Jewish Education Project - "Date your Donors" Course

Date  your  Donors  How  to  Attract  &  Engage  a  New  Generation  of  Philanthropists

@JonahHalper  www.dateyourdonors.com

My  Name  is  Jonah  Halper  WILL  YOU  MARRY  ME?

My  Name  is  Jonah  Halper  WILL  YOU  DONATE?

Ben  Zander  Composer.  Conductor.  Educator.

Everyone  Loves  You.  They  Just  Don’t  Know  it  Yet.

YOUR  MISSION  IS  ABOUT  WHO  YOU  ARE.

YOUR  VISION  IS  ABOUT  WHO  YOU  WANT  TO  BE.

Dating  Rule  #1  CONFIDENCE

Exercise  #1  

What  is  your  Cover  Story?  Vision  Statements

THE PROBLEM!Hemorrhaging Donors

Times  Square  1950s

Times  Square  2000s

GET  PERMISSION

Dating  Rule  #2  Stand  Out

Exercise  #2  How  will  you  Build  Permission    

&  Human  Connection?

ConnectorsSalesmen

Mavens

Prospecting Donors

Identify the Big Fish Connectors, Mavens, Salesmen

!

Stock the Pond Your Database

!

Feed ‘em Your Mission

!

Go Fishing Solicit them

Identify your Prospects

Personal Tracking Contact Info. Family Info. Assets.

!

Professional Tracking Network and professional priorities

!

Philanthropic Tracking Network and charitable priorities

Dating  Rule  #3  Look  to  your  Friends

Exercise  #3  Create  your  own    

“1  Degree  from  Kevin  Bacon”

Three Degrees of First Contact

Direct Intro Hi David, I want to introduce you to Jonah Halper… !

Referral Hi David, this is Jonah Halper from Pencils of Promise.

Alex Donovan recommended I give you a call… !

Association Hi David, this is Jonah Halper from Pencils of Promise. You may know Alex Donovan. He sits on our board. !

Cold Hi David, this is Jonah Halper from Pencils of Promise.

HOW TO COLD CALL

Be other focused. Guidance. Expertise. Direction.

No Expectations. !

OBJECTIVE: GET THE MEETING.

The New Prospect Pipeline

One on One then, ask them to host

!

Parlor Meetings then, draw on hosts and attendees for an

!

Event Raise new money

Dating  Rule  #4  Rejection  is  Necessary.

Exercise  #4  Create  your  own    

“Other  Focused  Pitch”

Making  the  Ask  Becoming  Partners.  YOU  becomes  WE.

Are  you  seeking  an  LTR?  !

Do  you  call  your  Donors  “Cards”?  

Are  you  making  once  a  year  “booty  calls”?  

Are  you  discussing  VISION  during  the  solicitation?

Dating  Rule  #4  Seek  a  Partner,  Not  a  Wallet.

Q&A

NEXT  SESSION:  Monday,  May  19th  

SOLICITATIONS  &    BEST  PRACTICES

www.ALTRUICITY.com  www.DateyourDonors.com