Hey Fundraiser!

The First 5 Minutes of a Donor Meeting

Mary Petersen

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0:00 | 27:08

In this episode, Mary Petersen provides a master class on the critical first five minutes of donor meetings, emphasizing their importance in setting the tone, creating depth, and leading the conversation towards meaningful engagement. She outlines common pitfalls to avoid, offers a structured framework for effective donor engagement, and discusses various scenarios that fundraisers may encounter during meetings. The episode concludes with strategies for structuring the remainder of the meeting to ensure progress in donor relationships.


#donormeetings #fundraising #majorgifts #fundraisingstrategies

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the script.

More from Mary:

📘 Mary's books. What to Say and Small Table Big Philanthropy. The books behind the methodology.

🔥 Major Donor Meeting Mastery. My step-by-step system for donor meetings that move the relationship forward.

👩🏻‍💻 Momentum Training. My complete packaging + ask system, all in one place.

💻 Connect with Mary Petersen