Henry Freeman practical Tips for Successful Fundraising

Henry Freeman Tip 45 – The Team Visit: Who Does What and Who Sits Where?

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The Team Visit: Who Does What and Who Sits Where? – Henry Freeman Tip 45

Nonprofit.Courses (https://nonprofit.courses) is excited to bring you Henry Freeman’s Series: 50 Practical Tips for Fundraising.

Often non-profits will agree that team of people should visit a prospective large donor but they do not think strategically about each person’s role during the visit. It is very important for each team member to approach the visit knowing what each person’s primary role is. Otherwise many important opportunities for both nurturing the relationship and interpreting the results of the visit may be lost.

(c) 2009 H. Freeman Associates, presented with permission.