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Storytelling for Grantseekers: A Guide to Creative Nonprofit Fundraising by Cheryl A. Clarke

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HOW TO STAGE A SITE VISIT

For a nonprofit agency to orchestrate a successful, informative site visit, everyone participating must be fully prepared. Just as in a stage presentation, all the performers (in this case, participants) must have the same script, and each must fully understand the role he or she is expected to play. Most often, it is the fund development staff that orchestrates a successful site visit. Because your role is likely to be that of “director,” here are a list of tips that will help you prepare for and execute a site visit that best showcases your agency.
Find out who your audience will be. You need to know who is coming for the visit and whether your agency is hosting one program officer or an employee contributions ...

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