FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Who is a Prospect and When Should I Stop Bugging Them?

Who is a Prospect and When Should I Stop Bugging Them?

Dear Kim,

How many times do you ask someone for a meeting to discuss a major gift? We are in a small, quiet major gifts campaign. Solicitors have gotten an initial interest when talking with prospects when they have invited them to an event which they cannot attend but say they are interested in our mission. Then the solicitors get into a lot of voice mail and phone tag when trying to set up a meeting or extend an invitation to another event. Do you get to a point where you just give up–and if so, when is that? Or do you come right out and ask them if they want you to stop bugging them? Or do you try to connect with them indefinitely? This has been going on for 4-5 months in some cases.

—Don’t know when to quit

Dear Quit,

Before I answer your questions, I want to ask another question which may get at the root of your problem: are the people you are calling “prospects?” They don’t sound like it. A prospect is someone we know personally or we know someone who knows them (i.e. your friend, Jane Smith, gave me your name). A prospect is someone we know believes in our cause and we know gives away money. In fact, we have good reason to believe they could give what we are asking them. It sounds like you are calling people who believe in your cause and give away money, but you don’t know them personally and you don’t have a personal contact with them. A person who is invited to an event, but can’t (or doesn’t choose to) come, but expresses support for your mission is not really a prospect. So, I would go back to the drawing board and make sure you are really working with properly qualified prospects.

Having said that, let’s look at your questions. Playing phone tag tells me you have someone who is interested and I would keep playing phone tag until you are able to make contact. Leaving voicemail messages is another story. I would try 4-5 times and then stop. At the 4th or 5th call, your message says you will send them more information and you hope they will be able to help. Then do that and move on. If you are a really close friend of the person you are calling, you can ask if you are bugging them, but in general I would not personalize it that way.

Remember, even in a really well run major gifts campaign, only about half of the people you have on your list will wind up giving you anything.

—Kim

Originally published in the Grassroots FundRaising Journal. FundRaiser users can subscribe at a special rate of $30/year by entering is "$30" in the coupon code field on the second page of the subscription process.

Learn more about how FundRaiser Software can help you with your major gifts campaigns:

FundRaiser's core features

Cultivate a "Grass-Roots" Fund-Raising Campaign fo...
Moving Members Up The Giving Ladder

Related Posts

Wait a minute, while we are rendering the calendar
donor retention rate repeat donors tax summary letters letter donor slip major donors donor targeting flash sales gift acceptance policy training happiness FundRaiser Basic adding personal notes to letters End of Year Letters government grants online donations building donor relationships password protection role of nonprofits Facebook passwords grassroots campaign arts personalizing letters spreadsheets Thanksgiving ROI upgrading donors user interface premiums raffle importing csv donor profile small donations transparency pictures recurring gifts donor engagement Thank You fundraising grants GoFundMe project major gift prospects letter templates tech tip donor attrition look and feel board members donor ticket sales security donor advised funds mission driven donor source donor contact information membersip benefits mailing reports brick campaign salutation fundraising letters Tickles Task List advanced tab add ons Groupings prospects technical support vacation entering auction gifts donor loyalty donor recognition Excel operating systems banquet community broadcasting #GivingTuesday corporate sponsors PayPal endowment campaign communications Crowdfunding Campaign customer portal appeal lapsed donor data analysis National Change of Address annual campaign monthly giving large donations segmenting donors donor attrition rate holiday ticketsales phoning donors operational costs NCOA processing data entry GivingTuesday overview Donor Portal Resiliency general targeted mailings Constant Contact legacy giving announcements SYBUNTS foundations planning community arts nonprofits merge notes holiday letters capital campaign Reminders volunteers publicity materials Importing Data correspondence FundRaiser Spark event management welcome packet mode code pledges holiday giving the Ask membership programs planned giving follow up donor relations how-to videos memorial giving data conversion tribute gifts Facebook campaign motivation Reporting to IRS case study new leadership giving history development director new version texting donors features Company culture Snow Birds Alternative Addresses gift entry thank you letters office how to handle auction gifts anonymous donors accounting software new features alumni updates animal rescue campaign management relationship tracking training tip Volunteer module new donors Codes customer service Network for Good budget LYBUNTS New Year donor prospects upgrade donor retention merge fields social media product news online donations annual maintenance plan moves management on site training charity golf tournaments disaster relief giving levels email solicitors custom page appeal letters Congratulations direct mail auction new nonprofit change of address updating gift notes field campaign community supported gardens support backing up data donation history membership benefits nonprofit fundraising donor preferences increasing giving amounts understanding giving trends spare fields volunteering correspondance FundRaiser Hosted Personalizing In-Kind gifts motivation code Cloud in honor of donations user spotlights word processor

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password