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The No-Agenda Visit: Your Most Powerful Cultivation Tool

April 10 · 22 min · 15.9 MB
0:00-22:01

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Mary introduces the no-agenda visit as the cornerstone of the cultivation phase in her 4-step system (Engineer → Culivate → Solicit → Steward). This isn't 'showing up without a plan' — it's showing up with a completely different plan: the plan to listen. In this episode, you'll learn how to prepare for a visit where you're not pitching, the 5 questions that open every real donor conversation, how to read relationship readiness signals, and the follow-up routine that turns every no-agenda visit into meaningful next steps.

Mary also shares the story of a $250,000 gift that came from a visit where nobody asked for anything.

PREORDER: Small Table Big Philanthropy - comes out April 30th!

DOWNLOAD: The No-Agenda Visit Guide

#fundraising #donorrelationships #noagendavisit #cultivation #majorgifts

🪑 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