In this workshop series, “Donor Visits 2.0,” we take a deep dive into the techniques of scheduling, preparing for, facilitating, and following up on donor visits. Structured into five purpose-driven modules, this is a comprehensive guide to effective gift conversations.
What’s different about Donor Visits 2.0?
We incorporate our personal experience with the challenge of booking a calendar with lots of 1:1 in person visits. We’ve been there, and we’ll teach you a better way.
You’ll learn how to prepare yourself and your donor for an open, honest dialogue about philanthropy. We give you language to be very clear about your role.
We share the best inquiries for learning about your donor’s readiness for a gift. Based on 25 years of experience with over 10,000 donor conversations.
And most importantly, we share strategies for inspiring donors to act on agreements. No more ghosting.
At the end, we teach you how to scale the above to a large portfolio without working around the clock.
This is the modern playbook for open, honest, meaningful conversations about philanthropy.
The workshop begins by enhancing the approach to scheduling gift conversations, moving away from last-minute planning towards a more effective, systematic process adaptable to various settings.
The second module concentrates on preparing all parties for a transparent and comfortable discussion about philanthropy, ensuring a foundation of trust and clarity.
Central to the workshop is the skill of strategic inquiry. Participants will learn to employ a carefully selected set of questions that drive the conversation effectively, omitting any that do not contribute positively to the giving cycle.
Emphasizing the importance of post-conversation actions, this module equips participants with strategies to ensure that meaningful steps are taken by all parties involved, thereby advancing the process of donor cultivation.
The final module addresses applying these refined techniques across a broader donor portfolio, enhancing the overall impact of their cultivation and solicitation efforts.