A discovery visit with a donor begins with listening. By engaging in active listening skills, the visitor will reinforce the genuine interest in learning more of this donor, her motivations for giving and her commitment to the Red Cross. It is further about building rapport and trust with a perspective and significant investor. In setting a time to visit, disclose your objectives to learn more and get feedback.
Before your appointment, mentally establish your objectives by which you will gauge the success of your visit. You may feel that sharing your experiences will give the donor ease in sharing personal information. At the conclusion of the visit, express your appreciation, be sure to send a thank you for her time and record what you have learned.