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.
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