11 Suggested Guidelines For Fundraising Solicitation

1. YOU MUST SEE ALL MEMBERS FACE TOdedicated synagogue member and perhaps a
FACE: DON'T SOLICIT ON THE PHONE Our aim isvolunteer for the campaign. If you can convince
to produce a significant change in the member'ssomeone that there is a momentum in the
attitudes and actions. That is not easy tocongregation, and that their participation is needed
accomplish. It takes a lot more than a phone call;now-not just for money, but or the leadership
it requires a two-on-one, face-to-face meeting.they can provide in bringing others along--then
Use the telephone only to make an appointmentyou have achieved so much more than one gift.
to see someone personally.Constantly stress this--because it is true: If we
2. WHEN AND WHERE YOU MEET ISraise only money in this campaign, we have not
IMPORTANT Try to make the meeting place onentirely succeeded. Our task is to raise active,
neutral ground, with plenty of time to talk thingscommitted Jews, proudly supporting the
over. A leisurely meeting over the lunch table-anysynagogue's future. We are not just building a
place where you come together on equal terms-isbuilding, we are building a community!
best. A hurried appointment at the office is worst.7. SOLICIT WITH SOMEONE ELSE A two-on-one
The discussion will be subject to interruptions.solicitation is more effective than a one-on-one. If
3. GO IN PREPARED: KNOW HOW MUCH TO ASKthere are two people, it is like the congregation
FOR Learn as much as you possibly can aboutcoming to meet. With two solicitors, one can pick
your fellow members before you go out. Whatup the ball when the other runs out of steam.
are their interests? What is their attitude towardOne word of caution--make sure both solicitors
being a member of the synagogue? What doare committed to hanging in. If one says "That is
they give to other causes, Jewish or general?a very nice gift", the other solicitor has lost the
Don't let a big figure scare you. Often people arechance.
flattered by a generous estimate of their capacity8. PICK UP THE APPROPRIATE SIGNALS The
to give, and aiming high will help you get a biggermember is always giving out signals--by what he
contribution. Asking for a specific amount is crucial.she says, verbally or through physical movement.
4. BE A GOOD LISTENER AS WELL AS AWatching and listening will help you do your job.
CONVINCING TALKER Keep your eyes and earsBe careful to look for signs of boredom. If you
open during the solicitation. Don't just talk atare reeling off statistics, or telling about your
someone. Ask questions and scan for particularexperiences or ideas, and attention is starting to
concerns and motivations. Focus your solicitationdrift, switch tracks fast and take another
on responding to their needs, not yours!approach.
5. DON'T TALK TOO LONG A lengthy, ramblingTry to read the member's attitude-engage and
presentation is a good way to lose the member'sget feedback.
interest, to dissipate any inclination to respond9. DON'T APOLOGIZE It is easy to let an
favorably. WE HAVE FOUND solicitations TO haveapologetic tone slip out without realizing you are
five basic parts: a. THE OPENING-will it capture thedoing so. Guard against it. You are a vital link in
member's interest? Does it deal with somethingour chain of Jewish continuity - you are
important to them personally? b. YOURperforming a "mitzvah" in securing the
PRESENTATION-Is it brief, specific, to-the-point?synagogue's future. By apologizing, and thus giving
Remember, it is very difficult to hold anyone'sthe member an out, you lose control of the
attention for a long time. c. ASKING FOR Asolicitation, and you won't be as successful.
SPECIFIC PLEDGE-The suggested figure is the10. HANG IN THERE The main reason for
place to start. d. OVERCOMINGdisappointment in most solicitations is that the
OBJECTIONS-Acknowledge objections as theysolicitors (or one of them) give up too soon. The
are raised. Are they valid points or just excuses?solicitation process includes, to some degree, an
Some arise from a need for more informationelement of frustration. The solicitor should try to
and will be answered by the time yourkeep it to a minimum. A good solicitation probably
presentation is complete. Others will be left forought to take an hour, in order to get all the
discussion for later. Try not to let objectionsissues out into the open.
divert you from the important points you need to11. YOUR NEXT CHANCE WON'T BE AS GOOD If
make. Acknowledge them and move on. Do notyou let your fellow member check with an
argue. Complete your presentation, unless to doaccountant or anyone else, you have lost your
so would antagonize. e. THE CLOSING - Usebest shot. The emotional and intellectual
"bandwagon" psychology. It helps for the memberinvolvement with our campaign will never be as
to know that other people he or she regards asgreat as during the height of your presentation.
peers- including you--have already given. If it'sAfter you leave, the member will start thinking of
appropriate, talk about those whose gifts haveall the excuses. Try in every way possible to get
set an example to be matched. Encourage peoplea commitment, stress the urgency of the needs -
to "join" the gathering campaign momentum.that the fate of our campaign depends upon our
6. IT'S MORE THAN JUST MONEY If yourmembers not putting off vital decisions. Try not
solicitation is successful, you will bring more thanto leave without a commitment.
money to the campaign; you will bring a more