Set up your own system to track your prospecting and donor cultivation so that you can efficiently fundraise.
Systematically Cultivate Your Major Donors
Fundraising is more of an art than a science. Many organizations rely on the “shotgun” approach of trying to reach out to as many people as possible. However, real results are achieved by using a “rifle” approach. Target those donors that have the best fit with your organization’s mission and actively cultivate their support in a personalized fashion. Setting up a moves management system or a set of cultivation steps for major donors can help you with this targeting process. DonorSnap can help you track your cultivation progress with the use of its tickler, user defined fields and notes features. Each organization will have its own major donor cultivation approach. DonorSnap provides flexible tools to enable customization according to the organization’s requirements.
Set Target Dates and Reminders
DonorSnap’s tickler system can be used to set up a detailed plan for a given donor with assignment of responsibility for tasks and automatic email reminders. The dashboard allows each DonorSnap user to quickly see which tickler items they have coming due.
Track Your Progress
Utilizing the user defined fields in DonorSnap you can create a tracking record to monitor where each key donor is in the cultivation process. This information is accessible via DataMiner Platinum queries and allows for quickly segregating key organizational donor targets
Keep Detailed Notes
Donor cultivation is a process that happens over time with each potential donor having unique characteristics, likes, interests, etc… Not everything can be reduced to a check box or categorized. DonorSnap facilitates keeping detailed notes for each contact. This allows multiple parties to be involved in the development process and provides a concise record of conversations and visits with the Contact.