Getting Your Foot in the Door – Securing First Visits with Prospects

Date: July 27, 2017 · Time: 11:00 am - 12:30 pm cst

For many gift officers, one of the most frustrating problems involves securing visits with donors and prospects – especially first visits. In many instances, your institution may not have contacted these individuals for a number of years and efforts to set up face-to-face visits may be met with skepticism or even annoyance.

In this webinar, Jason McNeal, Ph.D. will explore the purpose of first visits and will offer 6 effective approaches to securing them. You will learn how to communicate with donors and prospects in ways that will enhance your success and you will come away from the webinar with real-life examples of how to get more visits tomorrow!

Here are the topics we will cover:
• The Purpose of the First Visit
• What are we Discovering?
• How to Get Appointments: 5 Approaches
• Strategies when first attempts don’t work
• How to Get Past Your Psychological Hurdles
• Getting the 2nd Visit

The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of presentation and a recording of the webinar with your registration.

Your Faculty

Jason McNeal, Ph.D., Gonser Gerber partner, has provided advancement leadership to non-profit organizations for 15 years.  Having served as the chief advancement officer at East Georgia College and Maryville College (TN), he also has consulted with institutions throughout the U.S. and Canada.  Dr. McNeal has written extensively on key issues in non-profit fundraising and leadership including his blog that you can find at

Who Should Attend

 Mid-level Advancement Professionals – For staff who already know the basics and need to refine skills in defined areas.

New to Advancement – For professionals new to the advancement profession – whether this is your first job or you’re a workforce veteran.

  • Campaign Volunteer Leaders
  • Chief Advancement Officers
  • Development Directors
  • Annual Giving staff
  • Major Gift and Planned Giving staff
  • Alumni/Constituent Relations staff
  • Campaign staff

Cancellation Policy

Full Webinar refunds will be made for cancellations received 24 hours or more prior to the start time of the Webinar. All but $50 will be refunded for cancellations received within 24 hours of the webinar.