The Why and How Behind Recording Your Major-Donor Moves

Do you keep track of each thing you do with major donors? If you’re like many major-gift officers, you probably don’t record much of what you do with each of your major donors. Well, sit back and watch this week’s video featuring Jeff Schreifels from the Veritus Group. He makes a good case as to why we need to be actively recording all of our moves with donors. And then he gives three tips on how we can make sure we record our major donor interactions.