Alan Goldman

Questioner
DISC Type : c

Senior Director, Gift Planning at National Audubon Society

Cleveland, Ohio, United States

Overview

Alan has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Systematic

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Alan has no verified topics they care about

Media Appearances

Alan has no verified media appearances

Work History

3-2025
Senior Director, Gift Planning at National Audubon Society
4-2017 - 3-2025
Associate Director of Gift Planning at Oberlin College
2-2016 - 2-2017
Director of Development, JLIC at Orthodox Union
11-2007 - 12-2011
Fundraising & Grants Consultant at The Negev Foundation
4-2006 - 1-2016
Development Director at Greater Cleveland Volunteers

Education

1996 - 1999
JD from Case Western Reserve University School of Law
1991 - 1993
MSW from Yeshiva University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Cleveland, Ohio, United States Job Level : N/A Designation : Senior Director, Gift Planning at National Audubon Society
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Alan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Alan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Alan

Personality Compatibility


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