Leaders keep derailing donor visits?

I can’t tell you how many times I’ve watched a beautifully teed‑up donor conversation go sideways the moment a well‑intentioned CEO or board member “pops in” unbriefed. You’ve done the research, built the relationship, framed the invitation…and then the message gets fuzzy, the energy shifts, and the donor walks away more confused than inspired.

In my latest episode of The Intentional Fundraiser, I share how I’ve learned to turn those moments from chaotic to coordinated over nearly 30 years in major gifts. I walk you through the exact one‑page pre‑brief I use, how I coach leaders before we ever step into the room, and the subtle phrases I rely on to gently steer things back on track when conversations drift.

You’ll hear stories from real visits, practical language you can borrow with your own executives and board members, and a few ways AI can quietly help you prep and debrief meetings without losing the human touch.

What would change for your major gift program if every leader who joined a donor meeting showed up prepared, concise, and aligned with you?

Listen to “Turning Leaders into Effective Major Gift Partners,” and if it’s helpful, share it with a colleague or board member who often joins you in donor conversations.

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