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TOOLKIT HOME

GETTING STARTED

BEFORE

DURING

AFTER

Okay, you’ve met with your Federation campaign professional and have your strategy in place. Have you also reviewed your Campaign Ambassador Kit? Those resources have been created to make your job easier.

Now it’s time to reach out to your prospects!

The Outreach
Before your solicitation,
brush up with these important tools:

Campaign for the Future Brochure
Through Campaign for the Future, we address the needs of today with annual contributions, tomorrow with multi-year commitments and forever with endowments. As an Ambassador, we encourage you to focus on annual campaign fundraising. This brochure explains the strategy behind Campaign for the Future and how your work as a fundraising ambassador fuels our ability to address the areas of greatest need in our community and abroad.

Stakeholder Report
The key findings from Federation’s expansive Stakeholder Report are incredibly informative. The results are being used to help guide Federation’s strategic priorities and financial allocations for the next decade. This webpage and the Stakeholder Report also highlight how contributions to Federation make a real difference. Please reach out to your dedicated campaign professional if you’d like extra copies of the brochure, or you can share this link with your prospect: jewishpalmbeach.org/stakeholder

Calendar of Upcoming Events (coming soon)

There are dozens of events and programs which you can invite your prospects to attend. They range from Campaign and Women’s Philanthropy events to volunteer, educational, advocacy programs, as well as events for business professionals and the next generation of leaders.

Click here to see our Financials Report
This reference tool provides an at-a-glance look at what gifts from our donors achieve for our community.

Pledge Card
This is your initial introduction to your prospect, but it’s just an introduction. You can also learn more about your prospects by talking to your campaign staff liaison or by visiting your prospect’s social media pages.

 

There are four simple components to inviting a prospect for a face-to-face meeting to discuss their Campaign gift:

 

1) GREETINGS
Whether the prospect is a dear friend, an acquaintance, or someone you have not yet met, be sure you offer a friendly greeting.

2) PERSONAL MESSAGE
Find a common interest you share with your prospect. Do your children or grandchildren attend the same school? Are you both Dolphins fans? Or University of Florida alumni? Are you both already donors to a specific cause or initiative? If the only common link to your prospect is Federation, then look on his or her pledge card or visit their social media pages to learn more about them.

3) THE ASK
Be direct when asking for the meeting. Be assertive and offer a date, time and location when making the invitation. A face-to-face meeting will usually be the most effective.

4) CLOSING
Close the exchange by confirming the meeting details and share that you’re looking forward to the meeting. Follow up by email or text with details.

Helpful Resources

SAMPLE LANGUAGE
Each prospect deserves individual attention! We encourage you to avoid copying and pasting the same message from one prospect to another. People can tell when they’re being mass texted or emailed.

If your prospect isn’t returning your text, then try picking up the phone or sending an email. Each person prefers to be contacted in a different way. If they aren’t responding, talk to your Federation campaign professional; they are here to help!

 

TEXT
MESSAGE
SAMPLE

For authenticity, a text message invitation should include a few exchanges, rather than one long text message to the recipient. Wait for the recipient’s response before texting them another exchange.

Campaigner: Hi, ______ (prospect’s name)! How’s it going? (wait for reply). If they don’t know you yet, make sure to identify yourself in this initial text. 

Campaigner: Glad to hear all is well. It was great (seeing you/running into you/attending the event you chaired, etc.) at________, and I was hoping we could meet soon to discuss your gift to Federation’s Annual Campaign. (wait for reply)

Campaigner: Let’s meet for coffee or lunch! How does your calendar look on _____ (proposed date/time)? (wait for reply)

Campaigner: Sounds great! I look forward to our meeting. Enjoy the rest of your day.

Texting is the most informal form of communication, so if you are comfortable using emojis and images, that is a good way to break the ice.

 

 

PHONE
CALL
SCRIPT

Campaigner: Hi, ________ (prospect’s name)! I enjoyed _____ (seeing you/running into you/attending the event you chaired, etc.)

We’ve just launched Jewish Federation’s Annual Campaign, and I wanted to know if you had time this week to discuss your gift and what community priorities are important to you and how you can address them. Are you available for coffee or lunch on _____ (proposed date/time)?

TIP: Your body language can be interpreted through your vocal patterns, so remember to smile and stand up while talking on the phone

 

 

EMAIL
SAMPLE

Campaigner: Hi, _____________ (prospect’s name),

This is ____________ (your name). I’d like to grab coffee or lunch with you to learn more about what you’re passionate about in our Jewish community and to discuss your commitment to Jewish Federation this year.

Do you have time to meet at ________ (location) on _____ (proposed date/time of meeting)?

 

 

Any questions? Reach out to your campaign professional or submit your question here.