The Private School Sample Case Study is a basic exercise in developing the skills necessary for cultivation and qualification to identify how a major gift prospect connects with your case for support in a way that resonates with their interests. Often times this can be as simple as an honest conversation over a cup of coffee.
It is always good to do your research before you schedule the appointment and prior to the visit, but don’t overprepare because it is important to have an open mind and be willing to let your potential donor direct you to where they are most likely to invest their philanthropy.