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Hawaiian Sunsets And Your Major Donors

I’m looking at the upcoming holiday season—and I simply don’t know where to begin. The November and December dates on the family calendar are filling quickly. Out of town travel, Thanksgiving feast preparation, middle school orchestra concert, shopping, Friendsgiving, decorating, wrapping, charity work…just listing it all out is tiring!

Every year, I say I’m going to minimize. “Simplify. Make a plan, Amy!”  And every year, I fail to follow my own advice! There’s always something unique about this event, or that meal, or this child’s gift needs, or that last-minute White Elephant gift exchange.

You may feel the same when it comes to your major donors. Every prospect is unique and has specific “care and handling” instructions. But keeping your prospects organized requires more than penciling in activities on the Sunsets of Hawaii calendar hanging on the pantry door.

Fortunately, eTapestry is a one-stop shop for everything you need for major giving. Using moves management, you can keep everything unique about your prospect in one neat, tidy place. Not sure who your prospects are? For eTapestry Essentials and eTapestry Pro package subscribers, Blackbaud WealthPoint can help! Using a star-rating system, you can prioritize your time and focus on the prospects who have the capacity to be your largest and most loyal supporters.

Knowing what a daunting task major donor management is, we created the class eTapestry: Identifying Prospects and Cultivating Major Donors to help you get started. Through instructor-led case studies, learn how to:
  • Manage solicitor assignments
  • Cultivate loyal and major donors 
  • Use queries and reports to monitor the process
Good news for Learn® training subscribers! If you have a Learn More® or Learn Everything® training subscription, this class is included. Not a subscriber? Find out how a Learn subscription can help develop your efficiency and ongoing skills.

I'm hoping someday someone will create a how-to class for scheduling the holiday season. Until then I'll have to rely on my Sunsets of Hawaii calendar on the pantry door.
 

Posted by Amy Posavac-Osborne on Nov 14, 2017 1:38 PM America/New_York

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