If you’re engaging a donor for a single purpose, such as a gift to a campaign, you'll find that traditional fact-finding discussions are generally successful. However, rarely if ever will you find traditional fact-finding interactions leading to commitments from donors that will truly make a difference long-term for your organization.
Everyone's time is precious. Make sure you are getting the most out of your donor visits by clearly articulating the purpose of the meeting ahead of time.
Providing an incentive to the donors in your organization will encourage them to give or even to increase their giving. Both “Challenge Gifts” and “Matching Gifts” are tools that have great potential for increased fundraising.
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
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?
Are you asking big enough questions? Have you heard the following from any of your donors or prospects recently?
Gift agreements should be a critical part of your major gifts program. They prevent misunderstandings and are a wonderful way to show your donor how important they are to your organization.
Any gift that reaches the minimum level of a ‘major gift’ as defined by your organization deserves to have a gift agreement completed and signed.
Engaging people in the life and mission of your organization is a fascinating challenge. Know the right questions to ask, and know how to listen.
What is a contact report? Why is it important? When should I make one? What to include and more ...