Who is in the room?

Great reminder for those of us in fundraising.  I was recently speaking with an organization that asked a donor for a leadership gift.  The donor has a long history with the cause and has been very supportive in the past.  The individual even said the request was with her capacity range.  The donor said she would consider the request but wanted to speak with her husband.  After a spousal conversation the couple contributed at a generous level but many factors below what had been requested.

Perhaps the spouse should have been at the initial meeting.  The donor understood the opportunity and found it compelling.  The donor was unable to align her husband’s willingness to make a philanthropic investment with her passion.  The enterprise realized too late that it was missing a critical decision-maker when it scheduled its original meeting.

Do you have the right people in the room when you are requesting a philanthropic contribution?

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