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Chorus America Conference Earning the Right to Ask for a Gift June - PowerPoint PPT Presentation

Chorus America Conference Earning the Right to Ask for a Gift June 28, 2019 Richard Quinn Quinn Consulting Associates Whats the #1 reason individuals make gifts to non-profit organizations? The answer Because they were asked.


  1. Chorus America Conference Earning the Right to Ask for a Gift June 28, 2019 Richard Quinn Quinn Consulting Associates

  2. What’s the #1 reason individuals make gifts to non-profit organizations?

  3. The answer…

  4. Because… they were asked.

  5. However…

  6. …that’s not the whole story.

  7. “People give to people more than they give to great missions.”

  8. Let’s modify this…

  9. People give through people they trust to organizations they trust.

  10. But even then…

  11. We must… earn the right to ask for a gift.

  12. How precisely do we earn the right?

  13. “Ask someone for advice, and you get money. Ask someone for money, and you get …”

  14. ADVICE!

  15. The right order is critical.

  16. Let’s disrupt, shall we?

  17. The solicitation cycle

  18. A newer approach

  19. Solicitation Cycle Commitment Curve Identify Awareness Cultivate Interest Solicit Engagement Steward Commitment

  20. The Solicitation Cycle reflects what the organization wants. The Commitment Curve reflects what the donor wants.

  21. The most effective form of engagement focuses on the donor.

  22. Step 1: Build your donor’s awareness

  23. Send regular updates Impact stories Press pieces Testimonials

  24. Step 2: Discover your donor’s unique interests

  25. Ask them… What interests you most about what we do?

  26. Step 3: Deepen your donor’s engagement

  27. Ask them… Why is that particular part of our mission so important to you?

  28. Step 4: Cultivate your donor’s commitment

  29. Invite them… …to see their particular interest in action …to see you meet the needs they care about

  30. Exercise Five Names

  31. The Advice Meeting

  32. Advice about what?

  33. Reputation

  34. Impact

  35. Leadership

  36. Donor Engagement

  37. Success of your events

  38. Vision for the future

  39. An advice meeting is…

  40. A “purposeful” conversation

  41. What’s the first step?

  42. Send letter or email.

  43. Pick up the phone.

  44. If you see a donor out and about...

  45. What is the message?

  46. Simply this…

  47. Your engagement as a donor is a priority.

  48. We are committed to doing great work in our community.

  49. As a donor, your opinions and advice matter to us.

  50. And I would like to share our story with you…

  51. …and hear your thoughts about it.

  52. If your donor says…

  53. Are you asking me to make a donation?

  54. You say, No.

  55. At this point, all I would like is to get your feedback on our plans for the future.

  56. So what do you say? Have time for coffee?

  57. The Arc

  58. Phase 1: Settle

  59. Any vacation plans? How are the kids? How about those Phillies?

  60. Phase 2: Confirm

  61. You said you had about 30 minutes for our conversation today. Is that still the case?

  62. Phase 3: Explore

  63. “Thanks for agreeing to meet. Tell me…what do you think should be our #1 priority right now?”

  64. “I appreciate your taking the time to speak with me about our event. The floor is yours. I would love to hear your thoughts.”

  65. “Thank you so much for attending our most recent performance. It was a bit of a departure for us. What did you think?

  66. Phase 4: Present

  67. “Would you be willing to have an additional conversation with our Executive Director?” “Would you be interested in serving on a committee?” “Would you be interested in hosting an event for us?”

  68. Then… …be absolutely quiet. Shhh…

  69. Phase 5: Explore

  70. Listen. Discuss the request in more detail. Answer questions. Overcome objections.

  71. Phase 6: Confirm

  72. “How about I circle back with you in a week or two?”

  73. Let’s pause for a moment.

  74. The Advice Meeting Settle Confirm Explore Present Explore Confirm

  75. Overcoming Objections

  76. ….when getting the meeting

  77. “Why did you come to me for this?”

  78. “I’m crazy busy. Just email me something.”

  79. …at the meeting

  80. “I really don’t have any extra time in my calendar for this.”

  81. “I have to think it over.”

  82. “Leave your materials with me.”

  83. “I need to think about it.”

  84. “I have to discuss this with my partner.”

  85. “No. I’m not interested.”

  86. May I ask you…

  87. Is it the project?

  88. Is it the timing?

  89. Is it the leadership?

  90. Is it the organization?

  91. Let’s reflect…

  92. Advice meetings are critical to donor engagement.

  93. You’ve respected their journey, not imposed yours.

  94. When you have engaged the donor on their terms….

  95. …they are far more likely to find joy in their philanthropy.

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