Home Library Translate
A A A
Share »
Follow us on Facebook Follow us on Twitter Follow us on LinkedIn
Connect »

Blog: Fundraising for Nonprofits

Menu

  • This Blog's Home
  • Guest Writer Submissions
  • Policies
  • To Subscribe to a Blog
  • About
  • Feedback

Capital Campaigns #10: Structuring the Solicitation Process

By Hank Lewis, MA, CFRM on December 3, 2010

There are a number of rules for the solicitation of gifts/commitments to a campaign:

A solicitor…
  (1) Must make his/her campaign commitment
  before s/he can solicit commitments from
  others;
  (2) With few exceptions, can only ask for commitments equal to or less
  than that which s/he has made; and,
  (3) Should be the best person to be asking a particular prospect for his/her
  commitment.

Simply, a solicitor, to be credible, should be able to tell a prospect that s/he has already made his/her commitment, and s/he must be able to avoid having the prospect ask, “Why should I make a gift that of that amount when you didn’t?” And, the solicitation is more likely to go smoothly/successfully if the solicitor and prospect have a prior (positive) relationship.

  (4) There is also a rule that limits to 5-6 the number of prospects assigned
  to any one solicitor at any one time. Volunteers should feel that it’s relatively
  easy to solicit the few prospects they’ve been assigned … and you want to
  avoid solicitor burnout.

The number of volunteer solicitors needed in any one Division depends on the number of prospects in that segment of the constituency. For example:

     If a Division has 186 prospects, approximately 36 of those
     individuals would need to be recruited to be solicitors.

     That’s 1 Division Chair … who recruits/educates/solicits
     6 Division Co-Chairs or Vice-Chairs … who recruit/educate/solicit
     30 Division Captains … who solicit the remaining 150 prospects.

There are, of course, exceptions – any number of prospects can be assigned to a solicitor (a few at a time), depending on the willingness of the solicitor, his/her level of success in prior solicitations and the quality of his/her relationships with other likely prospects.

It’s also possible that you can have some solicitors with only 1 or 2 prospects to approach – simply because of the relationship (or lack of such) between the volunteer and prospective donors.

  5) Each solicitor should have a pledge card/form for each assigned prospect …
  with the name of the prospect already on the card. During the solicitation,
  after the specific dollar “Ask” has been made and agreed to, the solicitor
  brings out the pledge card and asks for a signature.

  (6) If, for whatever reason, a prospect is not ready/willing to sign the pledge
  form, it should never be left with the prospect. The solicitor must make
  another appointment to come back to get the card signed. Leaving the card
  risks never seeing it again.

=-=-=-=-=-=-=-=-=-=-=-=-=-=

Have a comment or a question about starting or expanding your basic fundraising program, your major gifts fundraising program or a capital campaign? Email me at AskHank@Major-Capital-Giving.com. With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, we’ll likely be able to answer your questions.

« Previous Next »

Search Our Site

Meet the Blog’s Host

Hank Lewis with Development Consultant Associates has over thirty years as a fundraising consultant and is a specialist in Board and Leadership Development, Capital Campaign, Bequest Program and Major Gifts. [Read more ...]

Recent Blog Posts

  • Show Me … Don’t Tell Me: Say It With Video
  • Video – An Often Overlooked Development Tool
  • Using Video in the Development Process … And Increasing Dollars
  • Corporation Solicitation Programs: Not For Every Nonprofit
  • The Gift Table: An Essential Fundraising Tool
  • The Planning Study: Implementation
  • The Planning Study: Conceptualizing & Preparing
  • Leadership: The Key to a Successful Major Gifts Program
  • Ensuring The Future of Your Nonprofit: Major Gifts Are The Way
  • Top Ten “Rules” of Fundraising

Categories of Posts

  • Accounting For Fundraising
  • Basics and Overviews
  • Board and Fundraising
  • Fundraising & Social Media
  • Fundraising Basics: Concepts & Philosophy
  • Fundraising: Beyond The Basics
  • Fundraising: Capital Campaigns
  • Fundraising: Consultants
  • Fundraising: Corporate
  • Fundraising: Database/Software
  • Fundraising: Direct Response
  • Fundraising: Grants
  • Fundraising: Hiring Development Staff
  • Fundraising: Major Gifts
  • Fundraising: Millennials In Development
  • Fundraising: Planned Giving
  • Fundraising: Planning
  • Fundraising: Special Events
  • Fundraising: The Combined Federal Campaign
  • Uncategorized

Related Library Topics

  • Boards of Directors
  • Capacity Building
  • Consultants (Using)
  • Executive Director Role
  • Financial Management
  • Fundraising and Grantwriting
  • Marketing
  • Program Evaluation
  • Program Management
  • Social Enterprise
  • Staffing
  • Starting Nonprofits
  • Strategic Planning
  • Taxation
  • Volunteers

Library's Blogs

  • Boards of Directors
  • Building a Business
  • Business Communications
  • Business Ethics, Culture and Performance
  • Business Planning
  • Career Management
  • Coaching and Action Learning
  • Consulting and Organizational Development
  • Crisis Management
  • Customer Service
  • Facilitation
  • Free Management Library Blogs
  • Fundraising for Nonprofits
  • Human Resources
  • Leadership
  • Marketing and Social Media
  • Nonprofit Capacity Building
  • Project Management
  • Quality Management
  • Social Enterprise
  • Spirituality
  • Strategic Planning
  • Supervision
  • Team Building and Performance
  • Training and Development
About Feedback Legal Privacy Policy Contact Us
Free Management Library, © Copyright Authenticity Consulting, LLC ®; All rights reserved.
  • Graphics by Wylde Hare LLC
  • Website maintained by Caitlin Cahill

By continuing to use this site, you agree to our Privacy Policy.X