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How to Keep Major Donors in the Fold

Use Meetings With Wealthy Donors to Build Connections

Even when you’ve met a big donor and you know the causes that person cares about, it can be hard to make the most of a single meeting and get to know a wealthy benefactor better. How do veteran fundraisers do it?
We’ve collected some of their best advice here. They share key questions to ask to foster meaningful conversations and strengthen relationships, tips for the best ways to end a meeting, and ideas for keeping interest alive after a big gift.
For long-term payoffs, experts advise adopting a patient approach while keeping channels of communication open. Read Why Fundraisers Should Take the Long View.
But even strong relationships can be tested, so it’s a good idea to protect your organization and your donors through clear communication and written agreements.