Fundraising Essentials: Making the Cold Call and the Ask 2013

Topics

• What information you absolutely need to make a call
• Planning calls based on prospect data, anchor appointments, and budget pressures
• How to use the cultivation process to naturally build to the ask
• Tips for securing an initial appointment, including moving through assistants
• Creating a conducive environment for a successful ask
• The pros and cons of using a proposal or white paper during your solicitation process
• Scripting and role-playing to move the process forward in both situations

Who should Attend

Novice major gift and annual fund leadership giving officers.