Know Your Donor. Know Your Donor. Know Your Donor.
● Do wealth and asset research. WealthEngine, Blackbaud, etc., are good tools for wealth overlays and asset information. Also zillow.com, zoominfo.com, secinfo.com and hoovers.com are all good sources.
● Research past giving — to you and to others. The "to you" bit is easier. You want to know past designations or interests, amounts, etc. Also, you want to know what motivated the gifts. Was it a direct-mail piece, a personal visit, an event? There are plenty of clues in your donor data.
If you’re hanging with Richard it won’t be long before you’ll be laughing.
He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that successful major-gift fundraising is not fundamentally about securing revenue for good causes. Instead it is about helping donors express who they are through their giving. The Connections blog will provide practical information on how to do this successfully. Richard has more than 30 years of nonprofit leadership and fundraising experience, and is founding partner of the Veritus Group.
