Lots of videos recommend that you use their database to manage your donors. Nonprofit donor management requires more than selecting a system and adding details.
First, you need to connect with donors. This video explores how to think about donor management.
Close the gap between your meeting with a donor, your next contact, the data you learned, and your process to manage lots of donors.
00:00 Introduction to Karen’s Circle, Record, Rule System
00:17 Establishing the Next Step: The Circle
00:37 Example of the Circle in Use
01:02 What is a Record?
01:38 Establishing a Process: The Rule
02:17 Need More? See below.
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Karen Eber Davis provides customized advising and coaching around nonprofit strategy and board development. People leaders hire her to bring clarity to sticky situations, break through barriers that seem insurmountable, and align people for better futures. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.
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