I once came up with this but, honestly, I have never tried it. It’s called PIZZA PARTY PLANNED GIVING.
Let me know if you think it will work. Here’s how to do it:
1– Invite a bunch of board members and volunteers to a pizza party
2– Order the pizza
3– While everyone waitings for the pizza, discuss how to make outbound calls to say “thank you” to donors (and I suggest you leave voicemail thank you messages too)
4– Give everyone a cheat sheet with bullet points that outline the following:
-Smile while waiting for the donor to pick up the phone and while talking
-Introduce yourself and immediately tell them that you are NOT calling to ask for money but, rather, you are just calling to say “thank you”
-Immediately ask questions such as:
5– Now, start calling
6– Say “thank you” then LISTEN to your donors… don’t talk much at all… just listen and ask the questions above
7– Before ending the conversation, say, “Oh, and one more thing…. Many people have found that leaving a gift in their will or estate plan to ______________ (especially to honor someone they care about) is a great way to make a very symbolic, meaningful impact— even after their lifetime. Is this something you have ever considered or would be willing to consider?”
8– Be sure the volunteers take notes so your fundraising team can follow-up as needed
9– Eat some pizza, share successes/stories, and count your leads (and uncovered gifts)
I’M SURE YOU WILL UNCOVER PLENTY OF “HIDDEN” GIFTS AND GENERATE TONS OF LEADS. AND ALL IT WILL COST YOU IS A COUPLE OF PIZZAS!
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