Fundraise Smarter

Ask the Experts: How to Handle First Time Major Gift Meetings

Posted by Andrew Littlefield on Jun 1, 2015 10:00:00 AM

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You've finally got that major gift prospect on the phone, and they've agreed to come in and meet you...now what?

We had the pleasure of talking to fundraising veteran Peter Heller, founder of Peter J. Heller Consulting about this very topic! Check out our video interview below, and don't miss these highlights:

  • What to do before getting on the phone with your prospect (0:44")
  • The 3 most important things to remember when meeting with a prospect (5:15")
  • When you should turn down a $5,000 gift (6:15")
Check out Peter's upcoming webinar, "How to Ask for Big Gifts from Individuals in 3 Easy Steps" on June 17th!

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Topics: Major Gifts

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