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Top 10 Strategies to Elegantly Transform Reluctant Fundraisers into Ready Philanthropy Facilitators

What’s holding you back? Culture? Fear?

How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?

After all, everyone benefits from increased philanthropy.  Not just development staff.

Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.

Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they believe they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.

It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process. 

Of all the barriers to be overcome; first and foremost is fundraising fear.  This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive.  So I’m endeavoring to answer these questions below.  Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”  It simply takes a little elegant reframing.

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6 Proven Strategies to Make a Major Donor Solicitation that Gets Top Results

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What makes an effective major donor solicitation?

I could just say (1) prepare, (2) prepare, (3) prepare, (4) prepare, (5) prepare, and (6) prepare.

Did I mention that you really need to prepare?

Preparation is the meta-message of Shark Tank’s “Mr. Wonderful,” Kevin O’Leary, to would-be entrepreneurs seeking to get spots – and funding – on the television show.

In “How to Present the Perfect Pitch: From the Shark Tank to the Boardroom” he offers 10 strategies to help you ace a fundraising presentation.

Whether you’re seeking venture capital or a philanthropic gift, many of the principles are the same.

I’ve selected six strategies I find perfectly aligned with what it takes to make a successful nonprofit ask. I’ve also suggested eight specific action tips. Take them to heart, and you’re sure to make your next in-person fundraising presentation a winner.

Oh, and there’s one more important thing, says O’Leary:

“The number-one rule is to make your pitch incredibly dynamic.”

Let’s do it!

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So You Want More Major Gifts This Year? Here’s the Secret!

Kids sharing a secretAll you’ve got to do is ask!

Seriously. The number one reason people don’t make a major gift – or any gift for that matter – is no one asks them.

But I’m getting a bit ahead of myself.

Before you can ask, you have to know a few basics:

  • Who will you ask?
  • What will you ask for?
  • When will you know they’re ready to be asked?
  • Where should you ask?
  • How should you ask?
  • Why are you asking?

Let’s take these fundamentals one at a time.

Who will you ask?

Not everyone in your donor base is a major gift prospect.

Even if they were, you probably don’t have the bandwidth to cultivate and solicit all of them right now. It’s just common sense to prioritize those donors with whom you’re most likely to succeed. There’s no hard and fast rule as to how to pick this priority group.

I generally advise starting with

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Do You Assume Donors Don’t Want to Be Asked?

Woman showing "help" written on handAssuming people don’t want to be asked to make a philanthropic gift is one of the biggest misconceptions of what constitutes being donor-centered.

Or even kind, thoughtful and respectful.

Alas, when you spend all your time on cultivation, assuming folks don’t need a direct ask and will simply give spontaneously as a result of being passively asked, or even outright wooed, everyone loses.

  • You short-change your organization.
  • You short-change your beneficiaries.
  • You, especially, short-change your would-be donors.

Why?

FIRST: Donors want to be asked because they’re starved for the love that comes from voluntary giving and receiving.

Donors have love to give, but don’t always have an object towards which to direct their affection.

SECOND: Donors need to be asked because when they’re not, they don’t know how much you need their help.

Consequently, giving feels a bit like a crap shoot.  Empty, not meaningful. Donors want you to honestly tell them when and how and how much to give, so investing their money fills them with confidence it will be appreciated and do the most good.

Don’t make donors guess whether you truly find them worthy of loving you.

Donors are Love-Starved

One of my favorite songs is from the Jefferson Airplane:

When the truth is found to be lies
And all the joy within you dies
Don’t you want somebody to love
Don’t you need somebody to love
Wouldn’t you love somebody to love
You better find somebody to love

What are you, and all these people, doing with the gift of life?

Sure, everyone is busy, busy, busy.

But is all that busy-ness making folks happy?

Are people stopping to really think about what makes their lives meaningful?

Sometimes, yes.

Often, not so much.

You can help would-be donors stop and smell (and enjoy) the roses, so to speak.

Philanthropy is Love

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Curious cat emerging from window

Curiosity Didn’t Kill These Fundraisers—It Made Them Unstoppable

Remember, behind all your work there are people. It’s your job to learn about them. One of your best tools is curiosity. One study published in Harvard Business Review, found curiosity builds trust and improves relationships in the workplace. It also builds trust between you and donors. Jon Simons, Executive V.P. of DBD Group, suggests curiosity is…

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We plant trees not for ourselves mural

How 13 Nonprofit Donors Yields a $1 Million Philanthropic Legacy

We plant trees not for ourselves mural13 happens to be my lucky number. I want it to be lucky for you too.

Today, I’m going to reveal to you how you can make this happen.

A survey of wills reported on by the Chronicle of Philanthropy revealed the average bequest by everyday donors is $78,630. The survey is a few years old, but as a working average this will suffice. Some people will leave less; some people will leave more.

The point revealed by this survey is you only need about 13 donors (give or take a few) making a provision for your organization in their will to reap $1+ million.

If a major gift for your organization is $1000 (or even 5000 or 10,000), I imagine this sounds off the charts to you. Guess what?

Legacy giving is off the charts!

In fact, bequest marketing produces the highest ROI (return on investment) of any fundraising activity. And a highlight of the 2023 Giving USA Report is that charitable bequests, at $43 billion, were up 4.8% over the previous year and are the only source that exceeded the rate of inflation. Bequests make up a sizeable piece of the contributed income pie, representing around 8-10% of total giving over the last 40 years.

