dialing the phone.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 Experience Leader, 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.
PS — Next up, how do you introduce yourself? Lots of things to think about here…