How to prepare for a donor call, actually. This is a step-by-step list.
nataliercargill.substack.com · 1,533 words · saved by 1 readers
Or, how to fundraise a million million dollars, part 3
This is part 3! See parts 1 and 2 for maximum sense-making. OK, so you’ve used all your skillz (developed from parts 1 and 2) to get a donor meeting in the calendar. I’ve done a ton of these. Here is how to prepare. (It is literally a step-by-step list, I wouldn’t do you dirty with a book or big paragraphs or anything): Advance prep Open a Google document Title it with “their name — call prep” Find, and paste word-for-word into the document, exactly how they got introduced to you (copy e.g. the text chain, or the email thread) Look for videos or tweets from the person you’re speaking…
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