Making Effective Donor Presentations


This highly-interactive workshop has taught fundraising professionals from across the country how to successfully interact with donors and prospects during phone calls and personal visits. Through decades of firsthand experience, we have gleaned the very best and most effective approaches and techniques that will make any gift officer more successful.

Among the topics covered in this workshop are:
• Preparing for and making the first phone call
• How to get appointments
• Preparing for the initial home visit
• How to gather financial information tactfully
• When and how to follow up after the first call or visit

Every participant in this workshop will receive a DVD copy of his/her own role play donor visit conducted during the workshop, along with a written constructive evaluation.

is typically presented as a nine hour course over one and a half days. If needed, it can be compressed into a six hour, one day format. Due to the interactive nature of this workshop, we prefer to limit group size to no more than 12 persons per workshop. This ensures that every participant receives the attention they deserve. For pricing of on-site or off-site training, please send an email to or call 800-972-3187.

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