10 Tips for Using Zoom for Successful Donor Visits

10 Tips for Using Zoom for Successful Donor Visits


This article describes 10 “best practices” on how to use Zoom when communicating with major donors. Based on personal experience, these recommendations address everything from personal dynamics to technical considerations to personal productivity and time management.


The author’s extensive experience using Zoom as a remote major gift officer for the Starr King School for the Ministry – an institution that has long used remote learning – is evident throughout this valuable resource. Succinctly written with practical and easily applied suggestions, this piece should help those new to virtual major gift fundraising be more comfortable and more successful in using Zoom and other remote capabilities.

Source: sgEngage | Jessica Cloud | Jessica Cloud

Tags: Nonprofits, fundraising, virtual, COVID-19, major gifts

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