Major Gifts: Travel tips, tricks and donor visits
Moderator: Cheryl Cobbs, UC Davis School of Veterinary Medicine
Home base support
- Have others call to confirm appointments
- Email contact report and have someone else enter it on your behalf
- Consider recording your contact reports on a recorder and having them transcribed
- Provide base support with your schedule and contact information for visits so they can help you manage changes in your schedule (late, cancellations, etc)
- Schedule time on your calendar to handle finances, schedule travel or logistics
Difficulties in getting the call/visit
- After several failed attempts (declined by the prospect), have another colleague try to set the visit
- After a specific number of failed attempts, cycle the prospect out of your pool
- Try a spontaneous drive by visit (if convenient) and leave a note or card
Technology is your friend
- I-pads or laptops can offer access to your database and donor information, enter contact reports.
- Make presentations to donors on ipad or laptop (virtual tours, special projects, event highlights, etc)
- Map Point or other similar program provides a way to identify donors/prospects in a particular geographic area that can help in tracking who you have visited or in organizing streamlined visits
- Text messages and facebook are ways to stay in touch with people
- Wealth screening- identify new donors or prospects, priorities resources, narrow the scope of a large group of data
Who pays for dinner?
- Various ideas were presented that included
- Whomever invites
- Top ranking university representatives
- Donors who don’t want to see the university spend funds this way
- Key thought is to discuss this as a staff or understand institutional policies around the issue
Last minute cancellations
- Opportunity for a call to reschedule or send follow up materials
- Understand the cancellation, but look for ways to leverage the situation to your advantage
- Bring a list of extra people to call or visit as a “back up plan” so that the time is not lost
- Alter the remainder of the day if possible to best utilize your time
- Make thank you calls