Donor Stewardship Meeting Outline
You wouldn’t write a grant proposal without careful thought and preparation, so why walk into a donor meeting with nothing but the ask on your mind? As Eleanor Roosevelt put it, “It takes as much energy to wish as it does to plan,” and that’s just as true for a thirty-minute coffee meeting as it is for a six-figure grant proposal.
A little preparation goes a long way: research the donor, think through their charitable goals, and have a follow-up plan ready before you sit down. Do that, and you’re well on your way to a stronger donor engagement program.
This resource goodie is a fillable meeting outline that walks you through setting long-term and meeting-specific goals, a four-part agenda flow (opening, program update, the pitch, and what will be different), and a prep checklist so nothing falls through the cracks.
Download this resource goodie and enjoy!
