As development professionals we are constantly called upon to properly prepare our volunteers for the often-daunting task of a face-to-face solicitation. We all know the advantages derived from the personal visit compared to a phone call, letter or brochure. Whether your solicitation team is requesting a seven-figure gift or a three-figure gift, the amount of time you spend researching your donor and preparing your team for the solicitation will be directly related to your success rate. At Custom Development Solutions, Inc. (CDS) we insure that the volunteers with whom we work are well prepared and thoroughly trained through the use of what we call the Leadership Solicitation Briefing Document.
Topics: Board Development, briefing, Campaign Feasibility and Planning Studies, Capital Campaigns, CDS, Custom Development Solutions, development, donor, Fundraising Principles, gift, Leadership briefing, Professional Skill Building, professionals, researching, solicitation, volunteers