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.
Richard
PS — Next up, how do you introduce yourself? Lots of things to think about here…
Related Posts
-
How to Qualify Donors: The Process of Qualifying
April 8, 2016
-
Why You Need to Plan Moves for Each Donor on Your Caseload
July 4, 2018
-
Why You Need to Plan Moves for Each Donor on Your Caseload
May 8, 2013
I find opened questions work well. Tell me what this mission means to you. How did you first connect? What motivated you to meet with me? Be authentic and open to learn. This gets the donor talking and sharing.