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Cause Selling: The Secret to Nonprofit Donations

Cause Selling: The Secret to Nonprofit Donations

3h 56mBeginner2022-05-13

Authors

Fundraising Academy

Fundraising Academy

Cause Selling Education

Course details

In fundraising, building relationships is an art form. You need a pragmatic mindset and ample preparation to succeed at identifying, approaching, and cultivating donor relationships. In this course, the Fundraising Academy teaches you how to prospect, manage prospect information, prepare for your first meeting with a potential donor, make a lasting first impression, and more. First, learn prospecting techniques, from securing leads to crowdfunding. Next, explore tactics to optimize the visibility of your organization’s professional social media presence to garner gifts. Uncover ways to conduct phone calls successfully and manage events to build excitement around your organization's cause. Finally, go over some examples of discovery conversations and ways to improve your listening skills. Developing long-lasting and committed donors takes time, and every step along the way is important toward making a successful ask.

Skills covered

Nonprofit ManagementLeadership and ManagementOne-Off

Concepts

0. Introduction

  • 01 - Introduction

1. Key Tactics to Securing Donors

  • 02 - Key tactics to securing donors

2. Referral Prospecting

  • 03 - Securing referred leads
  • 04 - What to ask
  • 05 - When to ask
  • 06 - Three rules

3. Methods of Prospecting

  • 07 - Social media
  • 08 - Influencers
  • 09 - Event prospecting
  • 10 - Direct marketing
  • 11 - Warm calling
  • 12 - Networking
  • 13 - Organization initiated
  • 14 - Organization website
  • 15 - Crowdfunding

4. Managing Prospect Information

  • 16 - Initial recordings of leads
  • 17 - Prospect classification
  • 18 - Scheduling contacts
  • 19 - Automation
  • 20 - Prospects on social media

5. Before You Meet

  • 21 - Researching for success
  • 22 - Qualifying at any point

6. Preparing for Your Job

  • 23 - Pre-approach information checklist
  • 24 - Visualizing successful fundraising
  • 25 - Building self-confidence
  • 26 - Never stop seeking

7. Setting Up Meetings

  • 27 - Timing and location
  • 28 - Building rapport with gatekeepers
  • 29 - Securing the pre-ask meeting

8. Social Media Pre-Approach

  • 30 - The role of social media
  • 31 - Twitter
  • 32 - Facebook
  • 33 - Key tips

9. Telephone Personality

  • 34 - Organizing your calls
  • 35 - Evaluating your voice
  • 36 - First impressions

10. Six Step Telephone Track

  • 37 - The six step telephone track
  • 38 - Introducing yourself
  • 39 - Taking the curse off
  • 40 - Stating the purpose
  • 41 - Interest-capturing statement
  • 42 - Requesting an appointment
  • 43 - Overcoming resistance

11. Meeting Approach

  • 44 - Making the right first impression
  • 45 - Setting the right mood
  • 46 - Judging at first sight
  • 47 - First meeting essentials
  • 48 - Nonverbal approach

12. First Impressions

  • 49 - Nailing the greeting
  • 50 - Taking the lead
  • 51 - Giving the gift of being remembered

13. Interest-Capturing Statements

  • 52 - Getting donor attention
  • 53 - Approach methods
  • 54 - Picking the right approach

14. Making an Impression at Events

  • 55 - Events are important
  • 56 - Before the event
  • 57 - During the event
  • 58 - After the event

15. Need Discovery

  • 59 - How to question and listen
  • 60 - The heart of the process
  • 61 - Central role

16. Questioning Strategy

  • 62 - Maximizing participation
  • 63 - Prepared planning
  • 64 - Focusing the process

17. Participation

  • 65 - Inviting early participation
  • 66 - Conversation example
  • 67 - Closed and open-ended questions
  • 68 - The universal question

18. Building Trust

  • 69 - Questioning techniques
  • 70 - Clarifying questions
  • 71 - Summary questions
  • 72 - Agreement questions

19. Key Donor Questions

  • 73 - Motives for giving
  • 74 - Defining success
  • 75 - Assessing frustrations
  • 76 - Right fit
  • 77 - Commitment

20. Art of Listening

  • 78 - Improving listening
  • 79 - Listening tips
  • 80 - Capitalize on speed of thought

Conclusion

  • 81 - Summary

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