5-Step Formula for Setting Up a Donor Meeting

5-Step Formula for Setting Up a Donor Meeting

For many nonprofit leaders and fundraisers, making the initial donor call feels about as comfortable as parallel parking a boat. Even highly confident professionals suddenly become nervous, overly formal, or strangely robotic the moment they pick up the phone to call a potential donor.

And honestly, it makes sense.

Fundraising calls carry emotional pressure. You don't want to sound pushy. You don't want to waste the donor's time. You definitely don't want to sound like a telemarketer calling during dinner asking whether they'd like to switch long-distance providers in 1997.

So what do most people do?

They ramble.

They over-explain. They talk too long. They apologize unnecessarily. They bury the purpose of the call beneath five minutes of weather updates and nervous storytelling before finally blurting out something vague about "getting together sometime."

Meanwhile, the donor has spent the entire conversation wondering, "What exactly is happening right now?"

Tune in to learn more!

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Jaksot(70)

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Why "Any Questions?" Is Killing Your Board Discussions   I've facilitated hundreds of board retreats over the past 20 years, and I've noticed something fascinating. The moment a board chair or CEO f...

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Many nonprofits believe their mission alone should inspire support. Unfortunately, donors are not mind readers.   They cannot automatically feel your impact, understand your programs, appreciate you...

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I've seen some beautiful strategic plans over the years. Thick paper. Gorgeous photography. Inspirational quotes. Color-coded priorities. One organization even handed me a plan that looked expensive e...

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How Great Fundraisers Prepare for Donor Meetings

How Great Fundraisers Prepare for Donor Meetings

Many fundraisers think successful donor meetings are primarily about charisma.   Wrong.       Charisma helps. Confidence helps. Storytelling helps. But more than anything else, successful fundra...

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Every Board Has an Elephant. Most Just Feed It.

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Elephants Have Excellent Appetites Boards feed elephants in all kinds of ways. They postpone difficult conversations. They soften uncomfortable language. They create committees. They commission anot...

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The Biggest Lie in Strategic Planning

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Board members say it all the time. "We're just not ready to make that decision." It sounds thoughtful. Responsible. Even wise. After all, no one wants to rush an important decision. But after facili...

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