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 | Jul 7, 2021 | Donor Communiication, Donor meetings, Meaningful Connections | Asking, Major Donors, Permission-Based Asking
We know from personal experience that asking a donor for a gift when you’re sitting across the table from them is one of the most exciting and inspiring things you can do as a front-line fundraiser. After presenting your donor with an offer THEY are passionate about,...
by Richard Perry and Jeff Schreifels | Oct 2, 2019 | Donor meetings, Tips, Trust | Curiousity, Donor-Centered, Passions and Interests
To be a great major gift officer, we believe you must be curious about your donors. Why? Because your job is understanding their passions and interests and why they have them. This will help you discover, out of all your projects and programs, what will inspire them...
by Jeff Schreifels | Aug 2, 2023 | Communication, Donor meetings, Meaningful Connections | Major Gift Officers, Meaningful Connections, Metrics
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me. Especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...