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Major Giving – Don’t Start Without A Plan!

Do you bring a shopping list with you when you go to the grocery store? For me, it’s imperative. Otherwise, I end up walking around the store for two hours, and all I have to show for it is a cart with three apples, some graham crackers, and a bag of frozen broccoli. Not quite the makings of even one actual meal.  Showing up anywhere without a plan makes it harder to get things done. We often accidentally repeat tasks we’ve already completed, forget tasks that still need to be completed, and roam aimlessly at various times. When it comes to major gift fundraising, we don’t have time for any of this frivolity. Keeping clear and accurate records of what we have done, and what we plan to do in the future, helps us and our teammates work as efficiently as possible.

The great news is, the Altru Major Giving functionality is ready to help you with the pain points above! Prospect Plans can help you map out exactly how you and your colleagues are going to cultivate those major giving prospects and turn them into major donors. Through Contact Reports and other interactions, you can keep a flawless record of all communications you have throughout your cultivation process. All these tools will allow you clearly see where you’ve been—and where you still need to go—with each of your major giving prospects. You can even take it one step further and use the Wealth and Ratings functionality to gain clear insight into any prospect’s wealth and giving habits.

Interested in learning more? You’re in luck because Blackbaud University is excited to announce Altru: Major Giving and Prospect Management, a new instructor-led course that covers all of these topics and more! The first session is June 29 and space is limited. Click here to register.

Whether you’re preparing a Prospect Plan or a grocery list, having a clear vision of what you need is the first step to getting it quickly! 

 
Posted by Molly Ward on Jun 19, 2017 10:47 AM America/New_York