Quick Tip! Set the Rhythm of the Solicitation Meeting

How are your asks going?

It's time to shift our focus from the hurdles of the past few years to the strategies for success in the present. We've all faced challenges, but opportunity still knocks for those who can make compelling asks.

When it comes to fundraising, personal connections reign supreme. While events may have suffered, direct engagement with major donors has proven effective. One crucial difference lies in the approach: one broad ask versus targeted personal solicitations.

Bringing a volunteer onto a solicitation call can add value, particularly if they share a peer connection with the donor. Yet, non-fundraisers may stumble on the ask, diverting the conversation from its purpose.

Here's a solution: conduct a quick role-play session beforehand. Dedicate 30 minutes to review the strategy, the desired ask amount, and the meeting's flow. This preparation becomes even more critical for virtual encounters.

As the lead fundraiser, whether in a virtual or in-person setting, here are some best practices for making the ask:

1. Set the Meeting Cadence: Establish the meeting flow—settle, confirm, explore, ask, explore, confirm.

2. Settle: Initiate the conversation with introductions or discussions relevant to the donor's interests.

3. Confirm: Ensure the appointment time is still convenient for the donor, avoiding any last-minute disruptions.

4. Explore: Dive into an exploratory phase to understand the donor's values and aspirations.

5. Ask: Present the ask succinctly, using comfortable language and inviting the donor to join in.

6. Explore (again): Be prepared to address any questions or hesitations from the donor, allowing space for further exploration.

7. Confirm (again): Finalize the ask and any follow-up steps, ensuring clarity and gratitude.

Remember, if you have materials to share, wait until after the ask to avoid distractions.

After the meeting, promptly follow up with any promised information and express gratitude for the donor's time and interest. And if others participated in the ask, ensure they also extend their thanks.

Effective solicitation is key in the art of fundraising. By mastering the ask, you can open doors to meaningful contributions and lasting relationships.

And remember, if you need coaching to help guide you, I am here to help! Just use this link to book a complimentary call with me.