The "Ask"SM Blog - Post

10 reasons I like the For Impact | Suddes Group Donor Engagement Tool

by Diane Remin | Thu, 2 Jun 2016

When you are visiting with donors, the conversation is the point.  Put away that Case for Support and pull out a donor engagement tool.

What is a donor engagement tool? 

It’s a large (minimum recommended size is 11x17) sheet of paper divided into 3 sections:

  1. 30,000’:  Why? Purpose simply stated plus 3 compelling core stories.
  2. 14,000’: What? 1000-day priorities. Three interlocking circles, each with a 1-2 word priority.  Additional information focused on impact and success around each circle—any combination of text, graphs, pictures.
  3. 3’:  How? Funding Plan:  Champion, Invite, Support Today, Tomorrow, Forever. 

Why it is effective?

  1. You have to distill why you are doing what you do (purpose) and what your priorities are for the next 3 years (1,000-day priorities).
  2. You get to have 3 priorities, which keeps it simple for the donor.
  3. You are encouraged to include stories—and stories create emotion.
  4. The format invites having a conversation vs. making a presentation.
  5. It quickly reveals the initiative(s) of greatest interest to the donor.
  6. It promotes the use of a permission-based approach to discussing the funding opportunities. This means you may end up talking about a gift on the first visit--with the donor's permsission.
  7. If the donor is hesitating along the journey, you go back up a level and find the point of commitment.
  8. The Today, Tomorrow, Forever format leads you right into legacy gifts without talking about death and dying.
  9. Today, Tomorrow, Forever also make it easy to make a double or triple ask.
  10. And finally, the tool captures some of the excitement of drawing on the back of a napkin with enough elements to structure the discussion, allow the donor to quickly enter your world, and support less experienced volunteers making donor visits.

Thank you, For Impact | Suddes Group. To learn more, visit: www.forimpact.org.

 

 

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