Fundraising Essentials: Successful Donor Visits


Fundraising Essentials: Successful Donor Visits


Table of Contents


Learn how to strategically approach prospect and donor visits.


  • Preparing for a productive meeting
    • Getting the right Information needed
    • Choosing the best location/setting
  • Successful meeting strategies
    • Setting meeting agenda and outcomes
    • Reading the donor
    • Conversation timing
    • Managing transitions
    • Overcoming roadblocks
    • Cues if working with another fundraiser, dean, etc.
    • Tactfully ending a meeting early
  • Post-meeting
    • Writing effective contact reports
    • Following through on next steps

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.