Choosing the Right Location for Prospect Meetings

Posted on 08/24/2013

x marks the spotMany real estate experts will tell you that the three most important things to consider when buying a home are location, location, and location. The right house at the right price – but in the wrong area – is probably not a place where you’ll enjoy living and is unlikely to be a good investment in the long run.

This can also be applied in fundraising when deciding where to meet with a prospective volunteer, sponsor, or donor. Meetings are an opportunity to listen, observe, and understand. With that in mind, the next time you arrange one, suggest a meeting spot in the following order:

  1. Their home
  2. Their office
  3. The center of your institution
  4. A neutral location
  5. Your office

Meeting someone in their home or at their office allows you to see them in their own environment, to look for clues, and to better understand what’s important to them.

If their space isn’t an option, then try to meet them in a place where they can see your institution’s mission in full effect like the student center, the hospital cafeteria, or a project work site.

Lastly, a neutral location such as a restaurant or coffee shop isn’t ideal, but it’s better than meeting at your office. Remember, it’s not about you, it’s about them.

Want to learn more? CLICK HERE for AGN’s Webinar on Traveling to Meet with Donors.

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