IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

How to Collect Data While Maintaining Donor Privacy

$149.00

SKU: 404634

Description

Learn how to collect donor data without being annoying, invading privacy, or stepping into legal issues.
Researching donors is important but many people are concerned about how to find the information they need and how to use it ethically and effectively. We will discuss what information you need, where to get it, how to use it, and how to use this information to build strong relationships with prospective donors.

Date: 2024-03-11 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to define what kind of information you need.

* You will be able to describe where to get the information you need.

* You will be able to explain why researching donors is important.

* You will be able to identify how to find and cultivate wealthy donors.

What Kind of Data Should You Collect and Why
• Wealth/Ability to Give
• Propensity to Give
• Interest in Your Cause

Where Do You Find This Data
• Search Firms
• Board and Volunteers
• Ask the Prospective Donor

What Do You Do With This Information
• Determining Ask Amount
• Further Research
• Cultivating the Donor

Assuring Confidentiality
• Storing the Information
• With Whom and When Do You Share the Information
• Record Keeping

Finding the Right Information
• Irrelevant Information
• Talking to Your Donor
• Cultivation Events

CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Linda Lysakowski, ACFRE-Linda Lysakowski, LLC