Danielle wondered what are the best ways to keep track of information about your major donors, aside from of course Plans? She shared that she has been doing research about the donors and pasting the information into the Research Notes tab. Some other suggestions included keeping track of their university affiliation so you don't send any references to the rival school, adding attributes for discrete bits of information you wanted to find out about lots of people because that is more easily searchable than notes, and adding Interests if you happen to learn what sort of shows the donor loves to watch.
Any more ideas on how to get to know your major donors?
Someone also shared on the Lean Coffee page, "If you are using Wordfly or TNEW, you can easily request that they updated their interests. You could also ask them what their interests are as part of the contribution payment path if you are using TNEW. "