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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Christopher Davenport says
If you have any stories or advice around recording major donor moves, please share it with everyone else. Leave a comment. Thanks. 🙂
This is a great topic! As someone who has come into an organization after other folks have left and had to recreate histories about donors, I agree with all your points – especially for those folks coming after you.
I personally build time into my days to at a minimum jot down the notes from my conversation so that I don’t forget all the details.
Could you talk about what format and/or program you use to record this?
craig stewart says
Great reminders Jeff of the importance of tracking cultivation of major donors. It ensures continuity and consistency for the important relationship you and your organization develop with those key donors who have reason to care most deeply about your mission.
Aaron R says
All great points. I often utilize my time when driving (when stuck in L.A. traffic) to record a short audio clip on my phone. When I have time later, or even a few days after, I will then listen to my recordings and write over what was recorded. This is a great technique when just finishing a meeting and driving home. The information is really fresh and less details are forgotten.
Michael Knight says
We are in training to use the upload function of donor perfect for mass updates.