https://www.podbean.com/media/share/pb-bkp2q-baf118

Sitting down with a donor is an important relationship-building experience. What happens when fund development staff attend a meeting with less than reliable or complete information about the donor? A situation arises where the donor becomes aware that someone in the room is struggling to maintain a professional demeanor!  How often have you been exposed? Information that should have been readily available had simply not been retained in a useful form!  Let’s hear about situations which exposed the charity placing it in a RISKY position. Would you give your money to a non-profit which is disorganized and lacks the ability to manage effectively? The high-net-worth donor we interviewed said “NO!”.