Do you keep track of each thing you do with major donors?
If you’re like many major gift officers (MGO’s), you probably don’t record much of what you do with each of your major donors. Let’s face it, life is busy enough. There is a mountain of stuff calling for our attention. Recording what we do with major donors can wait. You can remember what you’re doing with each donor, right?
Well, sit back and watch this week’s video featuring Jeff Schreifels from the Veritus Group. He makes a good case as to why we need to be actively recording all of our moves with donors. And then he gives three tips on how we can make sure we record our major donor interactions.
If you have any stories or advice around recording major donor moves, please share it with everyone else. Leave a comment under the video. Thanks.
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