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214 search results for: advice visits


The Advice Visit: Opening the Door to Your Major Donor

Advice Visits are one of our golden tools to get to know prospective major gift donors and discover what’s on their mind. They are a key step in the qualification and cultivation process for major donors. Advice Visits are based on the old adage: “If you want someone to give you advice, just ask for […]


Don’t Waste Your Capital Campaign Feasibility Study

Some capital campaign feasibility studies are simply a waste of time and effort. It’s a real shame when an organization spends significant time, energy, and money on a study that is not helpful. Frankly, this result is disappointing to everyone involved. As consultants, we’re also just as disappointed as our clients and their board members. […]


6 Ways to Nail Your Next Major Donor Visit

Here you are, prepping for your big major donor visit. Yay!  As you walk into her office or home, should you be saying: “Yikes! What do I do now?” Don’t fail in your next major donor visit. I’ve seen lots of people strike out when they finally get that coveted appointment with their major donor. […]


Planning a Campaign? Add Power and Influence

We were helping one of our clients work through a challenge yesterday. Our client, a national organization, is planning a $300 million capital campaign. The problem is, the organization’s board is not composed of “heavy hitters” so to speak, who hold power and influence. The organization has a lot going for it. Its mission is […]