Five Steps of The Ask

Asking is more than a question. It’s a five step process. Your Asking Style impacts which steps of the ask are the easiest for you… and which ones are a challenge. Every step of the way there are best practices to follow but there are numerous ways to use your personal strengths to be more comfortable and more effective.
Click below to learn more about each step and to access great resources that will help you bring in the gifts your organization needs to fulfill its mission.


No one can solicit everyone equally well and if you start with the right prospects you will be more comfortable and more effective raising funds.

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the ask

Don’t reach out to your prospects until you have what you need. The number one thing is a strong case for support crafted to reflect your Asking Style.

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set up
the meeting

If you get the meeting you’re likely to get a gift. You need to set it up in a way that makes it likely the prospect will meet. How do you do that?

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ask for
the gift

Now’s the moment. You’re in charge of this meeting – the prospect will take your lead so have you thought about how you’re going to run it?

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Whew – you got the gift…or hopefully a promise to think about it. So what do you do next? How do you follow up and close pending gifts?

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