Major and Planned Giving: Face to face wins the race
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When you have the appointment, you can risk seeming overly friendly, but you cannot risk appearing frightened or aloof.
Then, make each contact an interview designed to a specific purpose rather than just a friendly call. All meetings must have an objective. What do you need to know about this prospect to lead her to become a donor? Prepare a checklist.
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Jim Gillespie
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