This document discusses strategies for conducting discovery calls with major donor prospects. It emphasizes that identification calls are difficult but important for maintaining a donor pipeline and identifying new major donors. The key aspects covered are overcoming apprehension about cold calls, conducting strategic research on prospects, making initial contact through letters and phone calls, asking questions to determine interests and capacity during an in-person meeting, and following up appropriately with thank you notes and potential next steps. The overall goal is to continue building the relationship over time which may eventually lead to securing larger gifts.
Apresentação sobre Grandes Doações, por Eva Aldrich, da CFRE, realizada durante o Festival ABCR 2017, em São Paulo, entre os dias 17 e 19 de maio de 2017.
https://bloomerang.co/resources/webinars/
Victoria Dietz will show you the proven steps to have meaningful conversations and build stronger relationships with your donors by keeping them engaged and properly setting expectations.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Raising More Money By Asking (and Answering) Better QuestionsBloomerang
https://bloomerang.co/resources/webinars/
The key to successful fundraising is asking smarter questions. Harvey McKinnon and Andy Robinson will discuss how to build stronger donor relationships and how you can use this strategy to improve every kind of fundraising.
5 Coronavirus Fundraising Myths and Why They’ll Kill Your FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Andrea Kihlstedt will offer a different view and give you some practical advice on how to use this topsy-turvy time to raise money.
Create and Run Your First Really Big Fundraising CampaignBloomerang
Sandy Rees, CFRE will show you exactly what to do to create and run your first really big fundraising campaign. You’ll learn how to plan the campaign, the tools and materials you’ll need, and how to find the best people to ask for a gift. You’ll leave feeling hopeful and more confident about raising big money.
How to Build and Sustain Your Major Gifts PipelineBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will review where to begin, which prospects to prioritize, how to develop and manage a major donor pipeline and cultivation plan, and how to get and stay organized so you reach your goals.
Apresentação sobre Grandes Doações, por Eva Aldrich, da CFRE, realizada durante o Festival ABCR 2017, em São Paulo, entre os dias 17 e 19 de maio de 2017.
https://bloomerang.co/resources/webinars/
Victoria Dietz will show you the proven steps to have meaningful conversations and build stronger relationships with your donors by keeping them engaged and properly setting expectations.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Raising More Money By Asking (and Answering) Better QuestionsBloomerang
https://bloomerang.co/resources/webinars/
The key to successful fundraising is asking smarter questions. Harvey McKinnon and Andy Robinson will discuss how to build stronger donor relationships and how you can use this strategy to improve every kind of fundraising.
5 Coronavirus Fundraising Myths and Why They’ll Kill Your FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Andrea Kihlstedt will offer a different view and give you some practical advice on how to use this topsy-turvy time to raise money.
Create and Run Your First Really Big Fundraising CampaignBloomerang
Sandy Rees, CFRE will show you exactly what to do to create and run your first really big fundraising campaign. You’ll learn how to plan the campaign, the tools and materials you’ll need, and how to find the best people to ask for a gift. You’ll leave feeling hopeful and more confident about raising big money.
How to Build and Sustain Your Major Gifts PipelineBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will review where to begin, which prospects to prioritize, how to develop and manage a major donor pipeline and cultivation plan, and how to get and stay organized so you reach your goals.
Maximizing the Lifetime Value of Your Donors for Fundraising Success (AFP FL ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
7 Steps to a Simple, Successful Fundraising PlanBloomerang
https://bloomerang.co/resources/webinars/
Sandy Rees, CFRE will show you seven simple steps to creating a written plan so you can raise all the money you need to fully fund your budget in the coming year.
https://getfullyfunded.com/plan/
https://bloomerang.co/webinars-events/
In 2019, $449.64 billion was donated to charities in the US. Last year, giving increased more than 10% -- IN A PANDEMIC! AND - 80% of these contributions are made by people. Yet many nonprofits lose 1/3 of their donors each year. Are you ready to get off the treadmill (donors on... donors off... donors on... donors off...)?
One of the keys to building a successful individual giving program is by building and deepening rapport with your donors. This goes well beyond sending timely thank you notes and a quarterly newsletter. In this webinar, you'll learn the techniques you can use to solicit larger gifts from your donors, while deepening their loyalty to your organization.
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
https://bloomerang.co/resources/webinars/
Are you trying to fundraise on a small budget? Get tools and tricks you can use to help make the most of your nonprofit dollars!
