 The Problem with Totes and T-Shirts: Why Freebies Can Undermine FundraisingMy grandfather wasn’t a big donor. He only gave to a handful of causes in his lifetime. But there was one organization that always stood out: St. Jude Children’s Research Hospital. He gave faithfully – moved by the emotional weight of their television commercials. The stories got him every time. But even though he was already giving, they kept sending him address labels. Over and over again. At the time, I didn’t get it. Why send him stuff he didn’t ask for when he was already clearly connected? Years later, working in fundraising myself, I learned what was going on. Those labels weren’t a thank-you. They were part of the ask. A fundraising tactic. A subtle nudge rooted in the psychology of reciprocity: we gave you something, now give something back. And while it might work once, that kind of giving rarely sticks. The truth is, these built-in freebies – address labels, calendars, stickers – don’t deepen connection. They dilute it. They train donors to expect something with every letter, and more importantly, they shift the focus away from the mission. I still wonder: would my grandfather have kept giving without the commercials? Maybe not. But I know this for sure – it wasn’t the address labels that made him care. When Fundraising Starts to Feel Like a Loyalty ProgramWe’ve all seen it – and some of us have inherited files full of it:
These “free” items are anything but free. They come at a cost – not just to your budget and your time, but to your donor relationships. Why These Kinds of Premiums Can BackfirELet’s get practical. Including giveaways in your appeals may seem harmless, but it creates three major problems: 1. It sets the wrong tone. You’re not building connection – you’re mimicking a subscription box. That’s not what we’re here to do. 2. It costs more than you think. Printing, shipping, design, fulfillment – it adds up fast. Those funds could go straight to your mission. 3. It attracts short-term, low-retention donors. This is the biggest problem. Donors who give because of a trinket are less likely to renew, upgrade, or become champions for your cause. You want committed supporters, not one-time transactions. And There’s a Legal Catch, Too Let’s talk taxes. When you include a premium with your appeal, you risk turning that gift into a quid pro quo contribution – where only part of the donor’s gift is tax-deductible because they received something in return. To avoid that, the item has to be of “insubstantial value” – meaning so cheap it’s practically worthless. And if the gift is that insignificant, why bother sending it at all? You’re adding printing, packaging, and postage costs for something that can’t carry real meaning or message weight. It’s a logistical headache with no lasting return. What Donors Actually WanT Here’s what’s wild: Most donors don’t even want the stuff. They want to be moved. They want to know their gift means something. That’s where Near, Dear, and Clear comes in:
No label sheet in the world can deliver that. But a compelling story can. When Thoughtful Tokens Do Make Sense This isn’t a full-on war against every branded item. There’s a time and place – but intention matters.
A bookmark made by a student in your afterschool program? That’s beautiful. A bulk-ordered mug with your fiscal year slogan? Probably unnecessary. Would you give your best friend a water bottle to say thank you? Or would you write them a heartfelt note of thanks? So What Should You Do? If you’re stuck in a cycle of sending “stuff” or trying to break the premium habit, here’s where to begin: 1. Lead with stories. Make your appeal emotionally rich and mission-focused. Don’t let a keychain carry the message. 2. Map the full donor journey. Gifts shouldn't unlock access to your best content. Welcome everyone into the story, not just your VIPs. 3. Test it. Try a premium-free version of your next appeal and track the results. You might find your message carries more weight on its own. And don’t forget to track retention of those new donors acquired (with premiums and without) in the next year of giving. Fundraising That Feels Better (and Works Better) The truth is, you don’t need gimmicks to raise money. When you lead with purpose, your donors feel it. And they’ll stick around. Mission-centered messaging doesn’t just build trust – it builds staying power. Ready to ditch the swag and write stronger appeals that actually retain donors?The Smart Start Fundraising System will show you how. I break down what motivates giving without resorting to trinkets and help you build a complete plan grounded in what matters. [→ Get on the waitlist now or check out the course here.] Cheers!  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you!  If you liked this…
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 Phonathons Are STILL Not Dead – Busting the Biggest Myths About Calling DonorsEvery few months, another university quietly kills its phonathon. And just like that, inboxes everywhere light up:
