Institute for Charitable Giving

Put a Plan Together for Your Meeting

Before I plan for a visit, I always ask myself: “How can I infuse this meeting with excitement, enthusiasm, and new ideas?” How can I add WOW! I want to make certain I plan on having something special happen at the meeting.

I also want to think in advance about how do I follow-up this meeting. And, of course, what am I going to ask for?

I plan something else that’s important. I think about what power questions am I going to ask to get the information I need. And what questions is the person likely to ask me?


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