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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 and plan before my donor meetings.

Prayer

In a previous life, I spent 11 years in technical sales for a large computer company. Before I made an important call or presentation, I would say the prayer to the Holy Spirit. I memorized this prayer in second grade—long before I understood the words. The prayer is very “all purpose.” I used it before tests in high school and college, difficult conversations, and sales calls. The prayer doesn’t ask for a specific outcome, but requests God’s inspiration for the work I was about to do. 

In the corporate world, my prayer was a private endeavor, with me grabbing a bit of silence away from coworkers, often in the...

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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:

  • Transformative faith experiences of one or more students
  • A recap of the number and kind of students involved this year
  • A summary of a particularly successful ministry outreach event or retreat 

 

These glory stories and positive growth statistics are important and good to share with the reader, and they will undoubtedly lift their spirits and be a cause for hope. Yet, it is essential to remember that appeals are about you [the donor] and us [the ministry]. Making the donor visible in your ministry’s story is critical to a successful appeal and strengthening donor engagement.  

 

I want to share some practical and real-life appeal examples with...

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Throw Out the Script - Interview with Gregory Perrin on the Petrus Development Show

In this episode, Andrew visits with Gregory Perrin, Associate Vice President for Development and Alumni Relations at St. Edwards University in Austin, Texas. They discuss how Gregory ended up in development and his different roles over the past 25 years.  They also discuss the differences in raising money for a large public university and a small private school and what fundraising for higher education has been like in the midst of a pandemic. Gregory has some great stories and solid advice for anyone in development.


Show Notes:

Gregory Perrin is the Associate Vice President for Development and Alumni Relations at St. Edwards University in Austin, Texas.

 

Background

Been in fundraising for about 25 years all in the non-profit and higher education organizations. He became involved in this industry like most do: serendipitously.

 

St. Edwards University

Founded by the same priests and brothers who founded Notre Dame University. Making St. Edwards a sister...

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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 donations as we leave. 

 

Right now, pastors and directors of ministry are really loving their monthly donors. THIS summer is the PERFECT time to “share the love” through appeals to grow your base and ask your current monthly donors to prayerfully consider increasing their gifts.

Your benefactors understand that cash flow can be the difference between thriving, surviving, or dying. If they haven’t experienced a loss of income, they know people who have. They’ve seen businesses and nonprofits in their communities struggle and even close their doors. Your benefactors do not want that to happen to your ministry. So—it’s time to share...

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How to do Donor Zoom Calls - Tara Troy Doyon on the Petrus Development Show

In this episode, Tara Troy Doyon, Petrus Development Consultant, engages us with 10 tips for Donor Zoom Calls. This Petrus Lunch and Learn session is so helpful in wading through all the changes we are dealing with in this new time for fundraising. Tara breaks the process down so easily and makes it achievable. Let us know what tips you try.


Show Notes:

Tara's 10 Tips:

1. Outline what you want to say

  • Have cue cards
  • Have a compelling story
  • Make sure you are clear on the ask project & amount

2. Practice your session

  • Talk through different scenarios, be prepared to totally shift if they   deliver bad news
  • Test computer audio & video
  • Redirect your eye to the computer camera

3. Create an appropriate environment

  • Be aware of background and surroundings, including lightening.  Play   around with different settings
  • Minimize noise distractions such as children or pets, or cell phones

4. Dress professionally

  • Wear muted color clothing, no...
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