The 5 I framework

1. Identify:

Objective: Pinpoint individuals or organisations who align with your mission, values, and goals.

Actions:

• Research and create a list of potential donors or participants based on their interests, philanthropic history, or involvement in similar causes.
• Use data analytics, social media, and networking to identify new prospects.
• Segment your audience based on their potential level of interest and ability to contribute.
  

2. Introduce:

Objective: Make a meaningful first connection by introducing yourself and your organisation.

Actions:

• Craft a compelling introduction that clearly explains who you are, what your organisation does, and why it matters.
• Personalise the introduction based on what you know about the individual’s interests and values.
• Choose the appropriate medium for the introduction—email, phone call, in-person meeting, or social media.
  

3. Inform:

Objective: Keep your audience informed about your work, achievements, and impact.

Actions:

• Regularly update potential donors with newsletters, impact reports, and stories that highlight the organisation’s success and challenges.
• Use storytelling to connect on an emotional level, illustrating the tangible effects of their potential support.
• Provide transparent information about how donations are used and the outcomes they help achieve.
  

4. Invite:

Objective: Encourage active participation through time, talent, or treasure.

Actions:

• Clearly outline opportunities for involvement, whether through volunteer work, attending events, or making donations.
• Tailor invitations based on the individual’s interests and past engagement.
• Make it easy to say “yes” by providing clear instructions and multiple options for participation.
  

5. Initiate:

Objective: Welcome and integrate the new donor or participant into your mission.

Actions:

• Provide a warm and personalised welcome that reinforces their decision to engage with your organisation.
• Offer orientation or onboarding resources to help them understand their role and how they can make the most impact.
• Encourage continued involvement through follow-up communication, engagement opportunities, and recognition of their contributions.