Let’s set the record straight. Phonathons are not dead. And many of the arguments used to declare their demise are based on myths – not real data, not field experience, and definitely not what’s actually happening on the ground at most institutions. So let’s bust some of the biggest myths I hear over and over again: Myth #1: “Nobody picks up the phone anymore.” Reality: Pick-up rates (contact rates) are absolutely impacted by things like caller ID, time of day, area code, and list segmentation. But even in the post-pandemic world, institutions are still having real, quality conversations with alumni, parents, and friends. When done right, phone outreach still delivers contact, conversation, and conversion. In fact, one partner institution recently doubled their call completion rate within a single year, simply by improving their strategy – things like making more attempts per record, using smart list management, and building trust through clearer caller ID. The problem isn’t that people don’t pick up. The problem is we’ve stopped giving them a good reason to. Myth #2: “We don’t need phonathon anymore.”Reality: This one usually comes from someone who hasn’t worked a call shift or analyzed the pipeline lately. If you’re serious about long-term fundraising success, you need phone outreach. Here’s why:
One institution I advised recently saw a huge bump in average gift size – up over 50% – and their calling center is now on track to exceed their full fiscal year results any day now. You can get great ROI from calling… if you treat it like the professional fundraising channel it is. Myth #3: “The phonathon loses money (or only breaks even).” Reality: It’s supposed to break even – or come close. Phonathon isn’t just about the immediate dollars in the door. It’s about the long game: donor reactivation, new donor acquisition, pipeline building, and massive volumes of updated data. That work fuels years of future fundraising success. If your phonathon is consistently losing money, the issue usually isn’t the channel – it’s the execution. Maybe your manager is under-supported. Maybe you’ve got outdated or clunky software that makes it impossible to track results or process credit cards smoothly. Maybe you aren’t calling enough to make your fixed costs worthwhile. But let’s be clear: the blame doesn’t lie with the callers – or with the channel itself. Myth #4: “Call center manager is just an entry-level gig.”Reality: Running a call center is one of the hardest jobs in advancement. It demands a unique skill set: donor communication, hiring and training, shift logistics, data reporting, budget management, and tech troubleshooting – just to name a few. And yet, too often this role is underpaid, undervalued, and handed off to someone with no real support or path for growth. Here’s the truth: If you want your phonathon to succeed, you need a strategic leader managing it. When that happens, everything gets better – culture, results, retention, and ROI. Myth #5: “We’ll just go multichannel instead.” Reality: I support multichannel fundraising 100%. Donors need options. But cutting your call center with no plan to replace what it actually does isn’t innovation – it’s just short-sighted. If you eliminate phone outreach, here’s what you’re walking away from:
Ask yourself: What’s the plan to make up for all of that? If your phonathon isn’t performing, it’s not because the channel is dead. It’s probably due to low volume of work, poor strategy, clunky systems, undertrained callers, or a lack of clear goals. All of those are fixable. That’s what I help institutions do every day – reset, retool, and rebuild programs that actually work. If you’re ready to stop chasing trends and start making smart decisions about your donor outreach, let’s talk. Whether you need a strategic audit, caller training, or a full-scale turnaround, I’ve got your back. Bottom line: Phonathon isn’t broken. The way it’s managed might be. And with the right approach, calling still works – and it works beautifully. Cheers!  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you! PPS – If you need to freshen up your phonathon, be sure to check out my book Successful Fundraising Calls: A Phonathon Scripting Workshop available through Academic Impressions and my e-book How to Staff Your Phonathon Super-Fast available to download instantly here in the Real Deal Fundraising Store.   4 Power Questions to Ask Donors That Build Rapport and Lead to Major GiftsAs a college freshman, I responded to an announcement on the Honors College listserv (that may give you a clue how long ago this was) for a job talking on the phone to alumni. I thought this was a dream job. All I needed to do was talk to people and make money. As an extrovert who had been trained by her manners-minded Southern mother to “make good conversation” my whole life, I had no qualms about keeping the conversation going and making folks like me on the phone. After becoming a student supervisor in the call center, I quickly realized that most folks needed more structure and examples of what to say to have success at building rapport in conversation. It was indeed an art. I’ve now spent a couple of decades helping to systematize and teach the process of successfully talking to someone new. Over the years, I’ve learned that the secret to great conversations is the same whether you're a college student, a seasoned fundraiser, or even a 7-year-old girl chatting with her great aunt. It all comes down to asking