The Agony of Recording Your Moves
If there is one thing that major-gifts officers (MGO) and development professionals can almost all agree on, it's how they hate going into their databases to record the "moves" they have made with their donors.
Unfortunately, many deal with this aversion by not recording their moves. Instead, they keep a file of calls, visits, notes and information in their heads.
- Categories:
- Donor Relationship Management
- Major Gifts
Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.
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