lori jacobwith art of asking hfh march2011

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The Art of Asking

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Slides from Art of Asking mini-workshop at HFH MN Statewide conference, March 12, 2011.

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Page 1: Lori Jacobwith Art of Asking HFH March2011

The Art of Asking

Page 2: Lori Jacobwith Art of Asking HFH March2011

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Who is here?

Page 3: Lori Jacobwith Art of Asking HFH March2011

Lori L. Jacobwith

• 20+ years as a communication strategist & fundraising coach

• Measurable: Helped organizations raise over $100 million in last 10 years.

• Impact: My work creates environments where people find ease in their work with, and their conversations about money.

3

Page 4: Lori Jacobwith Art of Asking HFH March2011

Where we are heading today

Page 5: Lori Jacobwith Art of Asking HFH March2011

Why is asking for money so

hard?

Page 6: Lori Jacobwith Art of Asking HFH March2011

Money moves toward boldness and

clarity of communication

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Page 7: Lori Jacobwith Art of Asking HFH March2011

What, if anything, do you LIKE to ask for?

What makes it ok?

Art of Asking

Page 8: Lori Jacobwith Art of Asking HFH March2011

• Telling Your Story - Intro

• Asking – Take Action

• Maximize Relationships – Stay Relevant

• Managing Data

The Secret to Fundraising:

Clear, Bold Communication

Page 9: Lori Jacobwith Art of Asking HFH March2011

46% of donors stop giving for reasons

connected to “a failure to

communicate.” ~ Penelope Burk & Cygnus Applied Research

Page 10: Lori Jacobwith Art of Asking HFH March2011

1. Listen.

2. Connect with your community where they are.

3. Allow your community to spread your messages.

Communication

Page 11: Lori Jacobwith Art of Asking HFH March2011

The question is not about how to “get the money.”

Rather the question is about our own relationship with money.

Art of Asking

Page 12: Lori Jacobwith Art of Asking HFH March2011

How does money given bring joy?

What is the financial legacy you want to leave at your organization?

Page 13: Lori Jacobwith Art of Asking HFH March2011

1. There’s never enough.

Three Toxic Myths of Scarcity

Page 14: Lori Jacobwith Art of Asking HFH March2011

2. More is better.

Three Toxic Myths of Scarcity

Page 15: Lori Jacobwith Art of Asking HFH March2011

3. That’s just the way it is.

Three Toxic Myths of Scarcity

Page 16: Lori Jacobwith Art of Asking HFH March2011

Think for a moment about the very first time you made a financial contribution

Art of Asking

Page 17: Lori Jacobwith Art of Asking HFH March2011

Money flows like water

Page 18: Lori Jacobwith Art of Asking HFH March2011

In 2009, $303.75 billion was contributed to charities in United States.*

Breakdown of charitable giving:

• 4% from corporations

• 13% from foundations

• 83% from individuals (includes bequests)

*Source : Giving USA, June2010

Page 19: Lori Jacobwith Art of Asking HFH March2011

“Feeling good is what nonprofits sell.”

~ Seth Godin, Author & Marketing guru

Page 20: Lori Jacobwith Art of Asking HFH March2011

The most overlooked & important component of development.

Communication

Page 21: Lori Jacobwith Art of Asking HFH March2011

Fundraising is a call to conversation and

to relationship.

Not just a transactional act.

Art of Asking

Page 22: Lori Jacobwith Art of Asking HFH March2011

NEED exists when something is missing

Page 23: Lori Jacobwith Art of Asking HFH March2011

Funding gap? - What’s yours?

Page 24: Lori Jacobwith Art of Asking HFH March2011

What do you ask for?

Art of Asking

Page 25: Lori Jacobwith Art of Asking HFH March2011

What problem do you help solve?

Habitat for Humanity

Page 26: Lori Jacobwith Art of Asking HFH March2011

Identify

Engage

AskRecognize

StewardThe Art of

Asking

Page 27: Lori Jacobwith Art of Asking HFH March2011

Identify

People who are:

• Passionate about your work

• Inspired and…

• Are excited/interested to know more

Page 28: Lori Jacobwith Art of Asking HFH March2011

Identify

Engage

The Art of Asking

Page 29: Lori Jacobwith Art of Asking HFH March2011

Engage

Invite Personally

• Delivered via the donor’s preferred medium

• Timed to the donor’s pace

• Focused on the donor’s self interest

Page 30: Lori Jacobwith Art of Asking HFH March2011

Invite

Page 31: Lori Jacobwith Art of Asking HFH March2011

Invite Practice

Find a partner quickly

• Sit with backs to each other

• Ask for a meeting with that person.