the right questions. Questions help us connect and connecting with a donor is essential before you ever ask for a gift. The right questions remove roadblocks and pave the way for a strong, lasting relationship between the donor and your organization. People give to people they like. As a fundraiser, you’re the bridge connecting the donor to your institution. Your goal in a discovery visit is to listen, learn, and understand what truly motivates them. Bad rapport-building does more harm than good. Questions should always stimulate a lively back and forth. Think dialog, not monologue. The best questions also extract valuable information, make the donor feel appreciated, and naturally lead to the next step in cultivation. Here are my favorite questions to ask during a discovery visit: 1. How did you become involved with our organization (or mission)?This simple yet powerful question invites the donor to share their personal story. Did they have a life-changing experience? Was a loved one impacted? Did they connect with your work through a friend or colleague? Understanding their “why” gives you insight into what matters most to them and helps tailor your approach moving forward. 2. What are your philanthropic priorities, and where does our organization fit in?This question helps you understand where you stand among the causes they support. Are you a top priority, or do they view your organization as one of many they give to? It also gives you a glimpse into their overall generosity and what drives their giving decisions. 3. Who else should I be talking to?Your donors often have strong networks of like-minded individuals. Asking this question uncovers potential new prospects and champions for your cause. It also signals that you respect their influence and see them as more than just a financial contributor. 4. How do you prefer to communicate and stay involved?Some donors want regular updates, while others prefer to give quietly without much engagement. Some enjoy receiving physical mail, while others prefer a quick email or social media updates. Understanding their preferences ensures you’re communicating in a way that resonates with them, making cultivation and stewardship more effective. The key to a successful discovery visit isn’t just asking great questions – it’s truly listening to the answers. Take notes, follow up thoughtfully, and use what you learn to deepen the relationship. Building real rapport makes every future conversation easier and more meaningful. When the time comes to ask for a gift, you’ll know exactly how to approach it in a way that aligns with their motivations and values. What’s your favorite discovery question to ask donors? Drop it in the comments—I’d love to hear what works for you! Cheers!  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you!
 What With Love, Meghan Can Teach You About Donor RelationsIf you're new to nonprofit fundraising, navigating interactions with high-net-worth individuals can feel intimidating. You might wonder if you have the right background, experience, or social skills to connect with major donors. But here’s the truth: building relationships in philanthropy isn’t about wealth or privilege – it’s about cultural capital, etiquette, and most importantly, emotional intelligence. Meghan Sussex’s new Netflix series, With Love, Meghan, offers a fresh take on hospitality, cultural awareness, and the art of connection – skills that can elevate your fundraising career and help your nonprofit thrive. Let’s explore how these soft skills can help you build confidence, engage donors authentically, and create lasting relationships. 1. Hospitality and Thoughtful Details Matter In With Love, Meghan, she emphasizes the importance of creating welcoming experiences, from personalized touches to beautifully curated environments. In Episode 1 “Hello Honey”, Meghan shares, “The joy of hostessing for me is surprising people with moments that let them know I was really thinking of their whole experience.” She even takes care to tie the knots on gifts with a bow so they are easy to open. Fundraisers can apply this same mindset by:
2. Cultural Competence Builds Stronger Connections One of the standout elements of Meghan’s approach is her ability to navigate different cultures with grace. In Episode 3 “Two Kids from LA,” she connects with chef Roy Choi over their shared Los Angeles roots and love of food. Later, in Episode 4 “Love is in the Details,” she and her Argentinian friend Delfina Figueras bond over Meghan’s experience studying in Argentina and speaking an Argentinian dialect of Spanish. As a fundraiser, your ability to understand and respect the cultural backgrounds of your donors can set you apart.
3. Storytelling is Your Superpower Throughout With Love, Meghan, she uses personal anecdotes to create intimacy and connection. In Episode 7, “Elevate the Everyday”, Meghan talks about the importance of celebrating the meaning behind everyday things, and we watch a moment when she learns about potstickers from her friend Vicky Tsai, who explains they are folded to resemble ancient Chinese money. Meghan’s enthusiasm is unmistakable as she responds, “I love hearing the meaningful stories behind things!” Fundraising is no different – stories drive impact.
