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Funder Meeting Prep

Funder Meeting Prep

$0.00 USD
$0.00 USD
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Organize your ask.

Get everyone on your team prepared to meet with – and dazzle – your funders.

Knock your next major meeting out of the park with the Funder Meeting Prep template. From research to the agenda to your post-meeting notes, this meeting template will keep your whole team up to speed, on-topic, and ready to answer even the scariest questions. For once, you'll be glad this meeting wasn't an email.

What You’ll Get

The last meeting template that you’ll ever need – keep all your notes, agendas, and research in one place to impress at your next funder meeting.

What You’ll Learn

  • How (and why) to research your funders
  • How to strike just the right tone when talking to funders
  • How to get a wayward conversation back on track
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Your download includes:

  • Written Explainer

    A PDF document that describes how to use the tool, why the tool is fundamental to success, and tips and best practices

  • Explainer Video

    Each product contains an Explainer video, each at 15 minutes or less, that provides training for the product

  • Tool or Template

    Each tool or template is flexible and compatible with both the Google and Microsoft suite

  • Analysis Tool

    Each tool includes a Word document with a specific section with prompts for each tool