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Speaking of Fundraising: The Anatomy of a Major-Gifts Ask

August 2008 By F. Duke Haddad
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Henry Rosso, a legendary modern fundraising professional, created several working philosophies from his book, “Lessons from a Master’s Lifetime Experience.”

One, people need and want to give, yet many do not know how, to whom or how much. Second, people should be able to give according to their means, their own interests and their own inclinations, without pressure. The decision should be theirs.

Finally, solicitors should always focus on the mission and not on budgeted needs of the institution. The solicitation is the simple process of taking a concern and sharing that concern with another individual.

Close your eyes and think about years ago when you were in a dressing or locker room before a big game, ready to sing in a choir performance, play in a marching band or give a speech. At that time, you were transformed and caught between being an individual (self) and being a member of the group you were representing (institution). The struggle between self and institution became blurred mostly because you wanted to perform well and promote team success as a result of your efforts.

While you’re at it, think of the institution you represent today as a fundraising professional. What are its strengths, weaknesses and purpose for its existence? What service does your institution provide, and how does it fit in that context? Does your fundraising plan and individual/institutional philosophy blend well with your personal beliefs? Are you representing the institution as a sales representative or are you fully, emotionally and passionately linked to the institution that you serve? Does the individual (you) represent the organization with passion, commitment and dedication, and are you fully convinced that investments in philanthropy are put to good use?

In short, are you fully prepared physically, mentally and emotionally to make the best personal solicitation possible?

Fundraising professionals fall into many categories. Some love to manage and administer funds, promote impersonal fundraising practices and do everything to avoid personal solicitations. Many development professionals totally enjoy the cultivation, stimulation and education of personal solicitations, but find it hard to close gifts due to a lack of knowledge of soliciting techniques. The ultimate development professional loves the challenge of resource acquisition and can integrate education in the process of closing gifts. If that individual exists in your organization, use him or her to make major-gift/planned-gift solicitation calls.
 
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Most Recent Comments:
Gregory Ramey - Posted on August 19, 2008
This was an extremely well written and very informative article!
Jeff Dobkin - Posted on August 13, 2008
Thanks for this great article. I'm a strong writer but a neophyte in live gifting presentations. In the world of fluffy and poofy articles, this one is reality-based and helped me a lot. Thank you. Jeff Dobkin
Click here to view archived comments...
Archived Comments:
Gregory Ramey - Posted on August 19, 2008
This was an extremely well written and very informative article!
Jeff Dobkin - Posted on August 13, 2008
Thanks for this great article. I'm a strong writer but a neophyte in live gifting presentations. In the world of fluffy and poofy articles, this one is reality-based and helped me a lot. Thank you. Jeff Dobkin