4. Presentation and Etiquette Set the Tone Meghan’s show highlights the power of presentation – not just in her fashion but in communication, demeanor, and environment. Her friends mention in “Juice is Worth the Squeeze” how careful she is to accommodate everyone’s dietary needs and preferences, no matter how busy she is. In Episode 5 “Surprise and Delight”, she shares, “You take something really pretty ordinary and make it extraordinary. It’s really easy to do, but the tiniest attention to detail makes it feel special. First impressions matter in fundraising, and attention to etiquette can help you feel more at ease in professional settings.
Bonus Tip: Treat Everyone with Respect and Care I was taught early in my career to treat everyone with the same level of engagement and care, from the janitor to the CEO. Watch how Meghan treats her crew - feeding them, including them, and making sure they feel valued. That level of care and consideration can set you apart in fundraising and beyond. Why This Matters for Your Career Developing cultural capital and etiquette isn’t just about impressing donors – it’s about equipping yourself with the skills to excel in your career. Fundraisers who can build authentic relationships, adapt to different social settings, and communicate with confidence are in high demand. These skills open doors to new opportunities, leadership roles, and professional growth. You don’t have to be born into wealth or attend elite schools to succeed in major gift fundraising. I certainly didn’t. You might not end up marrying a prince, but by cultivating cultural awareness, practicing thoughtful hospitality, and honing your storytelling and etiquette skills, you’ll become a stronger fundraiser – and help your nonprofit build the relationships it needs to thrive. Like Meghan, you don’t need to be a full-time royal to lead with grace. By embracing hospitality, cultural awareness, and attention to detail, you can make every donor feel valued – and that’s what truly elevates fundraising to an art form. Have you watched With Love, Meghan? What did you notice? Any takeaways that I might have missed? Let me know in the comments. Cheers,  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you! If you liked this…
 Spring Cleaning for Fundraisers: Organizing Planned Giving DocumentationIt’s that time of year again – when we roll up our sleeves, open our closets, and get everything in order. Why should fundraisers be any different? Just as a good spring cleaning refreshes your home, organizing your planned giving documentation can breathe new life into your fundraising strategy. A well-structured planned giving system not only keeps you compliant and prepared for future revenue but also sets the stage for stronger donor relationships. Here’s a step-by-step approach to auditing your data, collecting key donor details, promoting planned gift opportunities, and streamlining your documentation process. I. Audit Your Planned Giving DataBefore you can plan your next move, you need to take stock of what you have. Start by auditing your current planned giving records:
II. Collect Key Donor Data Once you’ve audited your existing records, the next step is to fill in any gaps, especially with critical data like birthdays. Capturing birthdays is a good idea for everyone in your database not only legacy donors!
III. Promote Planned Gift Opportunities and Track Leads Now that your data is in shape, it’s time to get the word out about your planned giving opportunities – and track every inquiry that comes your way.
IV. Documenting Planned Gifts: A Step-by-Step Process Once a donor decides to move forward with a planned gift, it’s critical to have a clear, standardized process for documentation. This ensures nothing slips through the cracks and that every commitment is properly recorded. 1. Guide Donors Through the Initial Steps
2. Collect and Secure Documentation After the donor has taken the initial steps, ensure that you collect the necessary documentation:
3. Organize and Track the Documentation
V. Final Thoughts: A Clean Slate for Future Success A well-organized planned giving system is like a well-tended garden – regular maintenance pays off in beautiful blooms year after year. By auditing your data, collecting key donor information, promoting planned gift opportunities, and establishing a clear documentation process, you’re setting the stage for both immediate and long-term success. Implement these spring cleaning steps today, and watch as your planned giving program becomes more efficient, donor-friendly, and robust. Not only will you be better prepared to project future revenue, but you’ll also be fostering stronger, more meaningful relationships with your donors. Remember, every great legacy starts with a single, well-documented planned gift. Get organized, streamline your process, and make it easier than ever for donors to leave a lasting impact on your mission. What’s on your list for fundraiser spring cleaning? Let me know in the comments! Cheers!  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you! If you liked this…
