Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180

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Presentation transcript:

Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180

“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

Complete Picture of Donor/Prospect

Legacy Prospects’ Status

Finding Legacy/Major Donor Prospects

Questions? Other Tasks?

Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180

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