10 Ideas for How to Chat It Up With Major Donors

With thousands of donors (or hundreds of thousand of donors), the question then becomes how on earth can you possibly keep track of when a donor makes a significant increase in giving? The solution should be a CRM solution that can develop workflows to manage changes in data. Establish a workflow or business rule that indicates anyone who makes a 50 percent increase in annual giving, and in turn your major-donor reps are notified with an e-mail and prompted to call that donor to say thank you. Workflows can be established for different percent increases, so a 50 percent increase triggers a call from a major-donor rep, but a 100 percent increase triggers a call directly from the CEO.