Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campaign.
Andrew walks us step-by-step through a qualifying visit including what it is, why it's important, what we're hoping to discover.
For every major donor prospect you are meeting with, there are likely 8 – 10 other organizations also considering that person. What are you bringing to your donors that differentiates you from others?
With a truly big “big ask,” how do you know whether the proposed request is appropriate?
Before making a big ask, how certain are you that this is the right project, amount, and time to make this request of this particular prospect?
This meeting is little different from any other meeting you have previously had with the donor prospect; how are you going to control the environment and the flow of the meeting?
You can assume your donor is wondering all these things, whether they ask directly or not.
Once you have qualified a potential major donor prospect,
How long does it take before they make a major gift?
How many meetings or moves do you need to close the gift?
Founder Laird Yock shares about the value of being at the table as donors consider their philanthropy.
A look at the finer points of when and why and how to start the conversation about estate planning with your donors.