Effective Fundraising Workshop Guide for Young Democrats
Fundraising
September, 2021
Brought to you by the New Hampshire Young Democrats
Welcome, candidates!
Fundraising Workshop
Agenda
●
Introductions
●
Campaign Planning & Budgets: Why We fundraise
●
Circle of Benefits: Who to Fundraise From
●
Tactics: How to Reach Out
●
Tactics: What’s a Hard Ask?
●
Tactics: Call Time
●
Tracking Your Asks & Money Raised
●
Important Things to Remember
●
Follow Up
●
Campaign Finance
Campaign Planning & Budgeting
This is your first step, because you need to know how many
voters you need to target, and how you will reach them and
how often to get to your “win number,”
Build 3 budgets in your campaign planning. A bare bones
budget, a regular what you need budget, and a reach
“extras” budget.
These budgets will give you the numbers you need to raise
that you will need to know to get started with your
fundraising plan.
Circles of Benefit: Who to Ask
“Roladex” Yourself
to See Who You
Know
Use the Circles of
Benefit to See
Which Donors to
Ask First
Estimate How Much
Donors Can Give to
Project What it Will
Take to Fundraise
Enough to Meet
Your Budget
Tactics: How to Reach Out
A phone call (with a hard
ask)>
A Personal Text or Social
Media Direct Message
>
Fundraising Letter or
Email >
A Social Media Fundraising Post
Tactics: What’s a Hard Ask?
●
Ask for a specific amount of money
●
Don’t hesitate or give folks an out
●
Let the prospective donor answer the direct question before
moving on
●
If they say no to that specific amount, ask if they’d consider
another lower amount, if no make a volunteer ask.
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Tactics: Call Time
Making sure you have dedicated time on your calendar
End your week by planning for your next week
Rolodex far ahead of time to make the most of your call time
Have a friend, volunteer, or staff member help you during call
time
Make your asks intentional with specific dollar amounts and
deadlines
Tracking Your Asks & Money Raised
Keep track of who you’ve asked and their contact information, how much you asked for,
whether you’ve received it and when, and if and when you sent a “Thank You.”
Using a spreadsheet makes it easy to keep track of data and see what your progress is towards
your fundraising goal. It also makes it very straightforward for campaign finance reporting,
when you will need to report your contributions or expenditures to the Secretary of State or City
Clerk.
Important Things to Remember
●
Asking for Money is Hard, and Takes Practice. Try, Try, and Try
Again. Don’t take rejections personally, your next call will be
better
●
You aren’t asking people for money for yourself. It’s about making
your community better. People are often very excited about what
you are doing and are very willing to donate,
BUT ONLY IF YOU
ASK THEM.
●
You are not your donor, don’t be afraid to ask for what people can
afford to give. They’ll let you know if the amount isn’t ok.
Ask Early. Thank Well. Resolict
Rinse. Wash. Repeat.
Questions?
Thank you for joining!
The New Hampshire Young Democrats have a proven track record
supporting, advising, and fostering winning campaigns for young
candidates. Established in 2008, the NHYD Elections Program works
year-round to recruit, train, and elect the next generation of
progressive leadership to local, state and federal offices.
NHYD is committed to providing the resources necessary to create
the next generation of progressive political leaders in New
Hampshire. The New Hampshire Young Democrats have supported
over 180 young Democrats running in municipal and statewide
campaigns to date.
Can you help support that work? Donate today via
https://secure.actblue.com/donate/nhyoungdemocrats
This Training Provided Was Provided by the NHYD Elections Program
Coming Soon:
Our intro to Canva Training
Create a
free
account →
www.canva.com
Learn how to plan campaigns, budget effectively, identify donors, employ outreach tactics, make hard asks, manage call time, and track fundraising efforts in this comprehensive guide brought to you by the New Hampshire Young Democrats. Equip yourself with crucial skills and strategies to boost your fundraising success for political campaigns.
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Presentation Transcript
Fundraising September, 2021 Brought to you by the New Hampshire Young Democrats
Fundraising Workshop Agenda Introductions Campaign Planning & Budgets: Why We fundraise Circle of Benefits: Who to Fundraise From Tactics: How to Reach Out Tactics: What s a Hard Ask? Tactics: Call Time Tracking Your Asks & Money Raised Important Things to Remember Follow Up Campaign Finance
Campaign Planning & Budgeting This is your first step, because you need to know how many voters you need to target, and how you will reach them and how often to get to your win number, Build 3 budgets in your campaign planning. A bare bones budget, a regular what you need budget, and a reach extras budget. These budgets will give you the numbers you need to raise that you will need to know to get started with your fundraising plan.
Circles of Benefit: Who to Ask Roladex Yourself to See Who You Know Use the Circles of Benefit to See Which Donors to Ask First Estimate How Much Donors Can Give to Project What it Will Take to Fundraise Enough to Meet Your Budget
Tactics: How to Reach Out A phone call (with a hard ask)> A Personal Text or Social Media Direct Message >Fundraising Letter or Email > A Social Media Fundraising Post
Tactics: Whats a Hard Ask? Ask for a specific amount of money Don t hesitate or give folks an out Let the prospective donor answer the direct question before moving on If they say no to that specific amount, ask if they d consider another lower amount, if no make a volunteer ask. Example: Can I count on you to contribute $50 today so I can get the mail pieces I need to spread my message to voters?
Tactics: Call Time Making sure you have dedicated time on your calendar End your week by planning for your next week Rolodex far ahead of time to make the most of your call time Have a friend, volunteer, or staff member help you during call time Make your asks intentional with specific dollar amounts and deadlines
Tracking Your Asks & Money Raised Keep track of who you ve asked and their contact information, how much you asked for, whether you ve received it and when, and if and when you sent a Thank You. Using a spreadsheet makes it easy to keep track of data and see what your progress is towards your fundraising goal. It also makes it very straightforward for campaign finance reporting, when you will need to report your contributions or expenditures to the Secretary of State or City Clerk.
Important Things to Remember Asking for Money is Hard, and Takes Practice. Try, Try, and Try Again. Don t take rejections personally, your next call will be better You aren t asking people for money for yourself. It s about making your community better. People are often very excited about what you are doing and are very willing to donate, BUT ONLY IF YOU ASK THEM. You are not your donor, don t be afraid to ask for what people can afford to give. They ll let you know if the amount isn t ok.
Ask Early. Thank Well. Resolict Rinse. Wash. Repeat.
Questions? Thank you for joining!
This Training Provided Was Provided by the NHYD Elections Program The New Hampshire Young Democrats have a proven track record supporting, advising, and fostering winning campaigns for young candidates. Established in 2008, the NHYD Elections Program works year-round to recruit, train, and elect the next generation of progressive leadership to local, state and federal offices. NHYD is committed to providing the resources necessary to create the next generation of progressive political leaders in New Hampshire. The New Hampshire Young Democrats have supported over 180 young Democrats running in municipal and statewide campaigns to date. Can you help support that work? Donate today via https://secure.actblue.com/donate/nhyoungdemocrats
Coming Soon: Our intro to Canva Training Create a free account www.canva.com
