
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Not requesting a large enough gift
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Asking for the gift too soon
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Accepting a significantly reduced gift from the requested amount
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Not having prearranged solicitation team signals
- Allowing
the conversation to move on without summarizing follow-up actions
needed
-
Sending untrained solicitors out on the call without adequate
practice and preparation
-
Not reaching agreement on something
Other?
Adapted from The Public Management Institute (Conrad, 1978)
Careful pre-planning before a visit will make you and your volunteers
more comfortable making a face-to face ask and will result in better
results. Click
here to download a Visit Planning Grid to use with your fundraising
volunteer before you actually make a visit.

Let
us know
Do
you have insights to share about asking for funds face-to-face?
Contact us at LEADline@CampaignConsultation.com
(LEADline
is a service of Campaign Consultation, Inc., a national provider
of training and technical assistance for the Corporation for National
and Community Service.) We would be happy to answer questions or
to give you more support.
Thank
you for your interest in On-The-Go eTA. We encourage you to
send
this and other issues of OTG eTA to friends and colleagues
who would benefit from the information. Also, if you’re on
information-overload, you may request email
removal. Otherwise OTG e-TA will be back
soon with another edition.

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IN
THIS ISSUE:
click
on titles below to read full articles
| Attitude
Adjustment |
| The
Ideal Volunteer Solicitor |
The
15 Most Common Errors Made when Asking for Money
|
|
Resources
|
Read
Back Issues of
OTG e-TA
| Upcoming
Training Upcoming
CNCS/Resource & Fund Development Initiative Offerings:
Resources Now! National Institute:
Fundraising training and coaching opportunities
offered over 3 days.
Next in San Francisco, CA, May 22-24!
NOTICE-Registration
Deadline-April 23!!
View
brochure
Register
Online
|
You
are invited to attend the CNCS Resources Now! National Institute
in San Francisco, California from May 22 to 24, 2007 to learn
skills and strategies for advancing national and community
service initiatives.
During the three day training, each participant selects 4
out of 16 comprehensive workshops and coaching sessions related
to: Individual Giving, Business Giving/Partnership, Uncovering
the Resources in Your Community and Asking Clinics. Every
participant walks away with practical materials from all workshops.
For more information, call Campaign Consultation, Inc. toll
free 1.877.243.2253 x37, email Laura
Cook
or Register
Online
Sponsored by the Corporation for National and Community Service
(CNCS), the Resources Now! National Institute is designed,
developed, and facilitated by Campaign Consultation, Inc.
- the training and technical assistance provider for CNCS
and its Resource & Fund Development

“He
who is afraid
of asking is ashamed
of learning.”
Danish
proverb

| Share
Square
Facts for your fundraising volunteers to know
The
first step for a successful solicitation team is to
each make their own personal gift. Volunteers who have
made a personal commitment will be more confident asking
their peers to at least match their giving level.

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Additional
Learning Products & Services
LEADline
Online Courses
GIZMOs
The
Chronicle of
Philantropy
Workshops
& Clinics
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