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Would love to hear percentages of meeting format for folks - Zoom vs phone vs in-person

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I ask if they got my prior email w/a short ask to connect

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I ask if they got my prior email w/a short ask to connect

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Adding something of substance as a PS makes me, at least, feel better about multiple emails requesting a meeting or call! And if you know which topic interests your donor the most, that’s even better. 

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Adding something of substance as a PS makes me, at least, feel better about multiple emails requesting a meeting or call! And if you know which topic interests your donor the most, that’s even better. 

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Incorporating other voices from the organization (frontline leaders, program leads)

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Incorporating other voices from the organization (frontline leaders, program leads)

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For prospecting, I've asked longtime donors/sustainers (not necessarily major donors) to meet and invite a friend or family member who would be interested in learning more. 

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For prospecting, I've asked longtime donors/sustainers (not necessarily major donors) to meet and invite a friend or family member who would be interested in learning more. 

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I send handwritten notes to donors who don't have email or who I can't reach by phone. I ask if they'd be willing to share their email to receive periodic updates (from me, not CANs).  Include my card. I've had several major donors email me back who were MIA until my note

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I send handwritten notes to donors who don't have email or who I can't reach by phone. I ask if they'd be willing to share their email to receive periodic updates (from me, not CANs).  Include my card. I've had several major donors email me back who were MIA until my note

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A lot of donors feel like writing a check isn't doing enough. We're getting more folks interested in volunteering and hosting house parties

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A lot of donors feel like writing a check isn't doing enough. We're getting more folks interested in volunteering and hosting house parties

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We say we will be in your area on a given day or week; meeting with supporters in the area to share updates, build connection, ways to get involved

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We say we will be in your area on a given day or week; meeting with supporters in the area to share updates, build connection, ways to get involved

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They are older, retired, longtime supporters and very aligned with our work. They are with us on our issues. Some don't want us to spend time on them; others enjoy the connection

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They are older, retired, longtime supporters and very aligned with our work. They are with us on our issues. Some don't want us to spend time on them; others enjoy the connection

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I would love to hear from pre-Trump staff. How were you getting meetings before? Might we go back to some of those tactics?

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I would love to hear from pre-Trump staff. How were you getting meetings before? Might we go back to some of those tactics?

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Introduce myself and thank them for their X years support/engagement. Let them know we're on a listening tour to get to know our supporters, hear about the issues they care about, what's on their mind locally/nationally, ask what they are seeing or hearing about in their community. 

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Introduce myself and thank them for their X years support/engagement. Let them know we're on a listening tour to get to know our supporters, hear about the issues they care about, what's on their mind locally/nationally, ask what they are seeing or hearing about in their community. 

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There seems to be an oversaturation of meeting requests from fellow orgs + surf&turf/program dinners. Would love to think more creatively about how to engage with donors - especially in a way that centers our work, a mutual learning opportunity, and joy (like exhibits, gallery openings, concerts, etc).

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Donors seem so BUSY in big cities and it is hard to get on their calendars

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Donors seem so BUSY in big cities and it is hard to get on their calendars

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All the gratitude to the SoCal team for leading the charge on setting donor meetings despite fleeting summer avails, keeping data clean, sending out personal and informative cultivations, and supporting Comms during events and Centennial activations - all while juggling personal schedules and news cycle doom. Y'all are knockouts.

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Just wanted to shout out Nick Mercer (ACLU-SC) who's been having great conversations with donors about deepening their giving and strategizing alongside Jace (ED) to keep powering SC forward. Proud to be in your orbit!