We See What We Already Believe: Guiding Donor Assumptions in Client Interactions

I’ve written quite a bit about how to prepare donors for their client experiences and what should be included in their guidebooks, but there’s one very important thing we need to address: assumptions and expectations. Although these words are often used interchangeably, in my work, I draw some critical distinctions between the two: Assumptions are […]

3 Ways to Effectively Use Program Staff on Donor Trips

In my last article I cautioned you against overextending, burdening, and miscasting your Program Staff and Local Partners (the people who work for you on-site where your organization’s work is happening). Now let’s dive in to discussing the three most meaningful ways to make use of their skills and knowledge. 1. For direct client engagement […]

Avoid These 3 Mistakes When Working with Program Staff on Your Next Donor Trip

For all those folks in fundraising who are planning your next donor trip with the help from locals on site: this article is for you. Your on-site Program Staff and Local Partners have important roles to play—just not necessarily the ones you think. Support them by allowing them to do their actual jobs. Don’t overburden […]

Making the Most of Mixed Groups with 5 Tips

I recently wrote about how a donor trip can be used effectively with donors at any stage of the donor cycle. But let’s get real: while some organizations have large enough travel programs to offer different trips for different donors at each stage, many organizations only do one trip (or a handful of trips) a […]