Mazarine Treyz, author of The Wild Woman’s Guide to Fundraising, will talk all about fundraising on a shoestring, from:
How to get your printing costs down
Getting volunteer help
Low-cost/no-cost virtual help
Finding grants (for free!) and more!
And we’ll talk about a new fundraising resource!
Marketing and Fundraising: Together at Last!Bloomerang
https://bloomerang.co/resources/webinars/
Assuring fundraising and marketing are strategically aligned, not siloed, has become an essential role of nonprofit leadership in the 21st century. Claire Axelrad, J.D., CFRE will look at hard questions to be asked and answered to be sustainable in a post-digital economy.
Monthly giving is an incredibly powerful way for you to kick-start your fundraising program’s earning potential. Cultivating relationships with donors who are already connected to your cause by asking them to make smaller, ongoing gifts means more money for your organization today, and a strong list of prospects for upgraded and larger gifts in the future.
The Art and Science of Retaining Digital Donors (AFP DC 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
12 Questions You Can Ask Donors AFTER They Say Yes - Sample QuestionsBloomerang
https://bloomerang.co/resources/webinars/
Andy Robinson will show you the “after questions” that you can use to strengthen donor relationships, serve your donors better, and set the stage to raise even more money in the future.
3 Steps to Closing $10K+ Gifts by December 31Bloomerang
https://bloomerang.co/resources/webinars/
Julie Ordoñez will outline a proven strategy, messaging and action steps you can implement right away to close major gifts faster, ethically.
Recruiting Passionate Ambassadors for Your MissionBloomerang
https://bloomerang.co/resources/webinars
Terry Axelrod will show you how to identify, recruit, and support a self-sustaining pipeline of passionate ambassadors who will deeply engage individuals from the broader community in your organization’s mission.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
I gave this presentation on 4/15/14 to a group of law students interested in learning more about networking and personal branding basics. Folks are free to use or disregard this presentation as they like. Feedback, criticism, or disagreement is appreciated.
Building a High-Performing Major Gifts Program: Overcome the 5 Hurdles That A...Bloomerang
https://bloomerang.co/resources/webinars/
Gail Perry, MBA, CFRE will help you get your board and team on board to generate game-changing major gifts for your organization.
Maximizing the Lifetime Value of Your Donors for Fundraising Success (AFP FL ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
7 Steps to a Simple, Successful Fundraising PlanBloomerang
https://bloomerang.co/resources/webinars/
Sandy Rees, CFRE will show you seven simple steps to creating a written plan so you can raise all the money you need to fully fund your budget in the coming year.
https://getfullyfunded.com/plan/
https://bloomerang.co/webinars-events/
In 2019, $449.64 billion was donated to charities in the US. Last year, giving increased more than 10% -- IN A PANDEMIC! AND - 80% of these contributions are made by people. Yet many nonprofits lose 1/3 of their donors each year. Are you ready to get off the treadmill (donors on... donors off... donors on... donors off...)?
One of the keys to building a successful individual giving program is by building and deepening rapport with your donors. This goes well beyond sending timely thank you notes and a quarterly newsletter. In this webinar, you'll learn the techniques you can use to solicit larger gifts from your donors, while deepening their loyalty to your organization.
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
https://bloomerang.co/resources/webinars/
Are you trying to fundraise on a small budget? Get tools and tricks you can use to help make the most of your nonprofit dollars!
Mazarine Treyz, author of The Wild Woman’s Guide to Fundraising, will talk all about fundraising on a shoestring, from:
How to get your printing costs down
Getting volunteer help
Low-cost/no-cost virtual help
Finding grants (for free!) and more!
And we’ll talk about a new fundraising resource!
Marketing and Fundraising: Together at Last!Bloomerang
https://bloomerang.co/resources/webinars/
Assuring fundraising and marketing are strategically aligned, not siloed, has become an essential role of nonprofit leadership in the 21st century. Claire Axelrad, J.D., CFRE will look at hard questions to be asked and answered to be sustainable in a post-digital economy.
Monthly giving is an incredibly powerful way for you to kick-start your fundraising program’s earning potential. Cultivating relationships with donors who are already connected to your cause by asking them to make smaller, ongoing gifts means more money for your organization today, and a strong list of prospects for upgraded and larger gifts in the future.
The Art and Science of Retaining Digital Donors (AFP DC 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
12 Questions You Can Ask Donors AFTER They Say Yes - Sample QuestionsBloomerang
https://bloomerang.co/resources/webinars/
Andy Robinson will show you the “after questions” that you can use to strengthen donor relationships, serve your donors better, and set the stage to raise even more money in the future.
