Having a plan for how you interact with your donors is crucial. I come across many nonprofit development officers that cringe at the mention of “moves management.” We all agree that moves management can be overwhelming, if not setup and managed in the proper way. Today’s blog will identify three points to help you implement a moves management / donor cultivation plan to engage your donors.
Automate the System
Find a donor management system (link) that allows you to automate your activities. Many of our clients utilize Salesforce.com for donor management, and take advantage of the workflows and triggers that put their development plan in action with built in reminders and activities.
Be Realistic
There is only so much time in the day. We suggest that you will spend on average two to four hours with your donors during the course of the year. If you are a full time development officer, we estimate that 90% of your time could be on development activities, which equates to 1,872 hours. Divide that by three, and you have the potential to work with 624 donors during the course of the year. Keep in mind to subtract time for other administrative functions, of course. Once again, having a system that automates your processes will help greatly in this effort.
Allow for Flexibility
Not all donors are going to have time to go through each of your moves. Be ready to make adjustments that meet the needs of your donors, without sacrificing the results that moves management provides.
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Jason Burgess is Chief Executive Officer at DonorLynk, LLC. DonorLynk is focused on helping nonprofits increase effectiveness and efficiency.