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

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