A Question About Taking Notes

Question:
During your experience working with prospective donors have you had anyone take offense to your note-taking during the meeting? If so, how did you respond?

Tom
As you know, I am big on using a notepad to take careful notes during donor meetings. Of course sometimes this is not appropriate if you are at a prestige social club (although I always keep a small notebook in my suit coat pocket to jot down quick thoughts and action item reminders).
In general, the only time I have problems with taking notes during donor interviews and meeting are with attorneys. They may not say anything but they stare at me writing things down. If that happens, I close my notepad and only reopen it if they provide a specific name or we agree on an action step.

Most people thank you for listening carefully enough to write down what they are telling you.

Try it.

Tom Wilson
Author, Winning Gifts

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