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173 - The Ask: When and How (Solicitation Considerations, Donor Visits): Andrew Robison

The Petrus Development Show

Fundraising professionals often ask Petrus about the nuances of soliciting donations. Join Andrew and Rhen as they tackle two of the most frequently asked questions that every development professional faces:  How many donor visits should happen before making the ask? There's no magic number, but timing and relationship-building are crucial. Andrew breaks down the factors that determine when you're ready to make your move. Is it acceptable to solicit major gifts over Zoom? The pandemic changed everything about donor engagement, but does virtual fundraising actually work for significant asks? While these questions might seem straightforward, the answers involve complex considerations about relationship cultivation and strategic timing. Andrew provides practical insights and real-world examples that will help you approach your next solicitation with confidence.