using technology for legacy and major donor tracking kevin martone technology program manager jcamp...
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Using Technology for Legacy and Major Donor Track ing
Kevin MartoneTechnology Program ManagerJCamp [email protected]
“Great! We get to talk about data management!”
- Nobody. Ever.
• Manage/schedule cultivation/stewardship activities with prospects/donors
• Track Legacy donors, including detailed info needed for Legacy
• Assign a Prospect to a solicitor/cultivator
• Segment fundraising letters for better personalization
• Track Pledges to send reminder letters, track status
• Track Legacy Pledges
• Reports to manage Legacy/major donor fundraising efforts
• Reports to find good Legacy/Major Donor prospects in database
• Other?
Today ’s Agenda
Scheduling Contacts
Tracking Historical
Touchpoints
“Know Your Donor”
Assign Prospects to Solicitor
Segment Your Donors/Prospects
Giving History
Track Pledges
Track Legacy Pledges
Reports
Reports
Complete Picture of Donor/Prospect
Legacy Prospects’ Status
Finding Legacy/Major Donor Prospects
Questions? Other Tasks?
Using Technology for Legacy and Major Donor Track ing
Kevin MartoneTechnology Program ManagerJCamp [email protected]