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When Donor Visits Go Sideways

Every fundraiser eventually walks out of a donor meeting thinking, well, that didn't go how I planned.

 

Maybe the donor was cold. Maybe leadership said the wrong thing. Maybe the setting was a disaster. Maybe you realized halfway through that this was absolutely not the moment for an ask.

 

The...

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The Do’s and Don’ts of Dressing for Donor Meetings

When you walk into a donor meeting, you’re not just bringing your case for support, you’re bringing yourself. 

 

How you present yourself matters. 

 

Attire won’t close a gift on its own, but the wrong choices can distract, undercut confidence, and even send unintended signals. 

 

Fundraisers ...

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The 6 Worst Types of Restaurants for Making a Solicitation

Picture this: Your organization's biggest donor prospect has finally agreed to meet about funding your new project. They're busy, they're selective about their philanthropic investments, and they've just said those magic words: 

"Let's discuss this over dinner. You pick the place." 

 

Suddenly, y...

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The Easiest Donor Meetings You’ll Ever Schedule

The start of the year is full of fresh goals, long to-do lists, and that faint hope that this will be the year you finally organize your inbox. (Spoiler alert: it won’t be.) 


But there’s one task you should definitely add to your calendar that’s both rewarding and surprisingly easy:  stewardship me...

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Nonprofit Executive Directors Should Join the Fundraising Adventure

By Rhen Hoehn, Director of Marketing


 

Running a nonprofit is like steering a ship through uncharted waters. As the executive director, you’re the captain, guiding the crew. Amid the waves of daily tasks, one crucial element stands out: fundraising. 

 

You might be tempted to delegate fundrais...

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Do I Really Need to Meet Donors Face-to-Face to Raise Money?

By Rhen Hoehn, Director of Marketing


I'm often asked, “Why would I spend time and money to go meet donors for coffee when I can just send them an email or letter?”

 

Or, “Wouldn’t it be easier and cheaper to put a little time into grant writing, rather than meeting with people and hoping some o...

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Setting Fundraising Goals: The Top Five Metrics

By Rhen Hoehn, Director of Marketing


Setting appropriate goals for a fundraiser can be overwhelming. Fundraisers have many different responsibilities, but they all lead to the same end goal - dollars raised.

 

Should we boil a fundraiser’s goals down to just the dollars raised for the year?

 

...
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Three Quick Tips to Improve Your Donor Visits

By Mary Walker, Petrus Blog Contributor


Donor meetings can be intimidating to both new and experienced development professionals, but they also have the potential to be such fruitful blessings to our ministry.  In my years of fundraising, I've developed a series of steps that helps me prepare a...

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Donor-Centered Language

By Mary Hernandez, Petrus Blog Contributor


Your year-end appeal is about to get to the final proofing stage, and thankfully, there is still time to edit with a critical eye and include your donors as a key player in your messaging. 

 

Your appeal likely includes these elements:

  • Transformat...
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The Summer of Loving Monthly Donors

 By Mary P. Walker, Petrus Blog Contributor & Local Charity Board Member


Where I live, we can now attend Mass in a socially distant way. Attendance is less than half of what used to be “normal.” At the offertory, instead of a pew collection, the priest reminds us to please drop off our donation...

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