Securing Donor Visits


Everything you need to know to meet and exceed you activity goals. Meeting your activity goals will inevitably lead to meeting your fundraising goals. Learn how to organize yourself to allow for maximum amount of time for donor interactions. Discover multiple ways to secure donor visits, how to conduct them and how to identify follow up items. This course also includes a list of strategic questions and sample email templates.

  • Organize your time for optimal donor interactions
  • Book donor visits
  • Prepare for donor visits and engage others
  • Conduct successful donor visits
  • Follow up and secure the next visit

This course is eligible for 1.0 CFRE Continuing Education points.

Topics for this course

5 Lessons

Securing Donor Visits

Securing Donor Visits00:28:00
Conducting Donor Visits and Follow up00:17:00
Preparing for Donor Visits00:10:00
Ten Questions to Ask00:08:26
Sample Briefing Note00:04:00

About the instructor

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9 Courses

15 students

Securing Donor Visits

You must have a membership plan to enroll in this course.