The Major Gift Conversation starter
The step-by-step guide to the discovery meeting behind every six and seven-figure gift
Inside you'll learn:
The simple test for who warrants this conversation
The four things to uncover, and the questions that uncover them
How to decide afterward whether they belong in your portfolio
A prep page you can fill in this week
This Major Gifts Conversation starter framework transforms discovery meetings and enables fundraisers to focus their efforts on the prospects who are most aligned with the mission and most likely to give a major or transformational gift.
Most fundraising goes wrong long before the ask. It goes wrong when a leader pours months of attention into a major gift prospect they never truly qualified. It goes wrong when they follow the same cultivation strategy for every prospect, rather than customizing each one.
This guide teaches the one skill that avoids that trap.
Who it is for
- Executive Directors and CEOs who inherited fundraising and were never handed a process
- Development Directors looking to optimize their portfolio
- Fundraising leaders who want their whole team qualifying prospects the same disciplined way
If you have ever walked into a donor meeting unsure of what to actually say, this was written for you.
Lisa Scott, CFRE