Using Technology for Legacy and Major Donor Track ing

Kevin MartoneTechnology Program ManagerJCamp 180kevin@hgf.org

“Great! We get to talk about data management!”

- Nobody. Ever.

• 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

Scheduling Contacts

Tracking Historical

Touchpoints

“Know Your Donor”

Assign Prospects to Solicitor

Segment Your Donors/Prospects

Giving History

Track Pledges

Track Legacy Pledges

Reports

Reports

Complete Picture of Donor/Prospect

Legacy Prospects’ Status

Finding Legacy/Major Donor Prospects

Questions? Other Tasks?

Using Technology for Legacy and Major Donor Track ing

Kevin MartoneTechnology Program ManagerJCamp 180kevin@hgf.org