Ask any experienced gift officer what they do on a donor visit and they’ll walk you through something that sounds deceptively simple. They arrive knowing something about the person (some of us more prepared than others), make warm introductions, ask questions designed to surface what matters most, and listen for signs of capacity and propensity to give. Before they leave, they’ve identified next steps and committed to a follow-up. It’s a skill built mostly through trial and error — because most shops don’t design a way to teach it or invest in expensive training programs — but it exists, and it lives almost exclusively on one side of the advancement shop.
