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

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