If you are not cultivating your donors properly, how can you see growth in your organization? Examine your current processes, and work in some of these practices to help you achieve maximum success.
Lay out the steps your team finds crucial to interacting frequently and meaningfully with donors. These steps should be flexible enough for them to applied to every level of donor involved. For example, if there were five steps (follow up email, follow up call, appointment, email newsletter, follow up call, repeat), then the emails and call content for level 1 donors would differ from level 4 donors. You have a plan in place that can be referenced and tailored as needed.
Within the steps of this plan, you are constantly interacting with your donors. You must make it a priority to track every interaction within your CRM. DonorLynk CRM solutions allow you to automate your workflows, so that you receive regular task reminders for each step of your cultivation plan. Every interaction holds high value, so be sure to use details shared from calls, emails, and meetings to further your relationship with each donor.
The flexibility of this plan really comes into play when you rank your donors. Understanding where your donors stand in their involvement allows you to tailor your moves precisely, and manage the outcome. Be creative in how the moves are crafted, understanding the interests and past activity of the donor to educate you on your approach.
Donors have given to your nonprofit of their assets and resources. Use what resources and assets your nonprofit has, and that you have personally as you build a relationship with each donor, to give back to them.
Automation, integrated moves management, activity tracking: all features within our DonorLynk CRM solutions for nonprofits. Get started implementing your custom donor management solution today.
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.