The reemergence of another wave of COVID-19 and additional stay-at-home recommendations signify the ongoing importance of productive virtual donor visits. Unlike in-person visits, virtual visits require additional preparation and thoughtfulness to truly replicate the in-person experience.
Despite the extra preparation, virtual meetings save organizations a lot of time and money. Just think about how many visits a gift officer can conduct a week without travel! Some believe virtual meetings will remain popular even as social distancing measures ease because both donors and organizations recognize its efficiencies: it is convenient and saves time and money.
Since virtual meetings are here to stay, Cassie Meko shares creative measures to “snag” either a first-time visit or even a solicitation, followed by best practices for reliving the in-person experience in a virtual format.