#23 Your Campaign Fundraising Flow Chart

Winning Edge

Link to Flowchart and onepager

Link to Episode 18 with the 4 Steps to Start Your Fundraising (this has a sample pitch to use)

• Introduction
  • Frank and Lillian Gilbreth's pioneering work in efficiency and flow charts
  • Applying their principles to create a fundraising flow chart for political campaigns
    • Estimating the minimum number of donors needed to win
      Formula: Campaign's estimated cost divided by max contribution amount (or $2,000)
    • Building a list of 35 potential donors - Include past donors, friends and family, and known political donors
      
      
• Splitting the list based on preferred contact method
  • In-person meeting, scheduled phone call, or unscheduled call
• Customizing your fundraising pitch
  • Create a simple, 1.5 to 2-minute pitch and practice it regularly
• Scheduling meetings or calls
  • Send a text or email to schedule, follow up every two days
• Making the fundraising call
  • Small talk, transitional phrase, deliver your pitch, make ask, pause for response
  • If the donor says YES
    • Process donation immediately, send multiple thank you notes
  • If the donor is UNDECIDED
    • Ask for follow-up time, and persist until an answer is given
  • If the donor says NO
    • Thank them, and consider following up in 90 days if "no, not right now"
• Conclusion - Use this guide to find the best fundraising approach for your unique campaign

For more information, check out the one-page PDF available for this episode.

Winning Edge gives you the tools you need to lead and influence in the political and policy arenas. Every other week, Winning Edge releases short (approximately 5-minute) spots—or “snacks”—focused on one of four areas: fundraising, media, policy, or persuasion.
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