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