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

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

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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