Major Donor Pre-Call Checklist

Major Donor Pre-Call Checklist

You hang up the phone after yet another brush off from a major donor dodging, or rejecting, your request for an in-person meeting.

Even though you may not be able to do anything about the donor’s situation, you can:

  • be better prepared
  • do your homework
  • be excited about the opportunity
  • make them feel valued
  • focus on your organization’s vision rather than your immediate need

Here’s a tip, before you try to set up your next in-person meeting with a donor, go over your pre-call check list to make sure you’re truly prepared for the phone call.

Request Your Checklist Now