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Need a speaker, or two?

Be sure to bookmark We Teach Philanthropy and learn how you can work with fellow AFPeep Dave Tinker and me to spread the word on the fabulous world of philanthropy!

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Guest post: Pear Tree Planning with Marcy Heim, The Artful Asker

Our first Women Wednesdays post comes from Marcy Heim, known as The Artful Asker. If you haven't had a chance to hear Marcy speak, add it to your continuing education calendar! She's great at making fundraisers think about what they can do to advance philanthropy, and she's known to break into song while doing it!… Continue reading Guest post: Pear Tree Planning with Marcy Heim, The Artful Asker

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Where Should You Avoid Meeting with Prospects and Donors?

Where do you meet your donors for visits?

Michael Rosen Says...

Whether you want to cultivate or ask for support, a face-to-face meeting with a prospect or donor will usually be the most effective approach. To ensure the success of your meeting, you need to carefully plan for it. That includes knowing where to avoid having that meeting.

Two types of locations make particularly poor choices for meetings:

Katz's Deli by Matt Biddulph via FlickrRestaurants/cafes. Such locations can be problematic for any number of reasons. Your guest might not feel comfortable discussing personal matters in a public setting. The noise level of the restaurant might not be conducive to conversation. Servers will inevitably interrupt your discussion. The choice of a specific restaurant could even be problematic. Consider the following true story that I shared in my book, Donor-Centered Planned Gift Marketing:

The development officer picked up the donor at her home and drove her to the Four Seasons Hotel for lunch in the very lavish Fountain…

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