Nothing But Major Gifts

How to Get a Donor Meeting Back on Track

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We’ve all been in meetings where the conversation gets

sidetracked. Maybe someone present is very chatty and wants to spend the first half hour catching up. Maybe one individual has another topic they want to discuss, outside of what was outlined in the agenda. Or maybe no one is clear on why they’re there at all, so the conversation wanders until the time is up.

How can you make sure your donor meetings stay on track, while being respectful of everyone’s time and contributions? In this episode, Karen and Diana share their tips for how to effectively prepare for a donor meeting and what you can do when things don’t go according to plan.

Show Highlights: In this episode, you’ll learn about…

  • How to prepare for meetings and set expectations with all participants
    • What you can say when a conversation gets off-track
      • How to use Permission-Based Asking to move the conversation forward in a way that feels authentic and honoring
        • How to handle emotions that may come up, in yourself and in your donor
          • ...more
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          Nothing But Major GiftsBy Veritus Group
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