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.
>>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)
If you’ve read our other posts about LinkedIn, you understand that the point of your…
When we conduct our Vital Signs Assessment, looking for indicators of fundraising success or struggle…
For the most part, everyone agrees that metrics are good. Accountability is good – even…
"Where do we find donors?" I'm asked that question quite a bit. To begin, let's…
FUNDRAISE SMARTER, NOT HARDER: How to Leverage Automation for Optimal Results May 8, 2024, at…
Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work…