Looking the Donor in the Eye: Why Face-to-Face Fundraising Is Still Essential
Over the years, Richard and I have developed a few major gift seminars that we do at various conferences. One that we developed is called “The 7 Pillars of a Major Gift Program.” It’s especially effective for either new major gift officers or organizations about to launch a major gift program. It’s all about the essentials you must have in place if you and your nonprofit will be successful with your major gift program.
The Fourth Pillar is “Asking.” When Richard or I first say this to the audience, there are quite a few people who laugh. Then we say, “No, I don’t mean ask the donor in a direct mail appeal or a written proposal or on the phone or in a note—I mean sitting across the table, looking the donor in the eye and asking the donor to invest in your organization.
As I then look out over the audience, I see a lot of folks who look uncomfortable. And I know why. Over the many years and hundreds of major gift officers, CEOs and directors of development we have managed, a surprisingly high percentage of them have never directly solicited a donor for a gift in person.
Now, you may be thinking, “How can this be? How would a donor give? Wouldn’t the MGO be fired if they never asked a donor directly for a gift in person?" The answer is no. Richard and I believe that people are so uncomfortable with money and the thought of directly asking someone for a significant gift—yes, even MGOs and other types of fundraisers—that they simple cannot bring themselves (and figure out myriad ways to avoid) looking a donor in the eye and asking.
What is happening is that some MGOs figure out their own elaborate systems to avoid the face-to-face solicitation. Typically these MGOs are wonderful at thanking donors, cultivating and stewarding donors, and sending written proposals, but they have avoided the difficult task of an in-person solicitation.
Here’s the real kicker: They still make their revenue goals. Now, you are thinking, “How is this possible?” Essentially, they create goals that they know are always achievable by the current methods they use. There is no strategy of challenging a donor for more other than moving them up perhaps $2,500 a year. That can be done in the mail.
Unfortunately, we see this all the time when we do our data audits of major gift programs. What we track is donor behavior. In other words, what is a donor giving year after year with an organization. What we find in MGO caseloads who are not soliciting donors face-to-face are donors giving the same amounts every year—$2,500, $5,000, $10,000 and sometimes $20,000.
So, you might say, “Well, at least they gave every year and they are retaining those donors.” This is true, but the fact is these donors could be doing so much more if only someone really understood their passions and interests, looked them in the eye and asked them for a transformational gift.
There is so much untapped potential in most major gift portfolios we review, Richard and I sometimes want to tear our hair out!
Now, you may be one of those MGOs I’m talking about. I know I’ve sounded pretty tough in this post, but I do have empathy and compassion for you. It’s hard to ask a donor when you are sitting in front of them for a gift. It can be intimidating and scary. But, you can overcome this.
I know! I’ve seen it happen over and over and the results have been amazing. So, here are a few tips to help you overcome this.
- Make sure you grapple with what Richard and I call the “Heart of Fundraising." Get to a point in your heart and soul that you believe giving is one of the greatest things people can do, and that people want to give. If you can start there, you can really do this face-to-face thing.
- Put face-to-face solicitations in your strategic plan for your portfolio. If you don’t actually write in when you are going to do it, you never will.
- Make sure you are really developing relationships with donors. The key to face-to-face solicitation is that you and the donors already know each other. You feel comfortable with the donor. In your plan, if you know you are soliciting the donor in June, work three to four months back to plan a face-to-face touch.
- Practice. You fear what you don’t know. The way to understand how to solicit a donor is to practice—over and over again. There is no shame in getting every detail worked out before you talk to a donor.
- Do it. At some point, you just have to do it. Believe me, if you have done all the other four steps, you are ready—and so is the donor. Yes, the donor will know what you are going to do if you’ve prepared the solicitation properly.
I know that some major donors have given extremely large gifts over the phone, or even in a direct-mail appeal. I’m sure you have heard those stories. But, it’s rare.
Donors want you to sit down with them and ask for a significant investment. If you are at a point where it’s time to challenge your donors, the only way to get over that hump is to look a donor in the eye, ask for that gift, and watch the joy from that donor wash over their face. You can do it!
Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.