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THE SIMPL… ASK




ESSENTIALS OF MAJOR GIFT
     FUNDRAISING
SIMPL…. A Model for
Successful Asking
What holds us back is often…

 • “What will they think of me…?
 • “What if I say something inappropriate…?
 • “What if I can’t answer their questions…?
 • “What if they say no…?”
SIMPL… can help you overcome these fears


• puts you in control

• gives confidence

• provides a map for the meeting
S & I are for Showing Interest
Rapport

• the easiest way to rapidly establish rapport with
  anyone is simply to SHOW INTEREST in them
Ways of building rapport
Ask open questions and show genuine interest:
•   “Who was the greatest influence on you growing up?

•   “What aspects of the care system today concern you most?”

•   “Where did your family used to spend most time when you lived
    here?”

•   “When did you last visit the museum?”

•   “Why did you start donating to charity?”
Ways of building rapport

Use clean questions, such as
• “And [their words]…?”

• “Is that [their words]…?”

•   “So   you think [their words]…?”

• “What is it about [their words]…?”
What happens when the person
 responds?
• listen, make attention signs (nod in agreement, say
  “yes”)

• retain eye contact while noting down key concerns:
             their needs, problems, questions, issues

• remember these key concerns for matching in the
  next stage of the model
• briefly prompt to get more information (but now is
  not the best time to reply to each concern in detail)
M for MATCHING
How do you start to match?

•   consciously stop the open and clean questioning and move into
    matching their key concerns in a natural and unforced manner

•   bundle the person’s key concerns together
     “You mentioned you have concerns about the lack of creativity and self
    confidence in young people…and that their literacy standards are poor”


•   match several key needs with specific benefits in the case
    “Did you know that our students spend a minimum of six hours a week doing
    music, drama or art? Our new creative arts centre will enable even greater
    choice”
Emphasize the benefits not the features

Show the person how their bequest will add value

•   how early clinical intervention will be enabled using the improved
    medical facilities.

•   the effect the new designs will have on the quality of the
    teaching environment.

•   that world-class researchers will be attracted to work at the
    institution as a result of the new amenities.
P is for PACING
Ways of pacing
Use assumptive statements and closed questions to
  find out if the other person will confirm agreement
  with the case for support:

   • “So you would agree with us that …….?”

   • “Just to clarify, do you feel happy with ….?”

   • “Do you think we are going about this the right way?”
Pacing is putting you in control

• you will be getting signals that the other person is ready to
  be asked
• you are in rapport

• you have matched their interest

•    there is no obstacle to asking them for a gift
L is for LEADING to the
           Ask
Rehearse the ask
  Practice the ways you will ask, so you feel comfortable:

     • “Would you consider naming ……….. for $XXXXX?”

     • “Council is offering naming rights to rooms for $XXXX”

     • “We are looking for $XXXXX to ensure this suite is provided
       and fully equipped”

     • “Other parents interested in the project have come on board
       for $XXXX ”

     •   “I’ve given $XXXX for a…... Would you join me?”
And what happens after you ask?

Wait, stay silent - who speaks first loses!

• the other person is thinking about the ask

• look them in the eye, expectantly but patiently

• do not interrupt the silence through your own nervousness
Remember the L.A.W.
• L is for lead

• A is for ask

• W is for wait
If the person says “Yes” but you can’t
pin them down to details

• all you want at this stage is to get agreement to a
  bequest in principle

• you are now ready for negotiating the gift details
If you get a “No””?

• uncover the reason

• thank them for sharing that information (and do
  not argue with their decision!)

• move on to the end part of the meeting

• see them as a future “Yes”
If you get a “maybe”?
• don’t worry.

• gifts are often not agreed in one meeting
  but through a series of meetings
Ending the meeting
• lead to the end of the meeting by using one of
  several key phrases:

   • “When will you be in a position to decide?”
   • “What further information do you need?”
   • “Would you like to bring [a family member] to one of our
     open days to learn what we are doing?”
Summary of the Gift
   Asking Model
How do you ask successfully?
 •   you SHOW INTEREST in the person by asking
     interested, clean and open questions

 •   you MATCH the person’s key points to the benefits
     your case for support offers

 •   you PACE and confirm that the person’s key points
     are matched by these benefits

 •   you LEAD to the rehearsed ASK and WAIT for the
     reply
Remember
  • asking is the start of getting…

  • if you don’t ask, you don’t get!
Making the most of the Gift
      Asking Model
SIMPL – 4 part model

     1. SI = showing interest

           2. M          = match

                  3. P          = pace

                         4. L        = lead to the Close
Look on the model as your route map

 remind yourselves of SIMPL before each meeting

• if you lose your way at any time during the meeting,
  return to the SIMPL route map

• decide, agree and rehearse your Ask line

• remember the LAW!
Use it, schmooze it, then lose it!


•   use it: try out SIMPL… every time you meet with a
    prospect

•   schmooze it - adapt it creatively to your own personal and
    verbal style

•   lose it - know when to internalize it, adapt it or discard it
It’s that SIMPL….

