"Principles of the Face-to-Face Visit: Engaging Donors During and After COVID-19" is the title of a free Pentera Webinar Friday featuring Lynn Malzone Ierardi, director of gift planning for the University of Pennsylvania. The Webinar begins at 1 p.m.
"Given the current crisis circumstances, it may be a while before we are able to visit with donors in a coffee shop, over lunch, or in a living room," Ierardi says. "Nevertheless, we must continue to engage donors and stakeholders."
Ierardi will discuss the principles of successful visits—preparation, execution, and follow up—and apply them to phone calls and virtual visits.
"We will review these steps to maximize the success of our outreach now—and prepare for the days when we are finally able to go back to those coffee shops, restaurants, and living rooms for face-to-face visits," she says.
You can register for the free Webinar here.