1. Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org

2. “Great! We get to talk about data management!” - Nobody.Ever.

3. 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

5. Scheduling Contacts

7. Tracking Historical Touchpoints

9. “Know Your Donor”

13. Assign Prospects to Solicitor

15. Segment Your Donors/Prospects

17. Giving History

18. Track Pledges

21. Track Legacy Pledges

23. Reports

26. Complete Picture of Donor/Prospect

28. Legacy Prospects’ Status

30. Finding Legacy/Major Donor Prospects

33. Questions? Other Tasks?

34. Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org