Hi All,
I would like to set up a process from scratch and was hoping for some advice please!
At the moment, I keep track of donor stewardship (conversations, emails, meetings etc in a pipeline spreadsheet kept separate from Tessitura).
An example below:
A written response from a donor who supported us, but explained that their focus was on other Trusts and political interests in the Middle East, and basically, not us. However, we are now holding a series of lectures on the Middle East, which clearly fit into this donors interests.
How would we capture this and ensure we can search for donors/potential donors? I understand I could set up attributes, but have not done so before. Would this be the best place to store this information?
Another example is:
A report that will need compiling in a year and in two years for a recent donation from a Trust, keeping in touch with them about other events and setting up a reminder to ask for the second tranche of their donation next year.
A final example is:
A meeting with our CEO and a donor of a previous campaign. We do not want to go back to this donor just yet, but need to record what was discussed.
Thank you,
Nikki Barnett
Development Coordinator, JW3
I agree! Plans are your friend! Use the steps for each encounter with the donor.