Real Deal Fundraising
  • Home
  • Blog
  • Subscribe
  • Products
  • About
    • Services
    • Consulting
    • Connect
    • Testimonials
  • SmartStart

The Magic Formula for Making a Confident Fundraising Ask

6/29/2025

0 Comments

 
Picture

The Magic Formula for Making a Confident Fundraising Ask

Let’s talk about a moment that strikes fear into the hearts of even the most seasoned fundraisers: the ask itself.

Not the stewardship. Not the cultivation. Not the coffee chat or the tour.

The moment when it’s time to name a number and ask a question.

I’ve trained hundreds of folks, from student callers to major gift officers and presidents, and this is where so many otherwise capable fundraisers freeze. They hedge. They mumble. They talk around the gift instead of actually asking for it.

That hesitation is what sinks so many proposals—because if you don’t ask clearly, the donor doesn’t know how to answer. Or worse, they walk away unclear on what you needed from them at all.

The good news? Asking well isn’t about being fearless or charismatic.

It’s about structure. It’s about using a reliable, repeatable framework that gives you confidence and helps the donor have clarity.

​Here’s what I call my Magic Formula for Making the Ask—and it works whether you’re asking for $100 or $1,000,000.

💬 The Magic Formula:

Questioning Opener + Mission Moment + Dollar Amount + Silence
​
Let’s break each part down so you can feel grounded the next time you find yourself sitting across from a donor (or dialing the phone or typing an email, for that matter).

✅ 1. Questioning Opener

This is one of the biggest giveaways that a fundraiser isn’t comfortable asking: they frame their “ask” as a statement instead of a question.

❌ “We’d love it if you’d help out with a gift this year.”
❌ “It would be wonderful if you supported us again.”
❌ “We’re hoping you’ll get involved this year.”

None of these are technically wrong, but they leave the donor hanging. They don’t invite a response. And they definitely don’t feel like the moment of decision that a real ask should be.

Compare that to:

✅ “Would you be willing to make a gift of $5,000 to support undergraduate research?”
✅ “Can we count on you for support at the $25,000 level this year?”
✅ “Will you help our students with a $1,000 gift to the Dean’s Fund?”

These are direct. Respectful. And clear.
​
By ending your ask with a question, you’re signaling that it’s now the donor’s turn to speak. That subtle shift sets up a healthy, balanced fundraising conversation.

✅ 2. Mission Moment + Dollar Amount

This is where you tie the ask to purpose. Don’t just ask for money—anchor the ask in something that matters.

This is what moves the donor from “How much?” to “What for?”

Instead of:
❌ “Would you consider a gift this year?”
Try:
✅ “To help provide book scholarships for every student in the program, would you make a gift of $10,000?”

Instead of:
❌ “We’d love your support.”
Try:
✅ “To allow faculty to attend national research conferences this year, would you be willing to give $2,500?”

You are the bridge between the mission and the donor’s capacity to make something good happen. That’s your role. You’re not begging. You’re inviting them into something meaningful—with clarity.

And don’t shy away from being specific.

A donor can always say no to a number. That’s okay. But if you ask, “Would you consider helping us out?” and they say “No,” you’ve left yourself no room to move.
 
When you name a number, you create the chance for a real conversation. They might say, “That’s higher than I was thinking,” and now you can respond: “What would feel more comfortable for you?” or “Would you like to stretch that over a multi-year pledge?”

​Specificity unlocks possibilities. Vagueness shuts them down.

✅ 3. End. Pause. Listen.

This is the part that makes or breaks it.

Once you’ve made the ask—STOP TALKING.

I know. It’s awkward. It feels like an eternity. But it’s crucial.

The silence after the ask gives your donor time to process. It allows them to think. It gives them space to share what’s really on their mind.

And what you learn in that silence? That’s gold.

Maybe the timing’s off: “I just paid my kid’s tuition bill.”

Maybe they need buy-in: “I’d have to talk it over with my spouse.”

Maybe they’re passionate—but about something else: “I’d rather support the scholarships instead of the building fund.”

