Discovery Meetings: Get Out From Behind Your Desk and Uncover Prospects and Planned Gifts with Eli Clarke

For frontline fundraisers, the most impactful action we can take is to meet with our donors face-to-face. Yet unfortunately, securing meetings with donors often falls to the bottom of our to-do list.

In roles at the University of Toronto and McMaster University, Eli developed systems and habits that resulted in hundreds of donors meeting, dozens of identified prospects, and millions of dollars in legacy gift commitments. Together, we will explore how to get out from behind your desk and meet with your donors face-to-face by focusing on:

• Prioritizing donor contact

• Quickly identifying prospects

• Contacting, following up, and securing meetings

• Preparing for meetings

• Leading and having meaningful conversations

Thank you to our sponsor, Canada Life, for supporting our education session and subsidizing this event for our members!