Major Gifts Fundraiser/12 Steps to Getting a Visit

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12 Steps to Getting a Visit

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Major gifts begin with visits. And visits begin with a phone call.

This practical cheat sheet outlines 12 clear, tactical steps to help you confidently schedule more donor meetings. From preparation and mindset to call structure and closing for a date, this resource walks you through the mechanics of getting on a donor’s calendar.

If you struggle with hesitation, awkward calls, or inconsistent follow up, this guide will help you focus on the one objective that matters: securing the visit.