152 - It All Begins With A Phone Call (Donor Visits, Scheduling Meetings, Logistics): Matt Bond

Petrus consultant Matt Bond joins Rhen on this episode of the Petrus Development Show to discuss all things donor visits.  This is another nuts and bolts interview geared especially for new fundraisers.  Listen now as Matt and Rhen walk you step-by-step through scheduling and hosting successful donor visits. In this episode, Matt and Rhen answer the following questions:I've been told I need to go meet donors.  How do I figure out who to meet?Now, I have a list of people to meet.  How do I get that meeting?  What should I say to successfully request a meeting?  We've scheduled a meeting.  Where should we meet?  How do I dress?  Who pays for the coffee/the food?  What should I order?  How do I find my prospective donor in public? We're sitting down to meet.  What does a meeting structure look like?  What questions should I ask?  How do I close our meeting?  The meeting's over.  What do I do next?   If you enjoyed the tips in this episode, consider some of the other services Petrus offers.  As Rhen mentions at the end of the episode, Petrus offers its BOAT (Basic Online Advancement Training) course as a way to learn fundraising skills while building a network of peers to support you in your work.  For more information on our fall BOAT cohort, click here.  (And, if you haven't already, be sure to listen to this podcast episode for that $200 discount code!)