Parking the Car and Other Practicalities

How can you prepare and position yourself before and during meetings with prospects to maximize your opportunity for success? Let's take a look at some key rules that apply to every MGO.

We'll start by looking at rules for initial meetings, then look at meetings in an office setting, then the home setting, then a neutral location, and lastly look at ways to show respect, affection and interest to elderly donors.


I. Turn off your phone 15 minutes prior to the appointment

Who Said it?

Who said “Philanthropy can be a key part of your overall wealth management plan?"

A.  President of Princeton in address to donors
B.  Warren Buffet
C.  Goldman Sachs and Co. promotional material
D.  Cleveland Clinic promotional material


The Answer:

C.  Goldman Sachs and Co.

This quote from Goldman Sachs materials in 2009 was the first time that they overtly promoted philanthropy as a planning strategy. 

A Sticky Situation

As a major gift officer you’ve developed a great relationship with Shirley Knot, a significant donor to your organization. How would you handle this potentially complicated situation that arises with Shirley?