Training & Events

Philanthropy Matters | Making the Ask Masterclass

All fundraisers need to make solicitations – asks – in person, in writing, on the phone or even on Zoom to major donors, to corporations, and to foundations. The experience is high risk but with the potential for high pay off – if you manage the process effectively. Learn the secrets to solicitation success in this masterclass.

This interactive and intensive Masterclass will introduce you to a systematic 5 step process that has helped theatres, opera companies, art galleries, museums and more to secure significant funds in single gifts. It has also helped Edinburgh Zoo to up individual giving from £20K to £1.3M, Paisley Museum to secure £50M for a rebuild, and MEF dinosaur museum in Argentina to meet its $5M target.

You’ll find out about the five key systematic steps that will structure your prospect engagement:

  • Passion – creating the correct emotional state
  • Proposition – shaping your idea to make it easy to understand
  • Preparation – getting ready to meet an individual and anticipating challenges
  • Persuasion – adjusting to another’s communications and decision preferences
  • Persistence – handling challenges and objections

Within these five steps are 20 innovative tools drawn from psychology and neuroscience that will enable you to win people over to your cause in high payoff one to situations.  These tools will enable you to move way beyond old-fashioned mechanistic Moves Management. Specifically, you’ll learn:

  • How to get yourself and your prospect into the ideal mindset for a gift
  • Becoming a philanthropic pharmacist- stimulating a donor’s altruism addiction
  • Shaping your case for support using four key frameworks
  • Building rapport with challenging prospects
  • Pricing your philanthropic propositions effectively
  • Responding to the 9 Nos that donors share
How you’ll learn

The Masterclass will involve a range of learning opportunities:

  • Engaging input
  • Case studies
  • Small group exercises
  • Individual exercises
  • Question time

The session is based on the #1 Amazon best-selling book Making the Ask by Bernard Ross and Clare Segal.

What will you learn?

The session will help participants to:

  • build confidence and capacity in asking major donors for substantial support.
  • understand the key elements and tools to use in a successful solicitation.
  • practice these skills – listening, understanding, handling objections, and building rapport.
Who is it for? 

Fundraising professionals, marketing executives and CEOs within small, medium and major arts and cultural organisations. Anyone who’s ready to move beyond existing ‘best practice’ and explore leading edge approaches will benefit

These insights have helped the whole organisation make a great leap forward in everything from fundraising to visitor engagement.
Zak Mensah, Co-CEO, Birmingham Museums

Meet the trainer

Bernard Ross

Director, =mc

Bernard is director of =mc, a management consultancy working worldwide for ethical organisations. He is an internationally regarded expert on fundraising. He has advised many of the world’s leading INGOs on strategy including UNICEF, UNHCR, IFRC, ICRC and MSF/DWB. In recent years he’s written a case for support for France’s oldest university; advised Europe’s largest scientific experiment in Switzerland on individual giving; secured HNWI and corporation finance to rebuild an Argentina museum to house the largest dinosaur that ever walked the earth; and engaged celebrities and billionaires to save the last 800 great apes in Africa. As a fundraising consultant, he has advised many of the U.K.’s leading arts and cultural organisations including The National Trust, Tate Gallery, Science Museum, V&A and Scottish Opera.

Details

Date: Thursday 20 February 2024
Time: 9.30am-5pm
Cost:
£145 + VAT for C&BS members,
£220 + VAT for non-members
Category: Training Courses

Trainer

Bernard Ross

Venue

The Institut Français d'Ecosse
West Parliament Square
Edinburgh
EH1 1RF

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