Making the Case – March 27th, 2018

When we recorded this piece we didn’t expect it to be our last recording, but how fitting to close the series by talking about how to define success.

The dreaded quid pro quo, which in fundraising means board members asking friends and family whose causes they then have to support, was worthy of its own topic. Jerry shares how the field has changed and the work we still have ahead of us. How much of your board members’ fundraising is quid-pro-quo fundraising?

What does “maybe” mean? Is that a good answer and how do you investigate further? Maybe often means you’ve asked in that sweet spot – when a gift is doable yet meaningful – but takes thought. Also, we had quite an intimate moment when we compared notes on the most meaningful gift each of us had ever made.

One day we agreed that I’d just throw a bunch of classic fundraising questions and Jerry would give quick answers. From “can you take more than two people to a solicitation meeting?” to “what are the key elements of every ask?” this fun session covered a lot of ground.

Though Jerry and I had worked together for a number of years, I finally got Jerry to take the Asking Style Assessment during one of my visits. You might be surprised by Jerry’s results, as was I, though that was due to my falling back into the same stereotype of a fundraiser our field needs to dispel!

We came back to the subject of boards because they’re so critical to fundraising. Here Jerry talked about how boards evolve and what that means for their composition. How do you evaluate board members to ensure they are performing well? And how does the board evaluate a CEO, especially a long-serving one.

Who sooner to learn words of widsom from than Jerry Panas. How about “donors will forget what you said, and what you did, but never forget how you made them feel”? Or the B.O.Y. Rule. Any ideas what B.O.Y. stands for?!

Jerry spent much of his career leading and advising on big campaigns, where the case for support is so critical. Here Jerry shares why a strong, written case is so important, and what the key elements of the case are.

When you know a donor well, it’s easier to prepare for a meeting. What if you don’t know everything you want to know? How much can you find out during the meeting? Learn from Jerry how he prepared for meetings.

You know listening is critical in fundraising, but how much should you listen? How do you make sure you spend your time listening? As Jerry says, “no one ever listens themselves out of a gift.”