by Karen Kendrick | Sep 6, 2024 | Donor meetings, Meeting Preparation, Personal Development | Asking, Donor Visits, Major Gift Officers, Personal Development, Stress, The Veritus Way
It’s here! That donor meeting you’ve been prepping for where you will be asking your donor to increase their giving significantly. This is exhilarating and a bit terrifying all at the same time! Now, because you follow the Veritus approach, you already: Know the...
by Jeff Schreifels | Feb 28, 2024 | Donor Communication, Donor Conversations, Donor meetings, Facilitation, Meetings | Communication, Donor Conversation, Donor Visits, Donor-Centered, Facilitation, Major Donors
When you’re meeting with a donor for the first time, you probably have a lot going on at your organization that you’re just bursting to tell them about. But that first conversation should really be about getting to know the donor, what they care about, and what...
by Jeff Schreifels | Dec 13, 2023 | Donor meetings, Donor planning, Donor visits, Meaningful Connection, Meeting Preparation, Meetings | Donor Visits, Meaningful Connections, Strategic Plans
Recently our Client Experience Leaders were sharing some best practices and tips that we give to our clients when they’re getting ready for donor visits, and I realized this list might be helpful to other fundraisers out there, too. When done properly, donor...
by Karen Kendrick | Aug 14, 2023 | Donor Communication, Donor Conversations, Donor meetings, Donor Relations, Donor visits, Impact Reporting, Meetings | Communication, Donor Conversation, Donor Visits, Meaningful Connections, Relationships, Reporting Back, Structure
You’re headed out to a handful of donor meetings. You’ve done your research, thought through open-ended questions you want to ask, and identified the next step in your journey of building a relationship of trust. And you’ve come prepared with information on the...
by Richard Perry and Jeff Schreifels | Oct 22, 2021 | Communication Preferences, Donor meetings, Meaningful Connections | Donor Conversation, Donor Visits
We recently hosted a live Q and A webinar where Richard and I asked participants to send in their question related to fundraising during COVID. One question we got was about whether to start asking donors to meet in-person again. This fundraiser was experiencing what...
by Richard Perry and Jeff Schreifels | Mar 29, 2021 | Communication style, speaking, Writing | Communication, Donor Visits
“Is it a robot talking?” or “was your English teacher always correcting your grammar?” Would someone say that about you when they hear you speak or read your writings? Could be. It happens all the time. When you sit down to write an email or pick up the phone to talk...