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Asking for major gifts is Simpl

  • 1. THE SIMPL… ASK ESSENTIALS OF MAJOR GIFT FUNDRAISING
  • 2. SIMPL…. A Model for Successful Asking
  • 3. What holds us back is often… • “What will they think of me…? • “What if I say something inappropriate…? • “What if I can’t answer their questions…? • “What if they say no…?”
  • 4. SIMPL… can help you overcome these fears • puts you in control • gives confidence • provides a map for the meeting
  • 5. S & I are for Showing Interest
  • 6. Rapport • the easiest way to rapidly establish rapport with anyone is simply to SHOW INTEREST in them
  • 7. Ways of building rapport Ask open questions and show genuine interest: • “Who was the greatest influence on you growing up? • “What aspects of the care system today concern you most?” • “Where did your family used to spend most time when you lived here?” • “When did you last visit the museum?” • “Why did you start donating to charity?”
  • 8. Ways of building rapport Use clean questions, such as • “And [their words]…?” • “Is that [their words]…?” • “So you think [their words]…?” • “What is it about [their words]…?”
  • 9. What happens when the person responds? • listen, make attention signs (nod in agreement, say “yes”) • retain eye contact while noting down key concerns: their needs, problems, questions, issues • remember these key concerns for matching in the next stage of the model • briefly prompt to get more information (but now is not the best time to reply to each concern in detail)
  • 11. How do you start to match? • consciously stop the open and clean questioning and move into matching their key concerns in a natural and unforced manner • bundle the person’s key concerns together “You mentioned you have concerns about the lack of creativity and self confidence in young people…and that their literacy standards are poor” • match several key needs with specific benefits in the case “Did you know that our students spend a minimum of six hours a week doing music, drama or art? Our new creative arts centre will enable even greater choice”
  • 12. Emphasize the benefits not the features Show the person how their bequest will add value • how early clinical intervention will be enabled using the improved medical facilities. • the effect the new designs will have on the quality of the teaching environment. • that world-class researchers will be attracted to work at the institution as a result of the new amenities.
  • 13. P is for PACING
  • 14. Ways of pacing Use assumptive statements and closed questions to find out if the other person will confirm agreement with the case for support: • “So you would agree with us that …….?” • “Just to clarify, do you feel happy with ….?” • “Do you think we are going about this the right way?”
  • 15. Pacing is putting you in control • you will be getting signals that the other person is ready to be asked • you are in rapport • you have matched their interest • there is no obstacle to asking them for a gift
  • 16. L is for LEADING to the Ask
  • 17. Rehearse the ask Practice the ways you will ask, so you feel comfortable: • “Would you consider naming ……….. for $XXXXX?” • “Council is offering naming rights to rooms for $XXXX” • “We are looking for $XXXXX to ensure this suite is provided and fully equipped” • “Other parents interested in the project have come on board for $XXXX ” • “I’ve given $XXXX for a…... Would you join me?”
  • 18. And what happens after you ask? Wait, stay silent - who speaks first loses! • the other person is thinking about the ask • look them in the eye, expectantly but patiently • do not interrupt the silence through your own nervousness
  • 19. Remember the L.A.W. • L is for lead • A is for ask • W is for wait
  • 20. If the person says “Yes” but you can’t pin them down to details • all you want at this stage is to get agreement to a bequest in principle • you are now ready for negotiating the gift details
  • 21. If you get a “No””? • uncover the reason • thank them for sharing that information (and do not argue with their decision!) • move on to the end part of the meeting • see them as a future “Yes”
  • 22. If you get a “maybe”? • don’t worry. • gifts are often not agreed in one meeting but through a series of meetings
  • 23. Ending the meeting • lead to the end of the meeting by using one of several key phrases: • “When will you be in a position to decide?” • “What further information do you need?” • “Would you like to bring [a family member] to one of our open days to learn what we are doing?”
  • 24. Summary of the Gift Asking Model
  • 25. How do you ask successfully? • you SHOW INTEREST in the person by asking interested, clean and open questions • you MATCH the person’s key points to the benefits your case for support offers • you PACE and confirm that the person’s key points are matched by these benefits • you LEAD to the rehearsed ASK and WAIT for the reply
  • 26. Remember • asking is the start of getting… • if you don’t ask, you don’t get!
  • 27. Making the most of the Gift Asking Model
  • 28. SIMPL – 4 part model 1. SI = showing interest 2. M = match 3. P = pace 4. L = lead to the Close
  • 29. Look on the model as your route map  remind yourselves of SIMPL before each meeting • if you lose your way at any time during the meeting, return to the SIMPL route map • decide, agree and rehearse your Ask line • remember the LAW!
  • 30. Use it, schmooze it, then lose it! • use it: try out SIMPL… every time you meet with a prospect • schmooze it - adapt it creatively to your own personal and verbal style • lose it - know when to internalize it, adapt it or discard it