Fundraising Essentials: Making the Ask


Fundraising Essentials: Making the Ask


Table of Contents


No matter where you are in your career, chances are you could stand to improve your solicitation skills.

Watch this pre-webcast recording that covers the cultivation process of a major gift.


  • Storytelling versus story listening
    • Knowing your strategy
    • Preparing for the meeting
  • The ask itself
    • Setting up the meeting
    • Ensuring the right setting/environment
    • Overcoming objections
  • Conducting the proper follow-up
    • Repositioning after feedback or rejection
    • Keeping up with and closing outstanding asks
    • Stewardship and gift agreement essentials
  • Sample documents
  • Role-Plays
    • The picky entrepreneur
    • The disliked dean
    • The silent donor

This program is a part of our Fundraising Essentials Series.


Download the presentation slides (PDF)
Download the additional resources (PDF)

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.