• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Shop
  • Jobs Board
Campaigns & Elections logo

Campaigns & Elections

  • Subscribe
  • My Account
  • Facebook
  • Twitter
  • LinkedIn
  • Articles
    • Industry News
    • CampaignTech
    • Creative
  • Videos
  • Buyer’s Guide
  • Reports
  • Expert Database
  • Events
  • Awards
    • Reed Awards
    • CampaignTech Awards
    • Rising Stars
  • Consultant Directory
  • Become a Member
  • Shop
  • Job Board
  • Subscribe
  • My Account
  • Facebook
  • Twitter
  • LinkedIn

A consultant’s guide to down-ballot fundraising

If you’re a consultant who works for candidates seeking state or local offices, you have your own set of unique fundraising challenges to overcome. Unlike larger federal races or statewide efforts where a full-time finance director is at the helm, your candidate is likely running while holding down a full-time job with part-time campaign staffers or a motley crew of volunteers.

From your perspective, fundraising serves two purposes: It increases the probability that your candidate will win and it allows you to eat in a regular fashion, which is equally important.

Since there’s so much at stake when it comes to fundraising, why is it often approached in such a haphazard way? We have door-knocking and direct mail down to a science. Coalition building and social media outreach must be done using best-practices – we all agree on this.

Still, many general consultants give their state and local candidates a financial goal of $30,000, $100,000, or $300,000 then pat them on the back, give them a pep talk and shove them out the door. Why are we surprised when they fail to meet the fundraising goal? It’s the largest complaint among GC’s working on small and medium-sized races.

Subscribe for Industry News Plus the Latest in Campaign Strategy & Tactics

Hidden
This field is for validation purposes and should be left unchanged.

The first step you can take to keep from working with poor-performing candidates is to set expectations. Ask them pointblank if they will make 15 fundraising calls per day for the entire campaign and make it part of your signed agreement. Ask them if they know of 10 people who can help them raise $5,000 each. Ask them to call someone they know right there on the spot for $1,000. Ask them to call someone they don’t know at all for $50.

All of this might sound a little intense, but if they can’t commit to acting or are waffling in their answers, you may want to simply say you feel their campaign may not be a fit for your consultancy. You’re running a business, not a soup kitchen. If they perform poorly in fundraising, your business suffers. Set expectations from the start and only work with candidates who are willing to work on fundraising and are prepared to demonstrate it.

The second step you must take is to educate and equip the candidates you do accept as clients. Most of your clients have never raised money extensively before and have all kinds of preconceived notions about what does and doesn’t work. I can tell you from my years of experience they are almost always wrongheaded. Few of your candidates have ever had any fundraising training and what they have received is usually glossed over quickly so the trainer can get to the so-called “fun stuff.”

Most candidates don’t have the foggiest notion of how to ask for money, determine what amount to ask for, build a finance committee, organize an event, write a letter or put together a database. It’s your job to put together a step-by-step program that gets them on the fast-track to fundraising success, or at least helps them avoid the biggest mistakes and seize the largest opportunities.

To help do that, write all the dos, don’ts and best-practice advice you can muster into a three-page document. Review this document in detail with your clients and make sure they have bought into doing it your way.

Help your candidates put together a finance plan – not to be confused with a campaign budget. Typically, down-ballot campaigns are remarkably fuzzy about just what income sources will produce the revenue necessary to help them reach the cash-on-hand goal that you assign as a general consultant.

If you set expectations and properly educate your clients, you can expect to see measurable increases in fundraising performance, and that will increase their chances of winning and improve your gross profits.

Brandon Lewis is the author of “How to Raise Money for Political Office.” He’s founder and president of MyCampaignTreasurer.com, a digital campaign fundraising boot camp and software solution for candidates, caucuses and staffers. To learn more, consider registering for C&E’s free webinar: How Can You Improve Firm Profitability Through Increased Fundraising?

Share:
FacebookTweetLinkedIn
Filed Under:
Fundraising

Primary Sidebar

By
Brandon Lewis
12/23/2013 12:00 AM EST
FacebookTweetLinkedIn

C&E Creative Summit 2023 Countdown:

Get Tickets

Most Read

  • Digital Organizing

    How Digital Can Help Thread the Needle in Virginia

  • Sponsored

    Combine Digital Advertising With Direct Mail, The SMART Way

  • Sponsored

    Political Comms Is The Premium Peer-To-Peer Texting Platform

Subscribe for Industry News Plus the Latest in Campaign Strategy & Tactics

Hidden
This field is for validation purposes and should be left unchanged.

Become a member and get access to exclusive content.

Join Today

Footer

Upcoming Events

  • September 21

    Campaigns & Elections Creative Summit

Subscribe To Our Newsletter

For the latest in campaign strategy & tactics plus industry news and analysis, subscribe for free today.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Follow us

Follow Campaign and Elections for more daily content.

  • Facebook
  • LinkedIn
  • Twitter
  • About
  • Privacy Policy
  • Terms & Conditions
  • Contact

Copyright © 2023 Political World Communications, LLC

Advertisement

Subscribe for Industry News Plus the Latest in Campaign Strategy & Tactics

Hidden
This field is for validation purposes and should be left unchanged.