Corporate Giving: Best of the Basics

If possible, try to be at the meeting to offer specific information, but let the person with the “in” take the lead. If you’re not at the meeting, prepare comprehensive materials and ask your ally to get you a follow-up meeting.

3. Be creative and prepare a few partnership scenarios.
Sometimes it’s all about offering choices. Try bringing a menu of options for the prospect to get involved in. One option should be on the smaller end of the spectrum, one should be a “reach” goal, and the last should be the option that most likely will be most attractive to the prospect.