Develop Structure for Your First Contact With a Donor

By Richard Perry

I often get calls from frontline fundraisers asking how they should approach their first contacts – that phone call or meeting where you are now talking to the donor live.

I have written a lot about this topic, but my colleague, Diana Frazier, has put it all into an easy-to-use checklist that really works. Here it is:

Click to enlarge.

I recommend printing this document and putting these steps to work as you talk to donors on your caseload. It is a perfect guide and will assure you don’t forget anything.

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Donor Relationship Management

Richard Perry Author's page

If you’re hanging with Richard it won’t be long before you’ll be laughing.

He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that successful major-gift fundraising is not fundamentally about securing revenue for good causes. Instead it is about helping donors express who they are through their giving. The Connections blog will provide practical information on how to do this successfully. Richard has more than 30 years of nonprofit leadership and fundraising experience, and is founding partner of the Veritus Group.