Question #4: What should I say when
asking people to donate?
💡Answer:
The key is not to dive into the technical details of how tax credits work. You don’t need to be a tax expert, and donors don’t need to be either. Keep it simple:
- Start by
asking whether they use a tax professional. If they say yes, ask them to place your brochure with their important tax documents and give it to their tax professional when they file. The tax professional will walk them through the process and confirm how much they can donate.
- If they prepare their own taxes, ask them to keep the brochure with their tax documents and review it when they
file. Their tax software will guide them through the donation amount they qualify for.
Most first‑time donors simply want reassurance that they will receive the tax credit before they donate. That reassurance comes naturally—either from their tax
professional or from seeing the credit appear when they file their own taxes.