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

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