How To Prepare For A Successful Donor Meeting

with
Susan Kahan
Live Session
$149.00
  • February 9, 2022, 2:00 pm   EST
Training Includes:
  • Certificate of attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Nonprofit and fundraising expert Susan Kahan will help you plan, prepare, and structure your next donor meeting. You will learn how to use these opportunities strengthen your relationships with donors.

What You'll Learn

  • Why is it critical to prepare for a donor meeting?
  • What are the different types of donor meetings you should have?
  • How can you research a donor?
  • When should you meet with a donor?
  • Who should participate in donor meetings?
  • What emails should you send to request and confirm meetings?
When:
Wednesday, February 9, 2022; 2:00 PM Eastern
Scheduled for 60 minutes including question and answer period.

Training Overview

When is your next donor meeting? Learn how to use the opportunity to strengthen the relationship.

After avoiding donor meetings throughout the pandemic, 2022 is the year to rebuild these essential relationships. Even if in-person gatherings remain elusive, individual personal or online meetings can make an enormous difference in strengthening donor allegiance.

Thorough preparation will enable you to lead a successful meeting instead of a disappointing one. You need to set a clear goal and tailor the agenda and your approach to the meeting purpose:

  • Ask for a gift
  • Assuage concerns
  • Get to know the donor and learn about why they support your organization

Proven confidence-building tools and practice can help you feel ready for the meeting, no matter the goal.

  • Why is it critical to prepare for a donor meeting?
  • What are the different types of donor meetings you should have?
  • How can you research a donor?
  • When should you meet with a donor?
  • Who should participate in donor meetings?
  • What emails should you send to request and confirm meetings?

Who Should Attend?

  • Nonprofit chief executives
  • Executive directors
  • Development staff
  • Fundraising staff
  • Board relations officers
  • Board presidents
  • Donor outreach staff
  • Communications managers
  • Executive assistants
 

Expert Presenter

Susan Kahan

  • Founder of Sapphire Fundraising Specialists
  • Works with major gifts, mid-level donors, planned giving, and capital campaigns
  • Creates and executes fundraising strategies and events
  • Previously held fundraising and management roles at the Chicago Council on Global Affairs and the American Israel Public Affairs Committee (AIPAC)
  • Graduated from the George Washington University in Washington, DC with a major in Communication and a double minor in Political Science and Business Administration

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