7 Steps to Ensure a Successful Donor Meeting

Tuesday, February 26, 2019

2:00–3:00 p.m. ET

Did you know the #1 secret to raising more money is face time with donors? This is more important than emails, social media posts, or even a letter in the mail. But when you have so much on your plate, how do you fit in those all-important meetings? How do you get the appointment (and past the gatekeeper) and then make sure your meetings actually move the person closer to making a donation?

In this webinar, Joanna will provide an overview of how to prepare for and execute a successful donor meeting so you’re relaxed, ready and making the best use of your time.

You’ll learn:

  • How to prepare yourself for a successful meeting.
  • Key questions to ask and what to listen for.
  • How to explore their interests and see where they stand.
  • How to gracefully move the conversation from small talk to a solicitation.
  • The importance of utilizing primary partners and natural players.
  • How to ask in ways that are comfortable and effective.
  • How to build and sustain powerful relationships.
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About the Presenter

Joanna Hogan is a strategic fundraising coach and dynamic educator who helps fundraising professionals achieve extraordinary results by transforming their viewpoint and approach. Joanna has achieved remarkable fundraising success during her more than two decades of practical experience. She led a $7.5 million advancement campaign as Vice President of Development for the Clark Foundation. Prior to that, Joanna provided essential leadership to the development team that raised $90M for the Michigan State University Secchia Center campaign. With Joanna’s step-by-step coaching and advice, even the newest fundraisers can conquer self-doubt and fear to successfully engage donors and sponsors in their organization’s mission.