https://bloomerang.co/resources/webinars/ Julie Ordoñez will outline a proven strategy, messaging and action steps you can implement right away to close major gifts faster, ethically.

1. WELCOME TO
LED BY JULIE ORDONEZ

2. What we'll cover today
ASSESS
BIGGEST
BARRIER
TO CLOSING
GIFTS
3 PRACTICAL
TIPS
(& EXAMPLES)
TO CLOSING
GIFTS
1.
1. 2
2.
. 3
3.
.
HOT
SEAT
COACHING
Q&A

3. Hi, I'm Julie! 👋
I've gone from over-worked, clueless, stressed out, hair falling out,
and fired from my first fundraising job. I had some training, no
mentorship.
To raising $2.5M as a major gifts officer and managing a
successful fundraising team that grew and all got raises,
promotions
What made the difference for me was mentorship.
I'm convinced the biggest skills gap in the nonprofit sector is
COURAGE. I'm on a mission to help nonprofit leaders build
courage (and strategy) to ask for more.
FREE MAJOR GIFTS TRAININGS & EMAIL TEMPLATES ON MY MAILING LIST ⤵️
JULIEORDONEZ.COM/LIST

4. I have a mental list of people I hope will give something. I haven't asked
for a specific amount.
Which one sounds most like you?
1.
📩 JULIEORDONEZ.COM/LIST

5. I have a mental list of people I hope will give something. I haven't asked
for a specific amount.
I ask for specific amounts, but have little idea when they will give.
Which one sounds most like you?
1.
2.
📩 JULIEORDONEZ.COM/LIST

6. I have a mental list of people I hope will give something. I haven't asked
for a specific amount.
I ask for specific amounts, but have little idea when they will give.
I have donors who said they will give, but they haven't given yet.
Which one sounds most like you?
1.
2.
3.
📩 JULIEORDONEZ.COM/LIST

7. I have a mental list of people I hope will give something. I haven't asked
for a specific amount.
I ask for specific amounts, but have little idea when they will give.
I have donors who said they will give, but they haven't given yet.
I have donors who have given last year or previously but lately they are
ghosting me.
Which one sounds most like you?
1.
2.
3.
4.
📩 JULIEORDONEZ.COM/LIST

8. "I have a mental list of people I hope will give something. I haven't asked for a
specific amount."
If you said, #1
The more clear and direct you are,
the more clear and direct the donor will be.
Executives are clear.
Clear is kind.
Solution
📩 JULIEORDONEZ.COM/LIST

9. If you said, #2
Way to go!
Get curious and ask questions.
Does the calendar year matter to them?
"I ask for specific amounts, but have little idea when they will give."
If they are a major donor, the answer is most likely "Yes"
Solution
📩 JULIEORDONEZ.COM/LIST

10. If you said, #3
Your job is to inspire your donor and
that job is never finished.
You must stay inspired.
Impact > Fundraising goals
"I have donors who said they will give, but they haven't given yet."
Solution
📩 JULIEORDONEZ.COM/LIST

11. If you said, #4
Be concise.
Write an email and then cut it in half.
Then cut it in half again.
"What is my objective?"
Fewest words possible and still inspire action
"I have donors who gave last year or previously, but lately they are ghosting me."
Solution
📩 JULIEORDONEZ.COM/LIST

12. What is your biggest takeaway
so far?

13. 3 STEPS TO CLOSING MAJOR GIFTS

14. #1
ASK
AGAIN
THIS IS WHAT YOU SAY:
"Will you consider giving $25,000 to invest in the
youth of San Francisco? You are changing the lives
of 500 students.
Here are the ways you can give: .... "
3 STEPS TO RAISING $10K BEFORE DECEMBER 31ST
DECEMBER WEEK 2 & 3
📩 JULIEORDONEZ.COM/LIST

15. HERE'S WHAT YOU SAY
"I'm following up because I know you care deeply about what we do and want to
be a part of investing in students. You helped to change the life of Sarah who was
bullied and 2 grade levels behind to excelling in school and feels like they are part
of a community. You helped make this possible. Click here to give today or call me
at 281-888-6789 and I can help you process your gift over the phone."
#2
INSPIRE
THEM TO
ACT
3 STEPS TO RAISING $10K BEFORE DECEMBER 31ST
DECEMBER WEEK 4
📩 JULIEORDONEZ.COM/LIST

16. SAMPLE SCRIPT
"Hi [first name]. Friendly reminder! You planned to give $10,000 this year.
You can do that here. Thank you for investing in the education and healing of
children overcoming trauma. I appreciate you!"
#3
FRIENDLY
REMINDER
3 STEPS TO RAISING $10K BEFORE DECEMBER 31ST
DECEMBER WEEK 5
📩 JULIEORDONEZ.COM/LIST

17. TIPS TO STANDOUT
PERSONALIZE
CALL
TEXT
60 SEC VIDEO
INCLUDE PHOTOS OF PEOPLE
SHARE WINS OF OTHER DONATIONS
FOLLOW UP 1X A WEEK
INCLUDE YOUR BOARD MEMBERS IN
THANKING DONORS THE WEEK THEY GIVE
CALL AND EMAIL ON DECEMBER 31
📩 JULIEORDONEZ.COM/LIST