We often get calls from MGOs asking how they should approach their first donor contact – that phone call or meeting where you are finally talking to the donor live.
We have written a lot about this topic but Diana Frazier, our senior client manager, has put it all into an easy-to-use checklist that really works. Here it is:
Jeff and I suggest you print out this document and put it to work as you talk to the donors on your caseload. It is a perfect guide, and it will assure that you don’t forget anything.
Richard
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Great resource reminder, even for well trained and experienced MGO’s. Thank you.
You’ve got a real gem in Diana. This is a great resource – can’t wait to share!
Richard – Can you create a similar resource for how to structure an in-person ask?
Hi, Shelly – we have that in our Asking Course – go to http://www.majorgiftacademy.com and take a look
The “Checklist Manifesto” for organizing your conversations with major donors. Thanks for this great resource.