The Donor Visit


In this course we go through the process of making a donor visit from beginning to end. Topics covered include:

  • Making a Contract
  • Confirming and Planning the Appointment
  • The Major Donor Visit Strategy 
  • Parking the Car and Other Practicalities 
  • Etiquette
  • The Meeting 
  • Listening vs. Hearing 
  • Guidelines for Filing Contact Reports 
  • How to Make a Major Gifts Visit
  • Questions and Talking Points

This course will be useful for those new to fundraising or for seasoned practitioners who want a refresher or new ideas. 

CFRE Credit

Completion of this course is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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