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Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campaign.
We know that being well prepared with a creative major gift proposal can make a big difference. But should you use technology in the ask?
For every major donor prospect you are meeting with, there are likely 8 – 10 other organizations also considering that person. What are you bringing to your donors that differentiates you from others?
In this podcast, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.
Taking notes during a meeting can be a powerful way to improve your listening skills; this practice trains you to listen and interpret carefully the nuances of what is said.
Imagine that you are engaged in an important conversation with a potential donor - and a family member calls your cell phone. What do you do?
With a truly big “big ask,” how do you know whether the proposed request is appropriate?
Before making a big ask, how certain are you that this is the right project, amount, and time to make this request of this particular prospect?