From getting the visit to getting the gift, this step-by-step talk will outline what you need to do to make effective use of your time on donor visits, and eventually get the gift you came for. Learn proven strategies, guiding principles, and tips to help you help your organization. These principles are pulled from the latest research in social psychology and human dynamics. The strategies and tips I cover are road-tested and pulled from 'what works' in hundreds of real-life prospect visits. This session will give you the language and the confidence so you too can 'have them at hello.'
Understand how you set up a donor visit for success
Learn principles for effective cultivation that drives toward an ask
Understand the social science principles that help make it more likely your prospect will want to say yes to a gift.
ABOUT THE PRESENTER:
Anne is currently the Director of Training and Education, developing and implementing all training programs at Harvard’s central fundraising office. She has worked as both a volunteer and a professional in the field of development for the past two decades, and specialized in gift planning for many years. She directed the planned giving marketing program for the Faculty of Arts and Science at Harvard, tripling its lead generation and revamping the marketing approach. She trains non-profit development staff nationwide through her private practice, ATM Consulting. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.
Time: 10 - 11 a.m.
Location: Loma Linda University Health
Office of Philanthropy, Suite H
11175 Mountain View Avenue
Loma Linda, CA 92354
Parking: Parking lot
Cost: Free for AFP members but space is limited to 10 spots!
Each AFP webinar is worth 1.0 CFRE credit!