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 Workshops

December 1, 2020
December 11, 2020
January 19, 2021


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DOWNLOAD Tactics for optimizing donor meetings SYLLABUS


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


$395 USD per participant

Group Discount for Virtual Offerings: Sign up 5 or more team members and receive a 20% discount.*
Please register the entire group at the same time to receive this special rate.

*Group must register for the same date/offering for discount to apply.



CFRE Certified Fund Raising Executive Approved Provider for Continuing Education 2019


This workshop is applicable for 4.00 continuing education points in the CFRE International application for initial certification and/or recertification.