Face-to-Face Solicitations

Recorded On: 04/05/2016


Personal solicitations are the most effective way to secure gifts, which is why it's so important to be prepared when you meet with a prospect. This session will provide participants with guidelines for how to prepare for and conduct face-to-face annual fund solicitations. Explore how a thoughtful and rigorous approach can lead to the best possible outcomes for both your donors and institutions.

Register now for your entire team to learn how to make personal and effective solicitations for your annual fund.

This recording is eligible for 1.25 points of CFRE credit.  


  • Methods for conducting prospect research and getting appointments
  • Strategies for engaging prospects and talking with them about philanthropy
  • Tips for making effective face-to-face solicitations and overcoming objections
  • Examples that have worked at other institutions
  • And more!

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Jeff Stauch

Director of Annual Giving, Middlebury College

Jeff Stauch is the Director of Annual Giving at Middlebury College where he oversees all frontline, class giving, and direct appeal programs for the Annual Fund. He has a decade of experience in fundraising and previously led solicitation programs at Telefund Inc. and Grassroots Campaigns Inc. An active volunteer and presenter with CASE he is serving at Development Track Chair for the 2016 District 1 Conference. He holds a Masters Degree in Political Sociology from the University of Chicago and a Bachelors in Political Science from Middlebury College. 


On Demand Training
Recorded 04/05/2016
Recorded 04/05/2016