12 Tips for Continuing to Raise Money in Tough Times

By Bob Demont, CFRE, President

The Great Recession has spawned the greatest philanthropic challenges of my 32-year fundraising consulting career. But, a review of Demont’s 72 campaign clients over the last five years, who in combination have raised more than $200M, reveals strategies to cope with the current economic downturn. From our mix of youth, cultural, education, faith-based, environmental, health, and human services campaigns conducted primarily in the New England region, we’ve identified the following 12 Tips for Continuing to Raise Money in Tough Times.

  1. Sharpen your case for giving by zeroing in on the values closest to the homes and hearts of your strongest supporters and stakeholders. NOTE: How do you know what they value if you do not listen to them?
  2. Design a comprehensive campaign that makes sustainable and/or increased annual giving the top priority followed by programmatic growth and/or expansion. NOTE: Capital campaigns can still be successful, but endowment has dropped considerably among donors’ priorities.
  3. Lengthen the quiet phase of your campaign to allow more time for optimum preparation.
  4. Hold-off on announcing your goal publically until you have commitments totaling 65-75% of your goal.  The old rule was 40-50%.
  5. Continue conducting planning study interviews throughout your campaign; the shelf life of a planning study is now just 6-9 months, when it used to be 12 months.
  6. Plan for 95% pledge collection rate. The old rule was 97%.
  7. Insist upon higher levels of comprehensive performance and closer monitoring of quarterly goals/targets and asking yields by staff/counsel/Board. Demont’s Diminishing Returns Concept in Campaigns provides useful benchmarks for analysis.
  8. Improve your professional training by utilizing a positive approach to helping volunteers make effective asks.  Asking Matters can help your volunteers identify their personal Asking Style.
  9. Expand the repertoire of the kinds of asks made of your unique and more sophisticated prospects and ensure these prospects a asked by your most adept solicitors. Demont’s SMARTASKS can help you tailor your ask.
  10. Build strong relationships with Board leaders so that they own both challenges and solutions.  Click here FMI about Board Chair Training and Counsel services provided by Teri Bordenave.
  11. Know your major donors better than ever by practicing active listening in more frequent and meaningful contacts.  Click here for good resources on active listening.
  12. Conduct Demont’s Culture of Philanthropy Evaluation (COPE) for a productive pathway to sustainable and increased philanthropy whether in a campaign or not. Click here for more information on Demont’s new COPE services.