Face-to-Face with a Major Gift Donor for the First Time

Thursday, January 16, 2020

1:00–2:00 p.m. CT

face-to-face meeting with a major donor

Face-to-face—the first time—can be scary for both you AND your donor! Whether upgrading a large annual fund donor or beginning with a new potential major donor you already know major gifts require a relationship beyond the transactional appeal letter or social engagement.

Let’s get those appointments with ease and get clear on the Dos and Don’ts of the visit. What makes YOUR first experience the beginning of something wonderful? Learn how to build trust, comfort and confidence, magnify your shared values and interests and cultivate lifelong partnerships.

Join Marcy Heim in this webinar and walk away with:

  1. An understanding of why this first major gift appointment is so special—and sometimes difficult.
  2. Tips for securing the appointment.
  3. Dos and don’ts for that first visit that build trust.
  4. Your visit prep.
  5. The most important step—setting up the NEXT visit.
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About the Presenter

IMG: Marcy Heim

Marcy Heim lives to inspire generosity. For over twenty years she created artful, authentic, life-long major giving relationships raising millions at the University of Wisconsin-Madison. There she led her team through 3 successful campaigns including the $1.8 Billion Create the Future Campaign. 

Since then, Marcy has helped her clients ‘Ask for Anything Artfully’ to transform their fundraising results. She’s taken to the stage throughout North America and internationally to provide dynamic keynotes and workshops focused on the mindset and method tools for those changing the world through generosity. She holds the prestigious CASE Crystal Apple, the AFP Outstanding Fundraising Professional award and received her AFP Master Teacher designation.

She is author of Empowering Your Board to Serve as Effective Development Ambassadors.