On-Demand Archive: Meeting with Donors & Prospects

Recorded on July 18, 2017 (75 minutes)


Personal meetings with donors - and prospective donors - are the single most effective way to cultivate meaningful relationships, collect information, and solicit gifts. Whether you're a new gift officer preparing to make visits for the first time or an experienced fundraising professional looking to enhance your technique, understanding what you should do before, during and after a visit will help ensure that it's an enjoyable and fruitful experience for you and for your donors.

Register online for your entire team to learn how to conduct effective meetings with donors and prospects. 

This recording is eligible for 1.25 points of CFRE credit.


  • Methods for securing meetings and preparing for visits in advance 
  • Tips for asking strategic questions, active listening and soliciting gifts in person
  • Guidelines for how to conduct yourself during a meeting and how to follow up afterward
  • Examples from other institutions
  • And more!
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    About the Presenter

    Keturi Beatty is Associate Vice President of Institutional Advancement at Texas A&M University - Commerce.  Previously, she served as Senior Director of Development at The University of North Texas, where she oversaw all development, stewardship, and annual giving programs for the College of Education. She also served as the Director of Stewardship and the Director of Annual Giving at The Hockaday School, an independent preparatory day and boarding school. A frequent instructor and presenter with CASE, she holds an M.A. in Communication from The University of North Texas and a B.A. in Communications from the University of North Carolina at Wilmington.