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Brian Saber | © Copyright 2020 we’ll start shortly Determine the Ask Amount Brian Saber | © Copyright 2020 we’ll start shortly housekeeping if you don’t see your control panel, click on the orange arrow to expand the box. if you’re having audio issues, toggle to “phone call” to get a number to call in on. This usually clears things up. Brian Saber | © Copyright 2020 we’ll start shortly housekeeping you’ll get a link to the recording, as well as a PDF of the slides (within 24 hours) the recording will be in MP4 (video) and MP3 (audio) formats

we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

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Page 1: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

we’ll start shortly

Determine the Ask Amount

Brian Saber | © Copyright 2020

we’ll start shortlyhousekeeping • if you don’t see your

control panel, click on the orange arrow to expand the box.

• if you’re having audio issues, toggle to “phone call” to get a number to call in on. This usually clears things up.

Brian Saber | © Copyright 2020

we’ll start shortlyhousekeeping

• you’ll get a link to the recording, as well as a PDF of the slides (within 24 hours)

• the recording will be in MP4 (video) and MP3 (audio) formats

Page 2: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

Responding to Resistance to Meeting

Brian Saber | © Copyright 2020

Brian Saber | © Copyright 2020

president,asking matters

Brian Saber

presented by

Brian Saber | © Copyright 2020

how to respond

Responding to "No"

in person video chat phone call

email text

Page 3: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

why would the prospect meet?

Responding to "No"

Brian Saber | © Copyright 2020

how to respond

Responding to "No"

we all negotiate throughout our lives

Brian Saber | © Copyright 2020

fact based goal oriented

strategic competitive

driven

asking stylesbig picture high energy creative quick engaging

feelings oriented attentive caring thoughtful selfless

detailed thorough

methodical responsible

observant

Responding to "No"

Page 4: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

your mindset

Responding to "No"

be focused and strongit’s not about you - you are the messenger remember why you love your cause you are not begging it’s not about the money it’s about the relationship your donor is anxious, just as you might be no to a meeting doesn’t mean no to a gift

Brian Saber | © Copyright 2020

acknowledge and appreciate the donor’s perspective

reinforce it’s about building a relationship first and foremost

underscore the donor’s importance

three key steps

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

acknowledge and appreciate the donor’s perspective

Responding to "No"

how to respond

Page 5: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

reinforce the relationship

Responding to "No"

how to respond

Brian Saber | © Copyright 2020

underscore the donor’s importance

Responding to "No"

how to respond

Brian Saber | © Copyright 2020

“I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re an important donor and I’d like to better understand what’s important to you and your impressions about the organization.”

there’s no need…

how to respond

Responding to "No"

Page 6: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

“I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re important to our organization, an in-person conversation would be so much richer and help us get to know you better. ”

we can do it over the phone

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

“I appreciate that and promise to keep our meeting to 30 minutes. And I can meet you wherever it’s most convenient. Would that help? There’s no rush - we can meet whenever you have the time.”

i’m really busy

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

“May I ask you why? Perhaps it’s something I can address.”

“Are you concerned about how the meeting might unfold?”

“You’re important…..”

no thank you

how to respond

Responding to "No"

Page 7: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

“May I ask you to clarify?”

For those who give: “I’m hoping you’re just not interested in meeting, but that you’re still interested in us. Your gift is important to us.”

For those who don’t: “I’m hoping you’re just not interested in meeting, but might still be interested in contributing.”

I’m not interested

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

“I appreciate that - I think we’re all getting tired of it and can’t wait to get back to in person” “But this isn’t just about the gift - it’s about the relationship -and it would be so much nicer to have that conversation. “I know for me the phone is so impersonal. I want to see your face!”

I hate video chat

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

how to respondmight it be you?

Responding to "No"

Page 8: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

is there anything we might do to change your mind?

last ditch plea

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

how to respond

Responding to "No"

Brian Saber | © Copyright 2020

bonus material

bonus materials

Responding to Resistance to Meeting

Asking Matters | © Copyright 2015

Note: When trying to set up a meeting to ask for a gift you should always be clear that this in your intention. Yes, some people will decline to meet knowing that’s what you want to meet about, but that’s okay. You want to meet with people who willingly want to talk with you about their giving. There’s nothing to be gained by meeting under false pretenses and it doesn’t do the relationship any good.

“No need – I plan to give”Thank you so much. We appreciate that. It’s important to us to know our donors better and to hear from them. I’d like to talk to you about what we’re trying to accomplish this year (with this project) and ask you to consider increased support. May we try to find a time that is convenient for you?

“I gave already.”Thank you so much. Your gift and my reaching out to you must have crossed. I’d still love to meet with you to update you on our programs and to get to know you better. May we try to find a time that works for you?

“I’ve already made up my mind.”Thank you so much for caring enough to already have a gift in mind. I’d still love to meet with you to update you on our programs and to get to know you better. May we try to find a time that works for you?

“I’m busy this week”No worries. I’m scheduling meetings over the next couple of weeks and I’m sure we can find a time that’s convenient for you. Can we look at our calendars for next week and the following week?

“This is a busy time of year.”I recognize the holidays are always a mad crush. As you generally give at this time of year I’d love to find even 20 minutes when we can meet before the end of December. Do you have a small window that might work?

Responding to "No"

Page 9: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020

coming upNext office hours:

Tuesday, September 8 - Member Questions Tuesday, September 29 - TBD

Fundraising Masters: Thursday, September 17 - Tony Martignetti Mid-October - Bob Tiede

Responding to "No"

Brian Saber | © Copyright 2020

questions?

Brian Saber | © Copyright 2020

five steps of the ask

Responding to "No"

Brian Saber | © Copyright 2020Responding to "No"

Page 10: we’ll start shortly · “I appreciate that and it’s wonderful we can count on you.” “But this isn’t just about the gift - it’s about the relationship.” “You’re

Brian Saber | © Copyright 2020