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The Fundraising Coach · Nov 7, 2025 · 7 min

Don't Pitch—Connect: 10 Smart Moves for First Donor Meetings

Your first face-to-face meeting with a donor isn't a sales pitch or interview. And it's definitely not the time to comb through the details for your 30-page strategic plan. It's a discovery conversation—a delightful dance where you listen, learn, and laugh. Apply the following 10 tactics to get your first meeting right and the odds of landing a second meeting (and ultimately a donation) jump to more than 70%. Not bad for the cost of a latte and scone. Listen in and learn . . .

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Your first face-to-face meeting with a donor isn't a sales pitch or interview. And it's definitely not the time to comb through the details for your 30-page strategic plan. It's a discovery conversation—a delightful dance where you listen, learn, and laugh.

Apply the following 10 tactics to get your first meeting right and the odds of landing a second meeting (and ultimately a donation) jump to more than 70%. Not bad for the cost of a latte and scone.

Listen in and learn . . .