chronicle of philanthropy

What You Should -- and Shouldn't -- Do When Meeting with Our Foundation for the First Time (or Any Time)

What You Should -- and Shouldn't -- Do When Meeting with Our Foundation for the First Time (or Any Time)

The Chronicle of Philanthropy recently ran an Op-Ed offering fundraisers advice for first-time meetings with a potential donor. While every funder operates somewhat differently, much of the advice offered there would not apply to a meeting with the staff or board of The Helen J. Serini Foundation. Our Program Officer wrote a response adjusting these "expectations" for funders entering into first-time meetings, but we thought it could be helpful to expand upon the response to give current (or prospective) nonprofits an idea of what to expect when meeting with any of our team, be it staff or board.