3 Steps to Closing $10K+ Gifts by December 31Bloomerang
https://bloomerang.co/resources/webinars/
Julie Ordoñez will outline a proven strategy, messaging and action steps you can implement right away to close major gifts faster, ethically.
Recruiting Passionate Ambassadors for Your MissionBloomerang
https://bloomerang.co/resources/webinars
Terry Axelrod will show you how to identify, recruit, and support a self-sustaining pipeline of passionate ambassadors who will deeply engage individuals from the broader community in your organization’s mission.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
I gave this presentation on 4/15/14 to a group of law students interested in learning more about networking and personal branding basics. Folks are free to use or disregard this presentation as they like. Feedback, criticism, or disagreement is appreciated.
Building a High-Performing Major Gifts Program: Overcome the 5 Hurdles That A...Bloomerang
https://bloomerang.co/resources/webinars/
Gail Perry, MBA, CFRE will help you get your board and team on board to generate game-changing major gifts for your organization.
This presentation will provide an overview of the basics of corporate giving and sponsorships, as well as insider tips on building a strong corporate giving/sponsorship program. The presenters will also discuss how corporate donors’ expectations have changed in a post-recession world, and what these changes/trends mean for corporate fundraising strategies.
These are the slides from the Council of Heritage Organizations of Ottawa (CHOO) prepared by Jenny MItchell of Chavender, a fundraising consulting business in Ottawa.
Raise the Money of Your Dreams With Donor-Centered Major Gift FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Join author, speaker and consultant Gail Perry, CFRE, MBA to learn her secrets for bringing major donors – and mega gifts – into your organization.
This presentation will provide an overview of the basics of corporate giving and sponsorships, as well as insider tips on building a strong corporate giving/sponsorship program. The presenters will also discuss how corporate donors’ expectations have changed in a post-recession world, and what these changes/trends mean for corporate fundraising strategies.
Learning Objectives:
• How to research foundations/corporations to find the perfect match
• The initial meeting—who do you bring, what do you say, how do you follow-up
• Maintaining relationships—it’s more than the next ask
'Making all the right moves?' - Shaun Horan and Elisabeth Anderson Olivia Dunn
Shaun Horan (CEO, Halpin Partnership) and Elisabeth Anderson (Development Director, Bryanston School) discuss major gifts and offer great advice on moves management in their recent session at the IDPE Annual Conference. #IDPE18
Moves management is based on the premise that
being able to effectively track and measure activity
from prospects to donors will yield results for your
organization for years to come.
- Finding opportunities for cultivation
- Forecasting gift income
- Becoming focused and goal oriented
- Developing a strategy for each donor opportunity
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
For IFAs & Financial Advisers: How to Plan, Promote and Present Successful S...Philip Calvert
For IFAs, Financial Planners, Wealth Managers and Professional Financial Advisers: How to Plan, Promote and Present Successful Client Seminars.
Slide deck from April 2013 workshop. For information on when Philip Calvert is hosting the next 'seminar on seminars' for financial advisers, please contact: events@ifalife.com
View the Webinar Here! https://compliatric.com/grants-101-webinar/
Compliatric is excited to host a special webinar, “Grants 101″!
Please join us for this complimentary event in which you will gain the following:
– Learn about how to find grants; federal, state and private foundation
– Learn the basics of how to begin ensuring your organization is ready for a grant
– Gather knowledge on how to initiate pursuing grants for your organization
Similar to Festival 2017 - Grandes Doações - John Greenhoe (20)
fabcr_apresentação_Filmes de captação de recursos: entre a razão e a emoção.ABCR
Marcelo Douek e Cynthia Betti - Qual o limite da exposição dos beneficiários quando pensamos em filmes para captação de recursos? Até onde podemos carregar na dramaticidade? Além dos formatos mais consagrados, que outras linguagens podemos explorar para captar recursos? Essas são perguntas que sempre estão no radar de quem trabalha com comunicação de causas.
