The Meeting
This meeting is little different from any other meeting you have previously had with the donor prospect; how are you going to control the environment and the flow of the meeting?
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Prospecting
The Importance of Being Donor-Centric
One of our primary missions must be to show our donors that we join with them as a defender. The only way to accomplish that is to prove you are genuinely interested in a) them as individuals, and b) the way they go about their philanthropy. To form and sustain the most effective partnership between donor and institution, you must be donor-centric even as you satisfy the needs and goals of your organization.
The Perfect Question
A few days after a staff training session focused on gifts of real estate, a relatively new gift officer named Russell left his office in the Midwest for a week of donor visits.
Formalizing the Visit
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.
It's All on You
To be a great major gift officer you have to be really good at listening to your donors. Listen for clues to help them make a better gift, and practice your response to these common concerns.
How to Make a Major Gift Visit with Gail Perry
Gail Perry is a nationally recognized fundraising guru. In this call, she takes us step by step through how to make a major gift call.
Prospect Research for Small Shops with Cecilia Hogan
Cecilia Hogan has been leading the prospect research effort at the University of Puget Sound for 20 years. Listen to her speak about prospect research and how smaller organizations can incorporate a little bit of research into their fundraising program to maximize their major gifts.
The Major Gifts Visit: Questions & Talking Points
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.
The First Visit - Three Quick Tips
Wondering how to approach that first visit to a major gift prospect? Mayo Clinic Development Officer Patrick Steward offers his top three goals for a first visit to a potential benefactor.