Coordinator's Toolkit - One-on-One Solicitation

Combined Federal Campaign of Central Oklahoma

 

 

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Coordinator's Toolkit

One-on One Solicitation

1. Getting started

· Be Well Informed.
Know the facts. Study the materials CFC staff gives you, especially the beginning of the CFC charity guide booklet which outlines CFC's history and guidelines.

· Make Your Own Pledge First.
This is the easiest pledge to get and you will find it much easier to ask others for a generous gift if you've already made your own contribution.

· Make Personal Contact
The best way to tell the CFC story is face-to-face. This shows you believe CFC is a priority worth your time and theirs. Avoid leaving a pledge card on a desk without speaking to the prospective donor.

2. Make the ask

· Tell the CFC Story
If possible, tell about your personal experience (or a friend's experience) with one or more agencies.

· Answer Questions

· No matter what, do not argue. Questions or concerns, no matter how negative, give you a chance to tell the CFC story.

· Call CFC staff if there are any questions you need help answering.

· Ask For the Pledge

· Annual supporters: encourage him/her to increase their pledge based on the continuing growing need for human care services.

· First time supporters: let them know that a gift of $2 or $5 per pay period can go a long way!

· Encourage payroll deduction
The best time to complete the pledge card is when you ask for the pledge. If they can't make a pledge at that time, follow up soon.

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© CFC of Central Oklahoma, 2003