Juntamente com a Plan International, tivemos a oportunidade de produzir 2 filmes no estilo DRTV (com pontos de vistas, abordagens e níveis de drama diferentes) e nessa sessão, vamos dividir todos os nossos aprendizados qualitativos e quantitativos. O que funcionou melhor? Qual teve mais retorno? Vamos contar tudo!
fabcr22_apresentação_Clube de Benefícios: inovando na captação de recursosABCR
Ulla Ribeiro Araújo e Sineide Gomes Florencio - Inovar na captação de recursos foi o que o GACC SERGIPE buscou quando implantou em 2017 o primeiro cartão de beneficios para doadores em SERGIPE, CARTÃO FIDELIGACC. Com mais de 40 empresas associadas e mais de 2 mil doadores fidelizados, o PROJETO sentiu as consequências da pandemia da COVID-19 com a baixa nas adesões e empresas fechando as portas. Em 2021 tivemos a idéia de inovar o conceito do cartão com o desejo da populaçao que foi a priorização da saude, surgindo o CLUBE DE BENEFICIOS EM SAUDE FIDELIGAMED, contando com uma rede de mais de 30 parceiros locais na area da saude e mais de 200 em diversos segmentos a nivel nacional. Com planejamento, experiência, rede de parcerias e o uso de tecnologias estamos aumentando a captação de recursos e fidelizando a rede de parceiros e doadores.
fabcr22_apresentação_Conhecendo o seu doador: uso de dados e nudges ABCR
Marcos Paulo Lucca Silveira e Flávio Pinheiro - O uso de estratégias de ‘nudge’ para guiar campanhas de captação não é algo novo. No entanto, na prática, pouco se discute os seus efeitos e as formas de avaliá-lo. Nessa apresentação, abordaremos pontos fundamentais para aqueles que pretendem recorrer a essa estratégia em campanhas de captação de recursos. O mais relevante: o uso de ‘nudges’ dá resultado? Essa pergunta será respondida com base nos estudos científicos internacionais recentes sobre o assunto. Em nossa palestra, destacaremos três pontos: 1) a importância de testar de forma rigorosa as aplicação de ‘nudges’ antes da sua adoção; 2) a necessidade de uma estrutura mínima de monitoramento das doações dentro da organização; 3) os dilemas éticos que surgem a partir de intervenções (‘nudges’) que buscam moldar o comportamento dos doadores.
fabcr22_apresentação_A Captação Institucional no Divã ABCR
Rachel Carneiro e Thaís Bernadini - O que é a captação institucional e como ela deve acontecer dentro das instituições? Essa é uma pergunta que parece simples, mas que costuma ser respondida dentro de visões muito distintas sobre essa atividade. Nessa palestra colocaremos a captação institucional no Divã e compartilharemos alguns pontos da análise coletiva que vem sendo realizada ao longo das reuniões do GT de Captação Institucional da ABCR, a partir do compartilhamento dos sucessos e desafios enfrentados no dia a dia pelos membros do grupo em suas organizações.
fabcr22_apresentação_Conhecendo o Observatório do Terceiro Setor e Prêmio Mel...ABCR
Fernando Nogueira e Diego Garcia Scala - Nessa sessão vamos conhecer duas iniciativas importantes que fortalecem a sociedade civil brasileira, o Observatório do Terceiro Setor e o Prêmio Melhores ONGs. Converse com seus líderes e conheça o que as duas ações têm feito por um país melhor.
fabcr22_apresentação_Plano de Ação de Sucesso para Captação com Leis de Incen...ABCR
Suellen Moreira - Um plano de ação efetivo para captar recursos incentivados com empresas! Nessa palestra vamos entender a importância de um plano de ação, quais as ferramentas disponíveis para identificar os potenciais investidores para nossos projetos, como os encontrar, e como os abordar. Enfim, vamos mostrar como potencializar a sua captação de recursos por meio das leis de incentivo, sejam os Fundos de Direitos, Lei Rouanet, Lei do Esporte ou as Leis da Saúde. Com muita ou pouca experiência na área, você terá acesso a dicas preciosas!
fabcr22_apesentação_Design e Execução de Campanhas de Marketing: uma campanha...ABCR
Amarildo Clemente e Thiago Leon Marti - Traçando uma rota que inclui os 5 principais pilares do marketing digital ( posicionamento, conteúdo, trafego, relacionamento e monitoramento) e as principais ferramentas (Instagram, Google Grants, Inbound e SEO) mostraremos um guia do que sua organização precisa para impulsionar a captação digital.
fabcr22_apresentação_Estratégias de investimento em Impacto Social da AmbevABCR
Carlos Pignatari - As estratégias de impacto positivo da Ambev e, como, através do nosso programa de transformação social, o VOA, acreditamos em um caminho de compartilhamento de conhecimento para o fortalecimento da captação de recurso que perpassa necessariamente pelo foco e excelência em gestão.
