By Lisa Alvezi • August 6, 2021

    GRAVYTY FUNDRAISING ACADEMY: 4 Goals for Donor Visits

    GRAVYTY FUNDRAISING ACADEMYThis post comes from the Gravyty Fundraising Academy, a series that examines how fundraisers adapt and strategize to evolve what's possible through philanthropy.

    Gravyty Fundraising Academy: Lisa AlveziYour guide for the Gravyty Fundraising Academy is VP of Customer Success, Lisa Alvezi. Lisa has worked with countless fundraisers across Higher Education, Health Care, and Nonprofit organizations to transform fundraising. As a former frontline fundraiser herself, her goal is to help you see better results from your fundraising efforts.


    4 Goals for Donor Visits

    There's nothing quite like sitting down with your donor, looking them in the eye, and using a human-to-human interaction to build on a relationship. In-person meetings with donors increase giving outcomes. That's why fundraisers have been anxious to one again make donor visits a regular part of their toolset. But you can have impactful goals for donor visits beyond securing a gift.

    As more donors take in-person meetings, it's worth visiting some of the goals these visits can help you accomplish. Here are four goals that you can set for your donor visits aside from securing a gift.


    1. Understand What They Want Their Gift to Accomplish
    If you're visiting a donor, you likely have or are hoping to establish a long-term relationship. Try to focus on their end goals and understand what they want to accomplish over their philanthropic lifetime. Don't be afraid to go too deep, even if their goals and your organization's mission only seem tangentially connected. You never know what campaigns lie ahead in the distant future and when you'll see an opportunity to make that deep connection.

    2. Gather Feedback
    Donor visits help you get straight to the point and collect feedback that might otherwise be masked in polite conversation. Understand how the donor views their contributions to your mission and consider better ways to direct their giving.

    3. Network
    When you're in person with a donor, speaking about their passion, it's a great time to ask if there are others in their network that might feel similar. Ask if others in their circles might also consider giving, and (most importantly) for an introduction.

    4. Develop a Public Advocate
    Sometimes it's donors who can best speak to and inspire other donors. If a donor has an exciting perspective, embodies the 'voice' of an essential segment of your donors, or is in a position of influence, consider asking them to share their story with others. The output could be as simple as a short video explaining why they gave or take form in a more formal write-up or article.

    Beyond using donor visits to secure a gift or make a big ask, you can set other important and influential goals for in-person meetings. Regardless of what's suitable for your donor, make sure you set the goal(s) and organize the meeting to achieve your desired outcome(s).

    If you’d like to learn more about how artificial intelligence can empower your organization to have a culture of philanthropy, personally reach new donors, and inspire giving at scale, connect with Gravyty today.

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