The Shehane Group

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By John Shehane

If you’re a development staff person, chances are you’ve made a gift to a nonprofit. Hopefully, it made you feel that wonderful little tinge associated with the “joy of giving.” It’s that feeling we want to share with others. Events and direct mail and telephone banks have their rewards, but it’s giving or getting a major gift that brings elation to most professionals. This brief article is about the joy of getting.

Pretend this is you.

You’re a prospective donor – a respected civic leader, captain or at least lieutenant of industry –an obvious target of the solicitations and engagement activities of multiple nonprofits (such as your church or perhaps the super sleuths in the alumni office of your alma mater who have finally found out where you live). You serve on a few boards, some more actively than others, and dread the call that you know leads to one of two onerous tasks – giving or getting money. Which do you prefer…the former, the latter or perhaps neither!

Here are some questions you might ask yourself if approached to give.

Who’s asking?

Exactly who is calling wanting to come to my home or office to pose the important question? Is it someone I respect? Someone who flatters me by personally calling or visiting, or is it a minion of the person I’d prefer to see…a secretary, paid fundraiser or unknown volunteer recruited to ask me?

Or perhaps it’s a combination of people. If a social or business peer or the CEO of the organization called me, would that be so much more acceptable than if a secretary called on behalf of the peer or CEO? Was the peer or CEO so busy or self-important that they couldn’t take the time to make this call themselves? Am I of such little importance to them that they sent a flunky or a hit person to do the job?

Has this person asking me for money made a gift that relatively speaking is as significant as what they are asking me to do?

Do I owe this person a positive response because they responded to me positively before? Do I want to be positive in my response to continue my solid relationship with this person? Or, can I buy them off with a relatively small gift or even beg off the commitment and be done with it? (Go ahead and admit it. We’ve all been “bought off” by a donor’s offer of a minor gift just to get rid of us. Consequently, minor gets are difficult to celebrate.)

Why are they asking me instead of someone else?

What makes them think I will want to help? Are they making this call or visit just because they value my money? Have I given before and if I did, can I remember whether or not I’ve heard from them since? Have I been a volunteer and had some other direct role with their activities? Have I directly or even indirectly benefited from their work? Have they helped someone I know or care about?

Would my support of this nonprofit benefit my business or raise my prestige in the community? What’s in it for me that suggests I’m someone they should ask for a gift?

Who will know of my response to this request? And while I’m thinking about this, why haven’t they considered that others might be involved in the gift decision – my spouse, for example? Are they aware of how decisions about giving are made in our family?

Why now?

What’s the urgency about this? Is the nonprofit in crises? Will a match or deadline pass soon if I don’t help? Would their work be hampered in some way if I and the others they are asking don’t make commitments right now? Will my gift put them over the top if it is realized before a certain deadline? Do they want to use my gift to leverage others? Couldn’t I put this off for a time?

Do I care?

This is the values question. What is it about this organization that resonates with me if at all? Do their work and service goals match what’s important to me, my family, my community and the world at large? Has this person suggested aspects of the organization or this particular project or campaign that have impact and meaning in my life? Is the goal something I really want to see happen?

Do I have “it” to give?

Here it is – the dollar figure they want. Can I do what this person suggests? Do I have the resources to fulfill the ask, currently or available to me in a reasonably responsive time period?

Are we talking assets or cash or in-kind or planned gift or a combination of all or some of these? What are my options for meeting the request? Did the person ask me at just the right (or wrong) time? Do they not know my circumstances and capacities? Am I flattered by the amount they asked for…thinking I have “that” kind of money. Or am I insulted by the amount, wasting my time with a frivolous request, telling me that whatever I care to do is fine? That’s like saying, their work isn’t all that important, isn’t it? Did they ask me for time I can’t spare or to perform a task that I can’t perform no matter how much help they offer me?

Do you think through all or some of these questions when asked for a gift? If not, then to you this is not a major gift under consideration. If you’ve ever asked for a “major” gift – that is major from your perspective – and the donor responded almost immediately with a yes, then you are fairly safe to assume you didn’t ask for enough and likely that, to the donor, the gift may not be all that major. .

Engineering major gift solicitations requires professionals to think through as many of these questions as can be logically answered. If the time to do so isn’t taken, expected results will not follow. Perhaps these questions will stimulate professionals and volunteers in your organization to think about how they might have answered these questions and how they can make your major gifts program more effective, leading to real ownership of the solicitation process. Too often, professionals and volunteers alike short-cut the development of solicitation strategies, failing to realize that the “getting” of each major gift is, in and of itself, a campaign.