Bag Carrier, Authenticator or Rain-Maker?

Conversation during the luncheon moved rapidly toward the moment of truth. Suddenly, the formal request was made by the board chair. There it was—figuratively on the table.

As I slowly sipped my coffee, I fully expected the prospective donor to respond with some version of “I’ll consider it.” Instead he said, “Yes”—on the spot. Luckily, I had brought a pledge instrument. Quickly, I put it before the donor. Reviewing it carefully, he signed it without hesitation.

Done.

This outcome was all the more remarkable as this particular donor in question had been in a mating dance with the college president for a decade.

Sometimes, it just takes the right team—and everyone knowing their role.

The takeaways?

First, plan in advance and consciously assign the roles. Second, always—always—go prepared. Never assume. Never predict. Prepare for the unforeseen.

I hesitate to think about the gift that may never have been, had I not brought everything necessary to close. Perhaps another decade?

Principle 4 of The Eight Principles™ is Learn & Plan™. Learn who your prospective donors are and then plan how to approach them. Planning is critical if you want to be successful. I extend my thanks to all those who have shared their concerns and frustrations on this all-important topic.

Let me hear from you. Please share your situation and the challenges you face in developing sustainable revenue streams. Email me, and I’ll arrange a brief consult, providing you with practical guidance. I’ll choose some of these thorny obstacles to share, along with my insights, in upcoming columns.

Success is waiting. Go out and achieve it