Pre-Visit Outline
Donor Name
Date of Visit
Location of Visit
Purpose of Visit (Check One)
Gratitude
Cultivation
Solicitation
Other
Please define:
Most Recent Gift
Gift Date
Gift Amount
Relationship Manager
Oldest Gift
Giving History
Date
Amount
Definition of success for this meeting:
Talking points to include:
Notes from any previous discussions:
Major Gift Solicitation Post-Visit Notes:
Based on the outlined definition of success for this meeting, was it an effective visit?
Check ONE:
YES
Why or why not?
NO
What are the proposed next steps for this donor? Who is best to follow up next? When?
A copy of this form, along with copies of any documents sent/received before, during, or after the visit should be turned into your Branch Executive to be filed in the Development Office.