Making fundraising Calls

A. DIALING FOR DOLLARS (call time, 20 to 25 seconds)

On the phone you have no eye contact, no folder, no kitchen table. Compress everything and get to the ask before they get to their excuse.

“[Name], it’s [You]. Do you have two minutes?

I’m running for [office]. I got into this because a neighbor came to me about her sixth grader who reads at a third grade level, and every single person she asked told her the system was working on it. It is not working on it. Two out of three kids in this district cannot read at grade level.

I’m calling because I need [$500] by [Friday] to [get our first mail piece out]. Can you help me with [$500]?”

  • Ask inside the first 30 seconds. Every extra sentence lowers your close rate.
  • Stand up. Smile. They hear both.
  • Have the link ready and text it while they are still on the phone. “Sending it to you right now, can you hit it while we’re talking?”
  • Log the result before you dial the next number. Every time. No exceptions.
  • Four hours of call time beats four hours of anything else you will do this week.

B. THE ROOM OF TWENTY (house party, 3 minutes)

Different mechanics. You are not closing individuals; you are setting a norm and letting the host close.

You speak for three minutes:

“Thank you all for coming, and thank you [Host] for opening your home.

[Tell the story. Same one. Do not shorten it here, this is where it lands hardest.]

That is why I’m running. Parents deserve the real numbers. Teachers deserve to teach reading the way the science says works. And no kid gets pushed forward because it is easier for the adults.

Now, [Host] told me I’m not allowed to leave without asking, so here it is. There are cards on every seat. Most folks here tonight are giving [$250]. Some are doing [$1,000]. A few of you are going to max out, and I will love you forever. Whatever you write down, do it before you leave, because the people who take the card home mean it and then life happens.

Fill it out, hand it to [Host], and let me get back to talking with you.”

Then the host closes, not you.

“[Candidate] is being too polite. I’m asking every one of you to write something tonight. I did [$1,000] and I’m asking you to match me.”

Room rules

  • Brief the host beforehand and get their number committed first. A host who has not given cannot ask.
  • Cards on the seats before anyone sits down. Pens too.
  • Never let them mail it later. Cards in hand before dessert.
  • You circulate afterward and thank people. You do not re-ask. The host re-asks.
  • Get a photo, get the sign-in sheet, and get the names of who they think should come to the next one.

C. THE FOLLOW-UP CALL (“let me think about it”)

Call when you said you would call. This is most of the game.

“[Name], it’s [You]. I said Thursday, so here I am.

You mentioned you wanted to [think it over / talk to your spouse / see how the primary shakes out]. Where did you land?”

Then wait.

“That’s fair. Let me ask it a different way. Is it the amount, or is it me?”

That question is uncomfortable and it works. It gets you a real answer instead of a fourth phone call.

  • If it’s the amount: “What number does work for you?” Take it. Do not negotiate up on a second call.
  • If it’s timing: “Understood. Our real deadline is [June 30]. Can I put you down for [$500] on [June 25] and call you that morning?” Get the date in writing. A pledge with a date is worth ten maybes.
  • If it’s you: Listen all the way through without defending yourself. Then answer the one thing they actually said. You may not win the check. You will learn what your opposition is going to use, and that is worth more than the money.

If they say yes: “Terrific. I’m sending the link right now, can you take care of it while I’m on with you?” Do not hang up first. – follow up in 2 days if they haven’t donated

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