Call for Help

You don't have to be an expert in creative gift planning to be of great value to your donors and your organization. Know when to call in your colleague or advisor from gift planning.

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

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?