festival 2017 - john greenhoe

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John Greenhoe, CFRE Asking for Gifts

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Page 1: Festival 2017 - John Greenhoe

John Greenhoe, CFRE

Asking for Gifts

Page 2: Festival 2017 - John Greenhoe
Page 3: Festival 2017 - John Greenhoe
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What’s The Big Deal?

• Asking Not Hardest Part of Fundraising

• Gets Better with Practice

• Just Do It!

Page 5: Festival 2017 - John Greenhoe

Questions

• When Is the Right Time to Ask?

• Who Should Ask?

• How Much Should We Ask For?

Page 6: Festival 2017 - John Greenhoe

When?

• Get Experience, “Feel” for Right Timing

• When in Doubt, Ask!!!!

• Ask for Permission

– If This is a Good Time

– If This is the Right Project

Page 7: Festival 2017 - John Greenhoe

Who Asks?

• Board Member/Volunteer?

• Friend of Donor?

• CEO/Executive Director?

• Fundraiser/Development Officer?

Page 8: Festival 2017 - John Greenhoe

Amount?

• Look at Donor’s Current Giving

– 10 to 20 x Annual Gift

• “Peer” Ask

– How Much is Friend/Volunteer Giving?

• Research

– Electronic Resources

– Volunteer Screening

Page 9: Festival 2017 - John Greenhoe

When You Are Ready

• Pre-Solicitation

• ‘Would it be all right for me to bring you

a proposal?”

• Ask Without Asking

Page 10: Festival 2017 - John Greenhoe

Anatomy of a Solicitation Call

1. Greeting/Small Talk

2. Present Case for Support

3. ASK

4. Field Questions/Objections, Follow Up

Page 11: Festival 2017 - John Greenhoe

Greeting/Small Talk

• Build Comfort/Familiarity

• Touch on Family, Personal Interests

• Show You Know Them

• Hopefully, They Trust You

Page 12: Festival 2017 - John Greenhoe

Case For Support

• Description of Program/Project

• What Problem(s) it Will Solve

– Ground Level and 30,000 Feet

• Why You are Qualified to Solve It

Page 13: Festival 2017 - John Greenhoe

Case For Support

• What You Will Do

• Outcome/What Will Be Different

• Opportunities for Donor

Page 14: Festival 2017 - John Greenhoe

Ask!

• Eye Contact

• Deliberate, Confident Delivery

“Would you consider…”

“Will you help us…”

Page 15: Festival 2017 - John Greenhoe

Ask!

• SPECIFIC Amount

• SPECIFIC Purpose

• SILENCE

Page 16: Festival 2017 - John Greenhoe

Ask!

• Listen for Questions/Concerns

• Address Directly or Promise to Get

Answer

• Determine Opportunity to Follow Up

Page 17: Festival 2017 - John Greenhoe

Follow Up

• Leave Proposal with Donor or Promise

to Send Proposal

• Specific Follow Up – Not Vague

• “Could I Check In With You in a Week

to See if You Have Questions?”

Page 18: Festival 2017 - John Greenhoe

What if They Say No?

• Might Only Mean “Not Now”

• Keep Conversation Going

• Break Down Ask

– Wrong Project?

– Wrong Amount?

– Wrong Timing?

Page 19: Festival 2017 - John Greenhoe

What if They Say Yes!!?

• Thank Them!!

• Document Gift/Agreement

• Reiterate Purpose of Gift

• Arrange Personal Thanks (CEO, Bd Chair)

Page 20: Festival 2017 - John Greenhoe

What if They Say Yes …

• …To A Much Lower Amount?

• THANK THEM! (Appreciate the Gift)

• Return Later for Additional Support?

Page 21: Festival 2017 - John Greenhoe

A “Bad” Ask?

• No Such Thing

• What Did You Learn?

• What Will You Do Differently?

Page 22: Festival 2017 - John Greenhoe

Nothing Ventured …

“Never let the fear of

striking out get in your way.”

-Babe Ruth

Page 23: Festival 2017 - John Greenhoe

Thanks!

John Greenhoe, MA, CFRE

[email protected]

Twitter: @jjgcfre

Book: about.me/johngreenhoe