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4
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- Your Finance Plan
- Goals
- Benchmarks & Timelines
- Targeting
- Tactics
- Events & Call Time
- Most frequently used (and misused) fundraising tactics
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5
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- 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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- 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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- People Cost = High
- Money Cost = High
- Time Cost = High
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- 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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- Your “Guestbook” = data capture
- Collect the money
- Mingle
- The Pitch
- Personal story
- Campaign context
- Solid “Ask”
- Collect the money
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- Track event data
- Thank you letters
- Recruit at least 2 future hosts at each party
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- 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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- Strengths
- Personal contact = High Yield
- Low financial cost
- Challenges
- Time intensive
- Candidate frustration
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- People Cost = Low
- Money Cost = Low
- Time Cost = High
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- 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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- Two person operation
- On time, on track
- Quantify benchmarks
- Close the deal
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- 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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- The 5 C’s
- Connect
- Context
- Commitment
- Catapult
- Confirm
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- Connect
- Context
- Commitment
- Solid Ask
- Ask for a specific & targeted number (and ask high!)
- Listen
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- 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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- Use one or both of these tactics to raise $500 for your DFA group or
candidate
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