Our long time annual fund top donors…you know that they are your next prospective major gift donors! And you know that major gifts require a relationship beyond the letter and on-line appeals they have been part of. BUT…that’s scary – for the donor and for you. Suddenly you are going to be Face-to-Face for the first time! Learn tips to have conversations that get these first Face to Face encounters. Then, what makes this first experience the beginning of something wonderful? Learn how to build trust, comfort and confidence in each other AND magnify your shared values and interests. Join Marcy Heim and get Face to Face with the best mindset and actions that make this first visit the first step in creating a lifelong partnership.

Learning Outcomes:
1. Gain an understanding of why this first appointment is so special – and sometimes difficult.
2. 5 Tips for securing the appointment that usually are successful
3. Do’s and don’ts for that first visit that build trust
4. Your visit prep
5. The most important step – setting up the NEXT visit

Marcy Heim, CFRE, PLCC

Founder and President

The Artful Asker

Marcy's a proven major-gift expert, life/fundraising coach, author, speaker, singer and mom. She inspires others to create their mindset and actions for optimal giving results and joy. For 23 years she managed her major gifts team at the UW Foundation team through 3 campaigns, one $1.8 billion. She been awarded the CASE Crystal Apple and AFP’s Outstanding Fundraiser and has been featured internationally for 10 years. Her book, “Empowering Development Ambassadors” guides her board educational experiences. Over 11,000 have embraced her “Making an Artful Ask” tool. VIP clients produce amazing increases in major gift capacity and enhanced cultures of generosity.