Included in my new book is the detail on how to wealth screen and profile your donors lawfully in line with the General Data Protection Regulations (GDPR). Finding the multi-millionaires embedded within your data is an exciting step. It is …
After at least 9 months of detailed relationship building, you may sense the time is right to do the ‘ask’. The assumption for this is : You have had a minimum of monthly, two way ‘touch points’ ie at least …
A values or philosophy document underpins your Programme. It simply sets out your guidelines for developing relationships with Philanthropists. This is particularly needed as the Programme weaves through every department within your organisation – finance, supporter relations, direct mail, programme …
Prepare a Values document for your Major Donor Programme Read more »
A key factor for any organisation is how much time to allow for developing relationships with donors. Who will do the developing and how much time do they have available to build the relationship with each donor? At the heart …