fabcr22_apresentação_Desafios da Captação RegionalABCR
Beatriz Gurgel, Rafael Vargas, Ulla Ribeiro Araújo e Rachel Carneiro - Muito se fala sobre a captação de recursos, mas o cenário quase sempre é das capitais do eixo sul e sudeste. Quando descentralizamos geograficamente os movimentos de captação, eles quase sempre apresentam desafios diferenciados, influenciados pelos contextos de cada regionalidade. A mesa Desafios da Captação Regional trará para o centro das discussões a realidade regional de captadores que estão nas regiões Norte e Nordeste do Brasil.
fabcr22_apresentação_Talentos em Captação - Como está o mercado e a seleção d...ABCR
Rodrigo Alvarez - O mercado profissional de captação de recursos está aquecido. Cada vez mais, organizações sem fins lucrativos percebem a importância de estruturar uma equipe profissional. Quais são as tendências e movimentos deste mercado? O que as organizações esperam os profissionais contratados? O que aprendemos com as histórias de sucesso e de fracasso nas contratações? Estes e outros temas serão apresentados e debatidos nesta palestra com muitos exemplos dos processos que os dois palestrantes lideraram nos últimos anos.
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
A process server is a authorized person for delivering legal documents, such as summons, complaints, subpoenas, and other court papers, to peoples involved in legal proceedings.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
3. A Missing Resource
• The Ask Important, But
• The ID Call Must Also be
Emphasized
• Must Be Done Face to Face
4. AFP Quick Poll
What causes most apprehension?
Twenty-six percent—Involving Board in Fundraising
Twenty-five percent—Calling on a Prospective Donor
Eighteen percent—Making the Ask
Twelve percent—Writing a Grant Application
Eight percent—Other
Six percent—Writing Fundraising Copy
Five percent—Using New Technology
March-April 2011 Quick Poll
5. “Identification calls are often a most
difficult – and frequently scary – process
for so many fundraisers.”
--Gail Perry
“Cold calling can be the most challenging
part to raising money.”
--Laura Fredricks
What the Experts Say…
6. To Maintain Donor Pipeline
To Increase Donor Retention
To Create Pool of Major Donor
Prospects
Why Discovery Calls?
7. Prospect’s Ability to Give
You may already have evidence of this
Interest in Your Organization
Inclination to “One Day” Consider a Major Gift
Purpose of the Discovery Call
8. My story
Two years of ID calls
Final month of capital campaign
Secured eight major gifts
($10,000 USD or more)
They Really Work!
9. Today’s Session
• Overcoming the Obstacles
• Making Contact Strategically
• Conducting the Discovery Call
• Continuing the Relationship
10. Wealth Screening – A Piece of the Puzzle
Volunteers Can Help, But …
Professional Staff = “Heavy Lifting”
Reality Check
14. Who Do You See First?
Prospect A
Annual Gifts Last Three Years, Rated at $50K USD
Prospect B
One Small Gift 10 Years Ago, No Other Giving, Rated at
$500K
Where to Start
15. Insider Help
• Involving Your Volunteers as
Door Openers
• The Secret Weapon – Your
Major Gift Donors
25. The Voice Mail
• Be Prepared
• Be Clear
• Be Concise
• Be Compelling
• Be Welcoming
• Be Reachable
• Be Persistent
26. Your Message
• Hi, this is John Greenhoe. I'm a development officer in the
College of Education at Western Michigan University. My phone
number is 269-555-6526. Mr./Mrs./Dr. __________, I've been
asked to contact some of our most outstanding alumni to
update them on our latest education initiatives and also to ask
for their advice. I'd greatly appreciate it if you would return my
call at your earliest convenience. Again, my number is 269-555-
6526.”
27. Why Won’t They Call Me Back?
• Consider Major Life Events
• Overseas Trip
• Recently Promoted
• Death in Family
• Just had a Baby
• Sick/In Hospital
• Just Got Married
29. Speaking With Your Prospect
• Intrigue the Prospect
• Promise Value
• Emphasize Convenience
• Secure the Meeting or
• Offer a Compromise
30. Getting Ready for the Meeting
• It’s About You! (Not Your Organization)
• Prep Work
• Show Respect for Prospect’s Time
(Ground Rules)
• Remember Their Interests
• Be Ready to Drop Names
• Location, Location, Location
31. Collateral Materials
• Less is More
• Save a Tree!
