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.
Register now for your entire team to learn how to conduct effective meetings with donors and prospects.
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!
Prefer to pay by check? Complete this form and we'll send you an invoice.
Keturi DeLong Beatty
Vice President of Institutional Advancement, Texas A&M University - Commerce
Keturi DeLong Beatty is the Vice President of Institutional Advancement at Texas A&M University - Commerce, where she oversees Development and Alumni Relations. Prior to her role as VP, she served as the Associate Vice President for Advancement at A&M Commerce. She has also held development roles at The University of North Texas College of Education and at The Hockaday School. A frequent instructor and presenter with CASE, Keturi holds an M.A. in Communication from The University of North Texas and a B.A. in Communications from the University of North Carolina at Wilmington.