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: 2024-05-20 Start Time: End Time:
Learning Objectives
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
Linda Lysakowski, ACFRE-Linda Lysakowski