• You know them. They have not yet given to Habitat for Humanity.

• After one person gets a yes to set a meeting or attend an event, switch!

• Give each other feedback.

Page 32: Lori Jacobwith Art of Asking HFH March2011

Debrief

Page 33: Lori Jacobwith Art of Asking HFH March2011

• What’s Working?

• What’s Missing?

• Share a story causing people to feel something & take action

• Listen

Art of Asking

Page 34: Lori Jacobwith Art of Asking HFH March2011

Break

Page 35: Lori Jacobwith Art of Asking HFH March2011

The Art of Asking – Part II

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Brief review

Page 37: Lori Jacobwith Art of Asking HFH March2011

70% of donors say the value of their first gift is

considerably less than they could have made at the

time you asked.

Art of Asking

Page 38: Lori Jacobwith Art of Asking HFH March2011

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Only ask the people who want to say yes.

Page 39: Lori Jacobwith Art of Asking HFH March2011

Signs They Are Ready

Page 40: Lori Jacobwith Art of Asking HFH March2011

1. Do you know they are ready?

2. Specifically what will be asked for?

3. Does the donor have an abundance of what you will be asking for?

4. What concerns might the donor have about saying “yes” to your request?

5. Why would the donor say “yes”?

6. Who will be asking?

7. Where will the ask take place?

Preparing for the ASK7 Crucial Questions

Ask

Page 41: Lori Jacobwith Art of Asking HFH March2011

Art of Asking

Expand your pool of askers:

• Former board

• Non-development staff

• Volunteers

• Donors

• Vendors

• Others?

Page 42: Lori Jacobwith Art of Asking HFH March2011

Simple framework for generating $ or support:

1) What’s your current funding gap?

2) What would your organization do with more money or members? Humanize this.

3) What is one simple action you want people to take?

4) Cause people to feel something.

5) Communicate regularly

Communication that generates Action

Page 43: Lori Jacobwith Art of Asking HFH March2011

• What’s Working?

• What’s Missing?

• Share a story causing people to feel something & take action

• Listen

Art of Asking

Page 44: Lori Jacobwith Art of Asking HFH March2011

Ask #1

Page 45: Lori Jacobwith Art of Asking HFH March2011

Ask Practice

Find a partner quickly

• Ask for something substantial to you (must be money)

• Donor should say Yes at some point

• After one asks, the “donor” should give feedback

• Switch!

Page 46: Lori Jacobwith Art of Asking HFH March2011

Debrief

Page 47: Lori Jacobwith Art of Asking HFH March2011
Page 48: Lori Jacobwith Art of Asking HFH March2011

Role Play #2

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Ask Practice

Find a different partner• Ask for a substantial

monetary gift

• Donor should say No

• After one asks, the “donor” should give feedback

• Switch!

Page 50: Lori Jacobwith Art of Asking HFH March2011

Debrief

Page 51: Lori Jacobwith Art of Asking HFH March2011

How can you turn a no into a yes?

Page 52: Lori Jacobwith Art of Asking HFH March2011

Final role playTurn no into a yes

Page 53: Lori Jacobwith Art of Asking HFH March2011

Debrief

Page 54: Lori Jacobwith Art of Asking HFH March2011

Identify

Engage

AskRecognize

Steward

The Art of Asking

Page 55: Lori Jacobwith Art of Asking HFH March2011

Simple framework for generating $ or support:

1) What’s your current funding gap?

2) What would your organization do with more money or members? Humanize this.

3) What is one simple action you want people to take?

4) Cause people to feel something.

5) Communicate regularly

Communication that generates Action

Page 56: Lori Jacobwith Art of Asking HFH March2011

“In all you do, act as if it’s impossible

to fail.” ~Jerold Panas, Asking

Page 57: Lori Jacobwith Art of Asking HFH March2011

Tell:

One thing you learned or inspired you

Your next action

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Blog and monthly e-Newsletter

Membership – special offer

Key Note & Breakout Sessions

Customized Fundraising ActionPlanning Sessions

Connecting with Lori

Page 59: Lori Jacobwith Art of Asking HFH March2011

[email protected]

www.LoriJacobwith.com

952- 949-2105

http://twitter.com/LJacobwith

Lori Jacobwith

Thank you!