{"id":132395,"date":"2025-08-05T05:00:26","date_gmt":"2025-08-05T09:00:26","guid":{"rendered":"https:\/\/bloomerang2dev.wpengine.com\/?p=132395"},"modified":"2025-10-22T09:43:52","modified_gmt":"2025-10-22T13:43:52","slug":"securing-the-first-donor-meeting","status":"publish","type":"post","link":"https:\/\/bloomerang.com\/blog\/securing-the-first-donor-meeting\/","title":{"rendered":"Securing the first donor meeting"},"content":{"rendered":"<p>What is the most challenging element of the resource development continuum that starts with \u201cnice to meet you\u201d and concludes with \u201cthank you for your gift?\u201d<\/p>\n<p>We were among the many that were surprised by the conclusion reached according to those surveyed in Langley Innovations&#8217; and Donor Participation Project&#8217;s State of the Development Profession Survey. It is <b>&#8220;getting the first donor meeting.&#8221;<\/b> No other challenge comes close to it. This finding is all the more mysterious because the majority of those surveyed expressed confidence in their ability and overall level of training, felt as if their fundraising materials were effective, and thought their performance metrics were fair.<\/p>\n<p>We were expecting to hear that it was asking for the gift, especially face to face.<\/p>\n<p>But common sense reminds us that without the first donor meeting nothing else is possible in forging new friendships for nonprofits, sharing crucial data and stories on mission impact, and ultimately earning gifts of time, talent, and treasure.<\/p>\n<p>So, let\u2019s share experience, lessons learned, and personal insights on principles, strategies, and best practices for securing the all-important initial <a href=\"\/blog\/mastering-donor-meetings-with-preparation\/\">meetings with donor prospects<\/a>. Our favorite format is \u201clists of 10,\u201d so here are our 10 stratagems acquired over a long career in the advancement profession.<\/p>\n<ol>\n<li><strong> Turn up the temperature: <\/strong>They are referred to as \u201ccold calls\u201d with good reason. The donor prospect doesn\u2019t know you or have any reason to trust you. That\u2019s why we always emphasize that all staff, board members, volunteers, and other members of the nonprofit family can contribute hugely to resource development success without ever having to ask for gifts themselves. This starts with breaking the ice and introducing contacts within their professional, personal, and civic networks to the mission of the nonprofit. So, when you reach out by telephone, email, or text, it can be a much more desirable \u201cwarm call.\u201d<\/li>\n<li><strong> Money is the last thing on your agenda: <\/strong>The top priority is discovering everything possible about the donor prospect\u2019s background, motivations, values, and priorities. Your purpose is simply to learn their stories, and most people love sharing their stories.<\/li>\n<li><strong> Schedule at their convenience:<\/strong> We\u2019re all different and are all on different schedules. Find out their sweet spots. Just as important, find out their preference for communication \u2014 phone, email, text, or hopefully in person. On the topic of <a href=\"\/blog\/major-donors\/\">in-person meetings<\/a>, we consistently find that neutral site coffees in midmorning or midafternoon are much easier to schedule than lunches.<\/li>\n<li><strong> Ask for their opinions:<\/strong> The old adage remains true as ever \u2014 ask for money and you get advice, but ask for opinions and the door opens to gifts down the road.<\/li>\n<li><strong> Listen more than talk: <\/strong>We like the formula suggested by our good friend and mentor, Laura Fredricks, CEO and Founder of THE ASK\u00a9, who defines a productive meeting as one in which the donor speaks 75% of the time and the nonprofit representative 25%. Be disciplined in delaying the temptation to share the mission, vision, and values of your organization.<\/li>\n<li><strong> Play show and tell: <\/strong>It\u2019s one thing to talk about your nonprofit, but there\u2019s no substitute for having donor prospects see facilities and observe the impact of programs and services for themselves. Especially powerful is putting faces to beneficiaries and those served by the mission.<\/li>\n<li><strong> Set a specific objective: <\/strong>Go into each and every meeting with one measurable takeaway in mind. This could be as basic as learning what\u2019s important to the donor prospect and initiating a new friendship.<\/li>\n<li><strong> Be fanatical about follow-up: <\/strong>If you are fortunate enough to enjoy a productive first meeting, consider that your work has just begun. Keep momentum building by following up via the other party\u2019s preferred method of communication. If you are asked questions you can\u2019t answer, be sure to research it and relay that information as swiftly as possible. We call sending handwritten notes through snail mail the secret sauce of stewardship. How many do you receive each day? This will definitely set you apart and above others.<\/li>\n<li><strong> Enter notes into your <a href=\"\/crm\/\">donor CRM<\/a>: <\/strong>Typically, we call these \u201ccontact reports\u201d that address the highlights of what was learned during the meeting and next steps in advancing the friendship.<\/li>\n<li><strong> Strategically plan the next &#8220;move:\u201d <\/strong>The ultimate goal is obtaining gifts of time, talent, and treasure. The greater the target amount, especially for <a href=\"https:\/\/bloomerang.com\/blog\/top-strategies-to-kickstart-major-gift-fundraising\/\">major gifts<\/a>, requires more time and distinct activities aligning the values, priorities, and needs of donor prospects with the mission of your nonprofit.<\/li>\n<\/ol>\n<p>Consider the first meeting as the equivalent of a first date. You\u2019re on your best behavior. You want a second, third, and successive dates that culminate in an authentic bond that grows closer and closer over time and a partnership that benefits everyone involved.