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12 steps to a successful donation request

 

Teamwork

Work as a team as you tackle each of these steps.

Research

Thoroughly research all prospective donors before you do anything else.

Best foot forward

Call on your best prospect first. Always start at the top.

Preparation

Prepare for a meeting by finding out as much about your prospect as possible, and likely angles and links to an interest in your organisation.

Meet

Visit your prospects in person. This will greatly increase your chances of success.

Communication

Be able to clearly articulate your case for seeking donations. Practice your pitch.

Exploration

Explore with your prospect all the various ways of making a gift. Monetary donations are not the only option.

Specifics

Ask for a specific gift amount.

Listen

Allow the donor to speak after you make your request. Dont rabbit on and on. Good manners will take you a very long way.

Before leaving

Leave with a follow-up plan (I will call to follow up in a week.)

Report

Report your progress to the campaign committee.

Keep your word

Follow up with your prospect exactly when and how you said you would.