Uncovering a Pot of Gold in Prospect Research
March 15, 2017
The First Step to Donor Retention is Tracking It
March 30, 2017

A Solicitation Tool for You

This week, we’re sharing one of our most versatile solicitation tools with you. Adapt it, make it your own, and start using it today!

It’s a visual Campaign Status tool designed for when you (or your volunteers) are making in-person asks. 

The Campaign Status tool:

  • Shows the prospect exactly what you need in order to reach your goal.
  • Helps the prospect understand where their gift fits in to the big picture.
  • Makes it super easy for you to broach the dollar amount and put it in context.

Heck, if you or your volunteers get nervous about saying an amount, you can just point to the number!

You’ll see that the Campaign Status Tool includes a blank box for every gift needed and filled in boxes for gifts received or pending. By “pending” we mean that a viable gift has been requested and the prospect is actively considering making the gift.

It also has room at the bottom for a reminder to the donor. In this sample, we’ve made sure the prospect knows that gifts are tax deductible and can be paid over a number of years.  You can replace this language with whatever works for you.  A simple “thank you for considering a gift” would work.  Or, you could make a mission connection like “your gift will make every child in our community safer.”

The sample we’ve given is for a $1 million capital campaign, but you could use it for:

  • Event sponsorships
  • Special projects or initiatives
  • Annual fund
  • Endowment campaigns
  • And more

You can even use it as a reporting tool to keep your board and staff up to speed on your progress.  Just like a thermometer!

The main thing with this tool is to keep it up to date with every new gift that comes in.

We’ve also included it in excel here so you can easily cut and paste to adapt it to your latest and greatest fundraising project.

Tip:  Some campaigns work better in a horizontal format.

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