• One Page with Highlights
• Statistics, Contact Info, Bullet
Bragging Points
32. Conducting the Visit
• Your Objectives
• (Do Not) Curb Your
Enthusiasm
• Casual but Purposeful
33. Ask Questions (Written If Necessary)
Determine Interest and Inclination
LISTEN
Determine Opportunity for Follow Up
Conducting the Visit
34. Sample Questions
1. What are your impressions of our organization?
What are its strengths and weaknesses?
35. Sample Questions
2. How does our nonprofit/NGO compare with other institutions
offering similar programs?
36. Sample Questions
3. (If prospect is a financial contributor) Thank you! Why do you
support our organization? Are there particular services we
provide/things about our mission that motivate you to give?
37. Sample Questions
4. What do you feel are the top priorities for which our organization
should seek financial support?
39. Closing The Visit
"Mrs. Smith, thank you so much for taking the time to answer my
questions so thoughtfully. I was particularly intrigued to hear
about your interest in (name of program) and wondered if you
would like to learn more about it. I'm planning to be back in town
next month and would like to bring you some additional
information. Do you think we could find a convenient time to get
together?"
40. Following Up
• Do Your Call/Trip Report Immediately
• First To Do Task – Thank You Note
41. The Next Visit
• What Does the Prospect Want to Know?
• Who Can Best Tell The Story? (i.e., direct recipient)
• The Steady Pace
• Remember the Prospect Team
Why did I write this book? Well, there are tons of great books on asking. Laura Fredricks, Jerry Panas, Marc Pittman, among others. If you want a resource on asking someone for money it isn’t hard to find.
Tons of great books are the ask. I compliment these but to me a possibly even great challenge is simply getting in to see the donor for the first time.
Leading fundraising experts acknowledge that the discovery call is not easy for many, but it is essential.
When you do ID calls on a regular basis, you are setting the stage for major gifts. In the case of many major gift officer portfolios, as many as half of the prospects are actually suspects who have never been qualified.
According to the AFP Fundraising Effectiveness Project, only 27 percent of new donors in 2012 renewed their gift. The biggest reason for this is lack on interest shown by the nonprofit. In the case of major gift prospects, any donor making a first time gift of say, $500 or $1,000, ought to be visited with in person, You want to say thank you and make sure the gift is not a “one and done”,
So when you qualify your prospects, you create a relatively small group of people who can be taken to the next level. Once you have this group identified, you can really focus your efforts.
Prepared – Know what you are going to say – talking points – but don’t read it
Be clear – remember the 80/8 rule
Be concise – try to keep your message to around 30 seconds, including phone number
Be compellng – Why would prospect want to call you back?
Welcoming – smile, stand up
Be persistent
Try to aim for around a 30 second message
One way to be purposeful is to ask a set of questions that are standard for your visits. There is a list of questions I used in the book.
If you will recall the letter provided
in Chapter Four (my dean in the
College of Education introducing
me), it is easy to format a visit that
logically follows this lead. You
might remember that the dean’s
letter mentions my desire to
“determine perceptions and solicit
input.” I believe it is important
to approach this task in a very
systematic way. In fact, when I was
first getting started, I actually took
a list of questions into my meetings
and wrote down the responses.
When using this method, I took
time to assure my prospects that
their answers were absolutely
confidential and would be
shared internally only (i.e., with
my dean) to determine how we
could improve our programs
and services. Of the more than
one hundred discovery calls I
conducted using the written list of
questions, I can recall only three
occasions when the interviewee appeared to be uneasy with my recording
the answers. In those cases, I “winged” it, putting the questions away
and conducting the interview informally. Eventually, as I became more
polished, I didn’t need the written list and conducted all of my discovery
calls this way.
At the conclusion of a question-and-answer session, after thanking the
prospect for participating, it is a good time to pause and discuss potential
next steps. The discussion might sound something like this: (next page)
This allows the prospect to provide advice and insight. Acknowledge and thank the prospect for both positive and negative feedback.
For this question, think in terms of your standing amongst nonprofits that deliver similar or identical services.
This helps define donor's priorities for possible future gift opportunities.
Some prospects will not have a ready answer for this because they haven't given the matter a great deal of thought. Others, however, will have specific ideas, and some will even share their thoughts about philanthropy in general. The latter tend to be individuals who are comfortable with giving and, other factors being equal, are often the best prospects.
This question equates to "asking without really asking." Often, prospects will respond that they might. In the event a prospect hesitates in responding, I indicate that for the purposes of this meeting, I am merely trying to learn about the potential interests of our constituents. In no way should the question be considered a formal request or proposal, as that would be inappropriate for a first meeting.