If fundraising plans are to be successful with your prospect and donor base, strategies must be based on information. This information must be meaningful in its content and in its organization.
I recommend an information management system that creates the structure your organization needs for building relationships with its constituents.
Ideally, a database:
- Reflects all the different relationships a person can have with your organization (donor, board member, event volunteer, client services volunteer, staff, prospect, member, etc.)
- Reports gift information (amount, date, restrictions, solicitation)
- Captures knowledge about linkage, ability, and interest
- Offers tools for planning and recording cultivation, recognition, engagement, and stewardship strategies