The first step to making this happen for your organization is to encourage bequests.

Actively.

Promote Charitable Bequests, or Else

If you don’t actively encourage charitable bequests, people are unlikely to make them.

Why? There are three primary reasons:

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Money on the table; Monopoly

If You’re Not Promoting Donor Advised Funds, You’re Leaving Major Gifts on the Table

Use of Donor Advised Funds (DAFs) as a way for individuals to make charitable contributions continues to rise and grants from DAFs are becoming a growing source of income for charities of all shapes and sizes. An ever-broader group of donors are embracing them to approach philanthropy in the thoughtful, strategic way once reserved only…

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Large piece of lemon meringue pie

Act Fast, Raise Big: The Skills You Need to Win Major Donors Today

Large piece of lemon meringue pieShifting politics are creating economic uncertainty for all, and it’s especially scary for U.S. nonprofits who, on average, receive about a third of their total funding from Federal grants. This means nonprofits today need to shift emphasis (and budget) toward individual donor engagement strategies. Giving USA reports 75% of all giving (lifetime + bequests) came from individuals last year.

Major individual donors are, by far, the largest slice of today’s philanthropy pie.

If I had to tell you what you need to do to succeed with major gift fundraising in one sentence it would be this:

Identify major donor prospects… qualify them so you know they want to build a deeper relationship with you… cultivate them… visit with them… listen to them… reflect back to them what you heard… ask them for something specific that resonates with their passions… steward their gift and communicate in an ongoing way to make them feel like the hero they are!

Whew – that was a mouthful!

But don’t worry. It’s definitely not rocket science. A shorter way to say this is:

Meet with donors. Listen to donors. Ask donors. Thank donors.

See — it’s simple!

It’s just good old hard work. Satisfying and rewarding work. And it’s a type of work anyone can learn to do.

If you want to learn, please sign up for an upcoming cohort of the Certification Course for Major Gift Fundraisers. [NOTE: If you sign up within one month before it begins, you’ll get a nice discount.]  It may be the most important investment you make all year. Just one major gift will more than cover the cost].

Over my 40 years in fundraising, 30 of them working in the trenches as a director of development for organizations with budgets ranging from $1 – $40 million, I have asked for a lot of major gifts.  I know what works, and what doesn’t work. Today I want to give you:

(1) some of my best words of wisdom, and also

(2) answers to some of the questions folks frequently ask me .

I hope these tips will help you tweak your mindset and invigorate your systems so you can be more successful fundraising in the coming year!

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fruit in basket

Who Makes A Good Nonprofit Legacy Donor Prospect?

fruit in basketLegacy gifts don’t fall from the sky.

Legacy donors aren’t delivered by storks.

You won’t find them hiding behind cabbage leaves.

You’ll mostly find them living in your donor database, volunteer roster, alumni mailing list, membership roll, client files, service purchasers, and anyplace else folks connect with you and have a positive affiliation. An affiliation with you.

You see, the mere fact someone is wealthy does not make them a legacy giving prospect. And the fact they’re wealthy and philanthropically inclined does not make them a legacy giving prospect for your charity.

The biggest indicator someone is a good legacy giving prospect for your organization is their affinity and loyalty. Generally this is demonstrated through affiliation (how they are connected to you) and behavior (what they do with you).

Of course, someone who simply shares the values your organization enacts can also be a viable legacy giving prospect. But they’re not likely to make a bequest or other type of legacy gift unless you first develop their affinity and loyalty — to your charity.  So, let’s begin with the fruit already picked and in your donor basket.  We can look at the low-hanging fruit later. I do not recommend investing a lot of resources going after the fruit you’re hoping will just fall from the sky (though a little couldn’t hurt).

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journey over rope bridge

How to Fuel a Donor Journey that Yields Major Gifts

journey over rope bridgeThe major gift journey is a synergistic one. You see, it’s both your journey and your donor’s journey.

If you want to follow along the most direct pathway to sustainable philanthropy, you’ll want to consider the two-fold nature of the expeditious endeavor known as major gift fundraising. Or, as I prefer to call it, passionate philanthropy.

First understand the pathway to passionate philanthropy is not just about the money;  it’s every bit as much about the experience.

Strive to become your donor’s favorite philanthropic journey guide.

If you do your job as guide well, they’ll find meaning, purpose and happiness being engaged with you.

  • Make the experience a joyful one, and your fellow traveler will become your donor.
  • Continue to make the experience joyful, and they’ll continue to travel the road with you by renewing and upgrading their support.

Major gift fundraisers, essentially, are in the happiness delivery business.

That’s right! It’s both  (1) a business, and (2) a donor journey toward joy.  You’ve got to treat it like a business if you want to make money. That means clarifying goals, setting specific objectives, planning strategies and tactics, and holding yourself accountable. Otherwise you’re just occasionally taking folks along for a stroll, without being thoughtful about what’s in it for both of you. And if you haven’t concretized what the benefits are, it’s hard to deliver on them!

Let’s take a look at the 6 steps you must take to build and sustain a winning major gifts program.

Expeditious Steps to Fuel Your Pathway to Passionate Philanthropy

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