 Trends & Predictions: Nonprofit Fundraising in 2025I remember the feeling of confidence I had going into 2020. I had been in the fundraising field for over 15 years (full-time), and at the time, I thought I had most things figured out. I would have confidently made broad, sweeping predictions about the future. And, as we all know, I would have made a complete fool of myself. Because everything we thought we knew was turned upside down by the global pandemic just a few weeks later. That humbling experience taught me a critical lesson: predicting the future isn’t about certainty; it’s about curiosity. It’s about studying trends, tracking the breadcrumbs, and embracing flexibility. As we look toward 2025, the nonprofit fundraising landscape continues to evolve, shaped by technology, shifting donor expectations, and global economic conditions. Here are a few trends to watch and how they might reshape the way we fundraise: 1. Highly Personalized Donor EngagemenT Gone are the days when a generic email blast could sustain your donor base. Modern donors expect nonprofits to know their preferences, interests, and giving history. This shift demands a deeper investment in donor data and segmentation strategies. What this looks like in practice:
2. AI and Predictive AnalyticS AI has moved beyond being a buzzword – it’s now a practical tool reshaping nonprofit fundraising. From automating administrative tasks to analyzing donor data, AI is helping fundraisers work smarter, not harder. Emerging applications in fundraising:
By prioritizing ethics, privacy, and authenticity, nonprofits can leverage AI responsibly while maintaining the integrity of their donor relationships. 3. Automation for EfficiencY With limited staff and growing expectations, nonprofits are turning to automation to streamline repetitive tasks. Automation allows teams to focus on what truly matters: building relationships and driving impact. What’s being automated:
4. Emphasis on Mission TransparencY Donors today demand clarity on how their contributions are being used. Organizations that can clearly articulate their impact and demonstrate accountability will stand out in an increasingly competitive philanthropic landscape. How to show transparency:
5. New Channels for Donor EngagemenT The way people consume information and interact with brands (including nonprofits) is constantly evolving. In 2025, expect to see growth in emerging channels like:
FINAL THOUGHTSThe future of nonprofit fundraising is both exciting and daunting. The tools and strategies available today offer incredible potential to engage donors in meaningful ways – but only if we approach them thoughtfully. As we navigate these trends, let’s remember the lessons of the past: stay adaptable, keep learning, and never forget that at the heart of every fundraising effort is a desire to connect people with purpose. What trends are you seeing in your work? Let’s keep the conversation going in the comments! Cheers!  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you!
 6 Ways to Show Donors Gratitude in the New Year As we turn the page to a new year, it’s the perfect time to reflect on the incredible impact your donors have made on your organization. Donor appreciation isn't just about wrapping up last year's success - it’s about laying the groundwork for lasting relationships that will sustain your mission well into 2025 and beyond. In nonprofit fundraising, donor retention is key. It’s much easier (and more cost-effective) to retain a donor than to acquire a new one, which is why a thoughtful approach to showing gratitude can be a game-changer. Starting the new year on a note of appreciation can make all the difference in keeping those relationships strong. Here are six creative and practical ways to show your gratitude this New Year: 1. New Year’s CardsInstead of sending out traditional holiday cards, why not opt for a New Year’s card? It’s a great way to stand out, especially since January mail isn’t competing with the December rush. At my current institution, where we serve a multi-religious community, we steer clear of specific religious holiday cards, but New Year’s cards offer a respectful and inclusive option.
This isn’t just about sending a card; it’s about showing donors they’re valued as you enter a fresh chapter. By sending a message of gratitude and well wishes for the year ahead, you remind them that their support is crucial to your mission’s success. Why It Works: A New Year’s card avoids the crowded December mailbox, acknowledges diverse traditions, and sets a positive tone for the year ahead.  What to Say to Donors in Uncertain Times: The Near, Dear, Clear Fundraising Framework (updated May 2025)We are all scrambling. If you’ve found yourself rewriting the same appeal three times -- or wondering if it’s even okay to make an ask right now -- you’re not alone. In a year marked by economic uncertainty, political tension, and donor hesitation, fundraisers are feeling the weight of every word. The solution isn’t silence. It’s clarity. And that’s where Near, Dear, and Clear comes in. How can we keep our donors connected to our organizations in this unstable environment? Back in 2020, when it became clear that I would not be allowed to travel anymore for work, I fell back on a maxim I heard somewhere early in my fundraising career. It rhymes so that’s convenient and an aid to memory. Near Dear Clear In any circumstances where rapid change is taking place, we must take great pains to keep our donors near, dear, and clear. What does that mean as a guide to practical action? Let’s take each part of the maxim in turn: Near: Be in Contact & Stay CloseYou will need to leverage all forms of media at various levels to keep in touch with your donors. First, for your major donors, set up as many one-on-one Zoom meetings as you can reasonably handle each week to check in with them. Take it week-by-week so it will not be overwhelming but striving for 6-8 substantial phone calls or Zoom meetings with major donors per fundraiser seems appropriate. Secondly, utilize digital means of connection as much as possible. Send email or text updates to your constituents. Don’t bombard them with info but if you have meaningful information to report, do so on all available channels. If you have Facebook groups, use those to communicate too. Encourage your supporters to share info so it gets in more newsfeeds and inboxes. Third, for your mid-level donors or major donors that you cannot check in with immediately, don’t forget about good old mail and phone. You can do a quick check-in calling campaign one day per week and write some hand-written notes. What to say:
