How to Have Your Best Discovery Visit

Feb 13, 2018

First visits with potential donors are awkward.

You're meeting a stranger.

They're meeting you.

This can lead to all kinds of nervousness...

...and that voice in your head telling you you need to sound smart, be likeable, say all the right things AND ask for money...

This month, in Fundraisers' Monthly, we're talking all about the Discovery Visit:

  • Phrases to help turn the conversation to money
  • The best questions to ask in discovery meetings
  • Tips to make your best case for your org
  • Keys to being your best in every conversation

How can you show up to your next discovery visit calm and confident?

Here are the 4 keys to being your best in every conversation:

1. Be Authentic. - Be You. This sounds obvious and easy, but it isn't. I've walked into the offices of plenty of super-successful CEO's, lawyers, hedge fund managers, museum curators and filmmakers feeling inadequate. That voice in my head told me I wasn't smart enough or successful enough to be talking to those people.

But...

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