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 Consulting guides executive directors and CEOs to generate the resources, boards, and support they need to make remarkable progress on their missions. As the award-winning thought-leader, advisor, and founding principal of Karen Eber Davis Consulting, Karen helps nonprofit leaders get answers, generate revenue, and grow their mission. Davis is known for her innovation and practicality based on her work with or visits to over 1,000 nonprofit organizations and her experience leading board and team events. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.