This four-hour workshop focuses on planning for and executing impactful in-person and virtual donor meetings. Participants will work together in small groups to discuss and develop a micro-strategy for their next meeting with a real-world potential donor using the five-step process for an effective donor meeting.

The recommended preparation for this workshop is The Art and Science of Donor Development (ASDD). Please click here for a complete list of ASDD offerings.


Upcoming Virtual Workshops

July 20, 2021

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Major gifts fundraisers
Fundraising leaders
Development professionals
Planned giving officers
Other fundraisers interested in expanding their major gifts mindset



$445 USD per participant (early bird rate available)

DOWNLOAD Tactics for optimizing donor meetings SYLLABUS



CFRE ConEdLogo 2021


This workshop is applicable for continuing education points in the CFRE International application for initial certification and/or recertification.