Develop Structure for Your First Contact With a Donor

Richard Perry
donor

I often get calls from frontline fundraisers asking how they should approach their first contacts – that phone call or meeting where you are now talking to the donor live.

I have written a lot about this topic, but my colleague, Diana Frazier, has put it all into an easy-to-use checklist that really works. Here it is:

donor
Click to enlarge.

I recommend printing this document and putting these steps to work as you talk to donors on your caseload. It is a perfect guide and will assure you don’t forget anything.

Richard Perry

If you’re hanging with Richard, it won’t be long before you’ll be laughing. He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that a nonprofit has two objectives: Addressing a societal need and fulfilling the interests and passions of donors. If this is not done correctly, the giving pathways of the organization will be broken, and donors will go away and give less. Richard has more than 45 years of nonprofit leadership and fundraising experience and is the founder of Giving Pathways and the Veritus Group.

Related posts

Leave a Comment