Fundraising Essentials: Making the Cold Call


Fundraising Essentials: Making the Cold Call


Table of Contents


Improve your success rate for scheduling first appointments with prospects.

View this pre-webcast recording that covers the fundamentals of planning your calls, including building your confidence and knowing your style, using prospecting findings, answering the two, key initial questions, planning anchor and supporting appointments, and using electronic resources to ease travel and budget pressures. It is highly recommended that you watch the online training module prior to the webcast.


  • Making the Call: What you need
    • Finding background prospect information
    • Creating a prospective written conversation outline
    • Demonstrating institutional knowledge and passion
  • Moving Through Receptionists and Assistants
  • Outlining or Scripting Your Meeting
    • Introducing yourself, moving the conversation, and inspiring the meeting
    • What to note during and after your call
    • Getting by common excuses and rejections
  • Samples of Written Plans
  • Addressing Common Cold Call Challenges: Role-plays

This program is a part of our Fundraising Essentials Series.


Download the presentation slides (PDF)
Download the additional resources (PDF)

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.