Fundraisers know that meaningful donor engagement isn’t built on guesswork. Yet too often, we move toward a solicitation without truly understanding a donor’s readiness, interests, or intentions. That’s where the test ask, also known as the soft ask, becomes one of the most valuable tools in a fundraiser’s toolbox.

A well‑crafted test ask helps you gauge a donor’s philanthropic direction, uncover motivations, and identify potential objections before you make a formal request. When used thoughtfully, it strengthens relationships, builds trust, and leads to more successful and joyful giving experiences for both the donor and the institution.

This webinar will demystify the test ask and give you the confidence to use it with ease. We’ll explore multiple approaches, share practical language you can adapt to your own style, and offer strategies to help you feel grounded and prepared in any donor conversation.

Participants will walk away with:

• A clear understanding of what a test ask is—and what it is not
• Sample phrasing and conversation starters for a variety of donor scenarios
• Techniques to interpret donor responses and adjust your strategy
• Increased confidence in navigating the path toward a successful solicitation

Whether you’re new to fundraising or looking to refine your skills, this session will strengthen your ability to engage donors with clarity, curiosity, and purpose.