Learn how to strategically approach prospect and donor visits.

Agenda

• 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.

Resources

Download the presentation slides (PDF)

Download the additional resources (PDF)