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 Record?
01:38 Establishing a Process: The Rule
02:17 Need More? See below.
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