Dear: Express Gratitude & Lead with ValuesYour messaging needs to let donors know that you care about them as people. It’s not just about expressing our usual level of stewardship and gratitude. This is thanking them for believing enough in your organization’s mission to hang in there in this time of great change and uncertainty. Express gratitude not only as a staff member but express gratitude on behalf of those your organization serves. Let them know that because of them, your mission continues and will continue after this crisis. What to say:
Clear: Make the Ask SimpleMake sure your organization is crystal clear on its priorities. The first of which should be the health, safety, and welfare of those they serve. Repeat this often to your constituents. However, do not shy away from honestly telling donors how this crisis is affecting your organizational needs and its finances. Your major donors and board members especially deserve the candid talk about what is needed, what might be needed, and why. What to say:
Did you find the framework of near, dear and clear helpful in thinking about how you are keeping donors connected these days? What other strategies have you tried in the last couple of weeks that keep donors near, dear, and clear? Tell me below in the comments! Again, I hope this was helpful to you. If it was, please leave me a comment below. Take care and be well, Jessica  PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you! PPS - Want more messaging tools that build trust and drive giving - without gimmicks? Inside my Smart Start Fundraising System course, we unpack the words, frameworks, and mindset shifts that actually move donors to action. [→ Get on the list here.] Course launches 06.03.25! If you liked this…
 Building and maintaining a culture of philanthropy is hard work. It is deep work that takes years to build and moments to destroy. But having a healthy culture of philanthropy makes work more fun and makes fundraising easier. It’s worth having a periodic check-up to assess how your institution is doing. Answer these questions for your institution: Board Support
Staff Support
Alumni support (or Grateful Patient support)
Fun Factor
Communications
Stewardship and Donor Relations
Other questions to think about:
How did you feel about the assessment? Where are you doing well? Where should you improve? As always, comments and questions are welcome and encouraged! Cheers, Jessica PS - If you liked this post, you might also like these:
PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my guide to Call Center Games for Free!   Connecting with a donor or potential donor is so vital before you ask for a gift. It's like removing many of the roadblocks between you and that "YES!" response you want. People want to give to people they like. It's not much of a secret. Ultimately, as a fundraiser you are a conduit for the relationship between that donor and the institution (not with you personally) but they must enjoy speaking with you to want to continue a relationship with the institution. This is an important skill for any fundraiser to develop, from phonathon callers on up to executive directors, deans and development officers. I have been to MANY call centers where they use the same tired rapport-building questions year after year after year. We cannot let this happen. No one wants to spend their precious time telling a new person why they haven't been back to campus lately just like they did last year. Bad rapport-building has the opposite effect on the donor than that which we wish to cultivate. The first rule of building rapport is it must be DIALOG not MONOLOGUE. You must ask questions that will solicit meaningful conversation and back and forth. You (no matter if you are a student caller or the Vice President of Advancement) must not deliver a litany of great-stuff-happening-at-our-institution without stopping for breath. So, following this rule, we must construct meaningful rapport building questions. The second rule about rapport building is that these questions get stale. Every year (at least) new rapport builders should be generated and put into rotation. Here is some guiding criteria for generating these questions. Rapport building questions should:
What are some examples of strong rapport-building questions?
Does your rapport building need a refresh? Do you have some favorite rapport-building questions that I forgot to mention on my list? Comments and questions are, as always, welcomed and encouraged! Cheers, Jessica Cloud PS - If you liked this post, you might also like these:
PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my guide to Call Center Games for Free!  |
Jessica Cloud, CFREI've been called the Tasmanian Devil of fundraising and I'm here to talk shop with you. Archives
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