Fundraising Assessment Pro

Fundraising Assessment Pro

Stop Leading with Your Organization's Needs

Transform your fundraising approach by starting with curiosity about your donors. Learn to connect authentically and build lasting relationships that benefit both your cause and your supporters.

🎯 Donor-Centered Approach

Learn to connect with donors through genuine curiosity about their interests and passions.

🀝 Relationship Building

Discover how to build meaningful relationships that go beyond transactional interactions.

πŸ“Š Strategic Assessment

Evaluate your current fundraising approach and identify areas for improvement.

πŸ“ˆ Proven Results

Apply evidence-based strategies that successful fundraisers use to engage donors.

"What if you started with curiosity about the person you're talking to instead?"

By the time you talk about what your organization does, people are already thinking about how they might want to be involvedβ€”because the conversation started with their interests, not your needs.

Β© 2025 Mark Dobosz. All rights reserved.

Fundraising Assessment

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Based on your responses, here's how you can improve your fundraising approach:

🎯 Start with Curiosity

Begin every donor conversation by asking about their interests and what matters to them personally.

  • Ask: "What first got you interested in this issue?"
  • Listen for personal stories and experiences
  • Show genuine curiosity about their perspective

πŸ‘‚ Listen More, Talk Less

Aim for 70% listening and 30% talking in your donor conversations.

  • Ask follow-up questions to understand deeper
  • Resist the urge to immediately connect to your organization
  • Let donors share their full story before responding

🀝 Connect Authentically

Make connections between donor interests and your work naturally, not forcefully.

  • Wait for organic opportunities to share your work
  • Focus on shared values rather than organizational needs
  • Let the connection emerge from their interests

πŸ“š Fundraising Resources

🎯 Donor-Centered Fundraising Best Practices

πŸ—£οΈ Conversation Starters

Instead of leading with your organization's needs, try these donor-centered openers:

  • "What first got you interested in [cause area]?" - Opens the door to their personal story
  • "What would you most like to see change in this area?" - Reveals their vision and priorities
  • "Tell me about a time when you felt really connected to this cause." - Invites emotional engagement
  • "What questions do you have about the work we're doing?" - Shows you value their curiosity

πŸ‘‚ Active Listening Techniques

Transform your conversations by becoming a better listener:

  • The 70/30 Rule: Aim for 70% listening, 30% talking in donor meetings
  • Ask Follow-up Questions: "Tell me more about that..." or "What was that experience like?"
  • Reflect Back: "It sounds like you're saying..." to show you're truly hearing them
  • Pause Before Responding: Give them space to share more before jumping in
  • Take Notes: Shows respect and helps you remember their interests for future conversations

🀝 Building Authentic Relationships

Move beyond transactional interactions to meaningful partnerships:

  • Find Common Ground: Look for shared values and experiences, not just shared interests in your cause
  • Be Genuinely Curious: Ask questions because you want to know, not because you're fishing for information
  • Share Appropriately: When they ask about you, share authentically but keep the focus on them
  • Follow Their Lead: Let them guide the conversation to topics they're passionate about
  • Remember Personal Details: Follow up on things they've shared in previous conversations

⏰ Timing Your Ask

Know when and how to transition from relationship-building to partnership discussions:

  • Wait for Natural Openings: "How can I get involved?" or "What do you need most?"
  • Connect to Their Interests: Link giving opportunities to what they've told you matters to them
  • Start with Engagement: Invite them to see your work before asking for financial support
  • Make it About Impact: Frame requests around the change they want to see, not your budget needs

🚫 Common Mistakes to Avoid

Pitfalls that can derail donor-centered conversations:

  • The Immediate Pivot: Don't immediately connect everything they say to your organization
  • The Monologue: Avoid long presentations about your work without checking for engagement
  • The Assumption: Don't assume you know what they care about based on their demographics
  • The Pushy Follow-up: Respect their timeline and communication preferences
  • The One-Size-Fits-All: Tailor your approach to each individual donor's interests and style

πŸ“ˆ Measuring Success

How to know if your donor-centered approach is working:

  • Longer Conversations: Donors want to keep talking and sharing
  • More Questions: They ask about your work because they're genuinely interested
  • Repeat Engagement: They accept invitations to events, tours, or follow-up meetings
  • Referrals: They introduce you to others who share their interests
  • Deeper Giving: They increase their support over time as the relationship deepens

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