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the most challenging element of the resource development continuum that starts with \u201cnice to meet you\u201d and concludes with \u201cthank you for your gift?\u201d We were among the many that were surprised by the conclusion reached according to those surveyed in Langley Innovations&#8217; and Donor Participation Project&#8217;s State of the Development Profession Survey. [&hellip;]<\/p>\n","protected":false},"author":232,"featured_media":66745,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[],"tags":[],"cause":[],"article_author":[],"webinar_host":[],"topic":[344,355],"class_list":["post-132395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","topic-fundraising-general","topic-major-gifts"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Securing The First Donor Meeting | Bloomerang<\/title>\n<meta name=\"description\" content=\"The first donor meeting is crucial for sharing data and stories on mission impact. Here are some best practices for meeting donor prospects.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bloomerang.com\/blog\/securing-the-first-donor-meeting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Securing the first donor meeting\" \/>\n<meta property=\"og:description\" content=\"The first donor meeting is crucial for sharing data and stories on mission impact. Here are some best practices for meeting donor prospects.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bloomerang.com\/blog\/securing-the-first-donor-meeting\/\" \/>\n<meta property=\"og:site_name\" content=\"Bloomerang\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bloomerangtech\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-05T09:00:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-22T13:43:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bloomerang.com\/wp-content\/uploads\/2015\/01\/donor-meeting.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2440\" \/>\n\t<meta property=\"og:image:height\" content=\"950\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jim Eskin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@bloomerangtech\" \/>\n<meta name=\"twitter:site\" content=\"@bloomerangtech\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jim Eskin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/\"},\"author\":{\"name\":\"Jim Eskin\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#\\\/schema\\\/person\\\/4b19a250a3739213f4aed70b95ebcb4a\"},\"headline\":\"Securing the first donor meeting\",\"datePublished\":\"2025-08-05T09:00:26+00:00\",\"dateModified\":\"2025-10-22T13:43:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/\"},\"wordCount\":794,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2015\\\/01\\\/donor-meeting.jpg\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/\",\"url\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/\",\"name\":\"Securing The First Donor Meeting | Bloomerang\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/securing-the-first-donor-meeting\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2015\\\/01\\\/donor-meeting.jpg\",\"datePublished\":\"2025-08-05T09:00:26+00:00\",\"dateModified\":\"2025-10-22T13:43:52+00:00\",\"description\":\"The first donor meeting is crucial for sharing data and stories on mission impact. 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Bloomerang synchronizes donor data across these nonprofit tools and empowers fundraisers to raise more.\",\"email\":\"info@bloomerang.com\",\"telephone\":\"1-866-332-2999\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"501\",\"maxValue\":\"1000\"},\"address\":{\"@type\":\"PostalAddress\",\"streetAddress\":\"9120 Otis Avenue\",\"addressLocality\":\"Indianapolis\",\"addressRegion\":\"IN\",\"postalCode\":\"46216\",\"addressCountry\":\"US\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/#\\\/schema\\\/person\\\/4b19a250a3739213f4aed70b95ebcb4a\",\"name\":\"Jim Eskin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/cropped-Image-2024-10-25-at-1.52.40-PM-96x96.jpeg\",\"url\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/cropped-Image-2024-10-25-at-1.52.40-PM-96x96.jpeg\",\"contentUrl\":\"https:\\\/\\\/bloomerang.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/cropped-Image-2024-10-25-at-1.52.40-PM-96x96.jpeg\",\"caption\":\"Jim Eskin\"},\"description\":\"After a successful career leading advancement for three institutions of higher education, Jim Eskin's consulting practice, Eskin Fundraising Training\u00a0launched in 2018, builds on the success of his more than 250 fundraising workshops, webinars, webcasts and podcasts and provides the training, coaching and support services that non-profits need to compete for and secure major gifts. He has authored more than 150 guest columns that have appeared in daily newspapers, business journals and blogs across the country, and publishes Stratagems, a monthly e-newsletter exploring timely issues and trends in philanthropy. Sign up here for a free subscription. He is author of 10 Simple Fundraising Lessons, and has released his second book, How To Score Your First or Next Million-Dollar Gift, available November 12, 2024. For those who pre-order, there\u2019s a special offer: Just reserve your copy we will also send you a complimentary copy of our first book that provides a solid foundation to understand how to best apply the lessons highlighted in the new book.\",\"sameAs\":[\"http:\\\/\\\/www.eskinfundraisingtraining.com\"],\"url\":\"https:\\\/\\\/bloomerang.com\\\/blog\\\/author\\\/jim-eskin\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Securing The First Donor Meeting | Bloomerang","description":"The first donor meeting is crucial for sharing data and stories on mission impact. 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