3 simple steps to get more money from donor-advised funds (DAF's)

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Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2012 Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers around the world zero in on the donors most ready to support their organizations and institutions with major and legacy gifts.

STEP 1- Find out who has a donor-advised fund (among your supporters, advocates, donors, members, alumni, subscribes, etc.)
80% of your problem will be solved once you have that list. MarketSmart helps hundreds of nonprofits get this information (which you can’t buy from a wealth screening company).
STEP 2- Engage with the people that have a donor-advised fund
Make sure your outreach is personalized and relevant. Align your mission and programs with their philanthropic interests. Remind them that they can be a hero in their own life story. Make it easy! Make suggestions for how they might want to use their DAFs. Here’s a cheat sheet on the topic.
STEP 3- Ask
Employ a hard ask by simply saying, “Have you ever considered using your donor-advised fund to support _________?”
Or, use a soft ask by making suggestions for how they might want to use their DAF. Again, use this cheat sheet.
BONUS: Remember to say ‘thank you’, show proof impact and make them feel good.

Related Posts:

>>Why I don’t cry foul when I hear how much money sits in DAFs
>>Podcast Episode: Donor-Advised Funds (Episode 12, Season 1 – Engagement Fundraising)

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