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Closing a Gift in Five Meetings: The Five-Meeting Model™

The Education Advisory Board (EAB) has demonstrated that the most high-performing gift officers close a major gift in five meetings, by evaluating data provided by numerous institutions. To help more fundraisers secure a larger number of gifts more quickly, while also focusing on the meaningful interactions needed to build an authentic relationship, KDD Philanthropy has taken that research and created the Five-Meeting Model™. Participants will receive an exercise to bring this model to life.

In this webinar, we will lead gift officers and leaders through this model, which provides the following:

  • Serves as a template for creating strategies.
  • Provides a checklist to ensure gift officers have taken every necessary step to build the authentic and donor-centered relationships that will lead to true generosity.
  • Strengthened outreach strategies from qualification to solicitation.
  • Additional ways to think about probing questions throughout the phases of a fundraising relationship.
  • Real-life examples of how the model works.

 KDDPhilanthropy webinar is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

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