May 9, 2019

A Fresh Approach to Nonprofit Donor Management

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.


Related articles and videos

Build Relationships: What Does It Mean?

How Can You Thank Your Donors, So They Give Again?

How Successful Nonprofits Avoid Donor Burnout

The 7 Drivers of Nonprofit Fundraising Success



Karen Eber Davis

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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