Notes
Slide Show
Outline
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Fundraising: Events & Call Time
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Tonight’s Trainers
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Objectives for this Session
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Tonight’s Focus
  • Your Finance Plan
    • Goals
    • Benchmarks & Timelines
    • Targeting
    • Tactics
  • Events & Call Time
    • Most frequently used (and misused) fundraising tactics
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Fundraising Events
AKA ‘Partying for Dollars’
  • Different Kinds of Events
    • Dinners & Galas
    • Concerts, etc.
    • House Parties
  • Attendees (donors) get entertainment and exposure to the campaign
  • Campaigns get contributions
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Events: Strengths & Challenges
  • Strengths
  • Engages the donor
  • Gathers a large group of donors to one place
  • Works for any level of donor
  • Challenges
  • Time and Labor intensive
  • Requires formal recruitment effort
  • Cost over-runs possible
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Events: Return on Investment
  • People Cost = High
  • Money Cost = High
  • Time Cost = High
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Setting Up a House Party Program
  • Budgets & Goals
    • Spend very little
    • Raise very much
  • Hosts do the work
    • Find a host or host team
    • Set a time and place
    • Create your own list
  • Invite your list
    • Phones, direct mail, email
    • RSVP goals & attendee goals
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Throwing a Party
  • Your “Guestbook” = data capture
  • Collect the money
  • Mingle
  • The Pitch
    • Personal story
    • Campaign context
    • Solid “Ask”
  • Collect the money
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The “After Party”
Following Up
  • Track event data
  • Thank you letters
    • Hosts
    • Donors
    • Attendees
  • Recruit at least 2 future hosts at each party
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Listener Submitted Questions
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Call Time
AKA Smilin’& Dialin’
  • Candidate with a staffer in a distraction proof room
  • Series of individual conversations
  • Targeted list
  • Formalized and scheduled process
  • Priority # 1!
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Call Time: Strengths & Challenges
  • Strengths
  • Personal contact = High Yield
  • Low financial cost
  • Challenges
  • Time intensive
  • Candidate frustration
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Call Time: Return on Investment
  • People Cost = Low
  • Money Cost = Low
  • Time Cost = High
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Before You Call
  • Know your list


  • Determine your tracking systems


  • Block-off time and secure a distraction-proof space
  • You’ll Need
  • Researched call sheets
  • Download sample call sheet
  • Call tracking sheets
  • Download sample call tracking sheet
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Time to Call
  • Two person operation


  • On time, on track


  • Quantify benchmarks


  • Close the deal
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Hang Up and Get to Work
  • Follow-up notes immediately after the call


  • Track your data ASAP


  • Go after your pledges


  • Staff does most follow-up


  • Get Thank You’s out quickly
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So…What do you say?
Mastering “The Ask”
  • The 5 C’s
  • Connect
  • Context
  • Commitment
  • Catapult
  • Confirm
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The Set Up
  • Connect
    • Human invitation
    • Listen
  • Context
    • Problem
    • Solution
    • Urgency
  • Commitment
    • Solid Ask
    • Ask for a specific & targeted number (and ask high!)
    • Listen
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The Follow Up
  • Catapult
    • Get excited, thank them!
    • Set up a follow up plan
    • Thank them again
    • Utilize their networks
  • Confirm
    • Collect the $$$
    • Track your results
    • Cultivate a relationship
    • Ask again
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Listener Submitted Questions
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Homework
  • Use one or both of these tactics to raise $500 for your DFA group or candidate
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Thank you for joining us!
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DFA Training Academy