Meeting with Donors & Prospects

Recorded On: 07/18/2017

OVERVIEW

Personal meetings with donors - and prospective donors - are the single most effective way to cultivate meaningful relationships, collect information, and solicit gifts. Whether you're a new gift officer preparing to make visits for the first time or an experienced fundraising professional looking to enhance your technique, understanding what you should do before, during and after a visit will help ensure that it's an enjoyable and fruitful experience for you and for your donors.

This recording is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

Methods for securing meetings and preparing for visits in advance
Tips for asking strategic questions, active listening and soliciting gifts in person
Guidelines for how to conduct yourself during a meeting and how to follow up afterward
Examples from other institutions
And more!

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Keturi DeLong

With nearly 15 years of experience in annual giving and educational fundraising, Keturi has led programs at Texas A&M University-Commerce, the University of North Texas, and The Hockaday School. Her other experience includes work with The Paradigm Advancement Group and the George W. Bush Presidential Center. She holds a B.A. in Communication Studies and Spanish from the University of North Carolina-Wilmington, and an M.A. in Communication Studies from the University of North Texas.