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Making the Ask: Best Practices

Making the Ask: Best Practices

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In this episode of Deep Dive For Impact, Nick discusses several best practices that an organization can utilize when preparing to make a fundraising ask. We go over two "pre-best practices" during the preparation stage before discussing the five best practices during the actual ask process. Finally, we conclude with a stepwise mental model that allows us to view the ask as a sequence rather than as a one-time event.

  • 0:00-2:04 Introduction
  • 2:04-3:51 "Pre-best practice" #1: Have a goal of getting to the ask
  • 3:51-5:49 "Pre-best practice" #2: Predisposition
  • 5:49-10:07 Best practice #1: Use a visual
  • 10:07-13:03 Best practice #2: Have a "funding rationale"
  • 13:03-15:22 Best practice #3: Prepare and practice the flow of the visit (including transitions)
  • 15:22-15:44 Best practice #4: Think about possible questions and objections
  • 15:44-19:30 Best practice #5: Think about the ask as a dialogue
  • 19:30-24:21 Mental model: The ask as a sequence
  • 24:21-24:44 Conclusion
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