As a fundraiser, you play two roles in any donor meeting. First, you’re there to be a partner to your donor, which means you’re seeking to learn more about their passions so you can help to match those with your organization’s programs.

And your second role is to act as a facilitator so that everyone is on the same page about the purpose of the meeting and leaves feeling like their time was well-used. This is a real skill that requires some practice.

In this podcast episode, Karen and Matt share their top tips for how fundraisers can successfully facilitate a donor meeting using our Permission-Based Asking™ model.

Show Highlights: In this episode, you’ll learn about…

Some common challenges fundraisers have around meeting facilitation
An overview of our Permission-Based Asking™ model
Our team’s top tips for facilitating an effective meeting with a donor

Practical Tips for Facilitating a Donor Meeting