- Communicate - Realizing, this is the number one advice in just about any circumstance, I stand by this one simple rule because it truly can solve everything...everything! Simply ask the donor what they want. End the donor conversation with “When should I follow up with you on this?” and “What’s the best way to reach you?”. Let the donor tell you what they want. This leaves no question, just a clearly defined, customized follow-up plan.
- Alternating two week rule - If your regiment driven, or forget to communicate, this one’s for you. This also works well with ongoing relationships like when I worked in special events coaching teams and participants to fundraise. A good rule to follow is checking in every two weeks alternating between phone call and email. (regardless, communicate this plan w/ the donor for approval)
- Use your deadlines to your advantage - Urgency can motivate decision making. If a deadline is approaching and you haven't received the donation/sponsorship, share this information. “As a reminder, we need the commitment form by [date] in order to add your logo on the tshirts” or, if there’s not a deadline, set one simply for efficiency purposes. “Would we be able to finalize by [date]?”
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