If you rush in to fill the silence, you will miss all of that.

You’ll speak from your own nervousness instead of their reality—and you’ll never know what part of the ask didn’t work for them.

Practice the pause. Get comfortable sitting in it. It’s where the most honest parts of the conversation live.

Bringing It All Together:

Here’s a strong ask, built using the Magic Formula:

“To help us provide every student in our department with book scholarships, would you be willing to make a pledge of $25,000—$5,000 a year for five years?”

[PAUSE]

If they say yes—celebrate and affirm it. Then let them know next steps to document and facilitate the gift payment.

If they say no—that’s your cue to start the conversation. “Would it help to spread the gift out?” or “Is there a specific area you’d like to support instead?”

​But don’t jump ahead. Let them answer first.

Want More on What Amount to Ask For?

I’ve got a whole system for deciding how much to ask for—based on donor history, capacity, engagement, and more.

If you'd like me to write about that next, leave a comment or shoot me a message. I'm happy to dig into that in a future post.

​Cheers!
Picture
​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!
SUBSCRIBE
If you liked this… 
  • Why Most Fundraising Plans Fail
  • 4 Powerful Discovery Questions
  • Discovery Visits Demystified
  • What to Say to Donors in Uncertain Times
  • Questioning our Fundraising Axioms
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Picture

    Jessica Cloud, CFRE

    I've been called the Tasmanian Devil of fundraising and I'm here to talk shop with you. 

    Subscribe

    Archives

    June 2025
    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    September 2017
    August 2017
    May 2017
    April 2017
    March 2017
    February 2017
    November 2016
    October 2016
    September 2016
    August 2016
    July 2016
    June 2016

    Categories

    All
    Advancement Services
    Alumni Relations
    Annual Giving
    Apps
    Asking
    Board Relations
    Books
    Branding
    Budget
    Caller Training
    Career
    Case Building
    CFRE
    Communications
    Contact Rates Series
    Covid19
    Crisis Response
    Dance
    Data Integrity
    Data Research
    Development
    Digital Fundraising
    Direct Mail
    Donor Events
    Donor Relations
    E Books
    E-books
    Email
    Fiscal Year End
    Flash Mob
    Free Resources
    Fundraising
    FUNdraising Friday
    Geekery
    Giving Days
    Giving Societies
    Giving Tuesday
    Graphic Design
    Impact
    In Depth
    In-depth
    Interview
    Irarollovers
    Lobby
    Love Your Career
    Major Gifts
    Management
    Motivation Mondays
    Nonprofit Leadership
    Online
    Phonathon
    Planned Giving
    Productivity
    Public Speaking
    Quizzes
    Recurring Gifts
    Self Care
    Social Media
    Stewardship
    Strategic Planning
    Student Debt
    Team Building
    TED Talks
    Telefund
    Thoughts For Thursday
    Thoughts-for-thursday
    Travel Hacks
    Travel-hacks
    Trip Planning
    Tuesdays Tip
    Tuesdays-tip
    Video
    Work From Home
    Young Alumni

    RSS Feed

What Folks Are Saying

 Jessica has been a wonderful colleague and mentor over the years.  In the beginning of my annual giving career, I found her expertise, experience and willingness to help, invaluable.  Her advice and custom phonathon spreadsheets had a direct impact on our phonathon’s success and my ultimate promotion.  As I progress in my career, I continue to value her insight and professionalism." 

​- Ross Imbler, Director of Annual Giving, Lewis and Clark Law School
 Ross Imbler

Contact Us

Photos from ZERGE_VIOLATOR, FindYourSearch, Teddy Mafia, slightly everything, COD Newsroom, Howdy, I'm H. Michael Karshis, smoorenburg, derrickbrutel, Matthew Paul Argall, TP studio, craiglea123, wuestenigel, davidmulder61, baranco1, Editor B
  • Home
  • Blog
  • Subscribe
  • Products
  • About
    • Services
    • Consulting
    • Connect
    • Testimonials
  • SmartStart