Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp...
-
Upload
laurence-conley -
Category
Documents
-
view
216 -
download
2
Transcript of Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp...
![Page 1: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/1.jpg)
Using Technology for Legacy and Major Donor Track ing
Kevin MartoneTechnology Program ManagerJCamp [email protected]
![Page 2: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/2.jpg)
“Great! We get to talk about data management!”
- Nobody. Ever.
![Page 3: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/3.jpg)
• Manage/schedule cultivation/stewardship activities with prospects/donors
• Track Legacy donors, including detailed info needed for Legacy
• Assign a Prospect to a solicitor/cultivator
• Segment fundraising letters for better personalization
• Track Pledges to send reminder letters, track status
• Track Legacy Pledges
• Reports to manage Legacy/major donor fundraising efforts
• Reports to find good Legacy/Major Donor prospects in database
• Other?
Today ’s Agenda
![Page 4: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/4.jpg)
![Page 5: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/5.jpg)
Scheduling Contacts
![Page 6: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/6.jpg)
![Page 7: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/7.jpg)
Tracking Historical
Touchpoints
![Page 8: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/8.jpg)
![Page 9: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/9.jpg)
“Know Your Donor”
![Page 10: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/10.jpg)
![Page 11: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/11.jpg)
![Page 12: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/12.jpg)
![Page 13: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/13.jpg)
Assign Prospects to Solicitor
![Page 14: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/14.jpg)
![Page 15: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/15.jpg)
Segment Your Donors/Prospects
![Page 16: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/16.jpg)
![Page 17: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/17.jpg)
Giving History
![Page 18: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/18.jpg)
Track Pledges
![Page 19: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/19.jpg)
![Page 20: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/20.jpg)
![Page 21: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/21.jpg)
Track Legacy Pledges
![Page 22: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/22.jpg)
![Page 23: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/23.jpg)
Reports
![Page 24: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/24.jpg)
Reports
![Page 25: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/25.jpg)
![Page 26: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/26.jpg)
Complete Picture of Donor/Prospect
![Page 27: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/27.jpg)
![Page 28: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/28.jpg)
Legacy Prospects’ Status
![Page 29: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/29.jpg)
![Page 30: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/30.jpg)
Finding Legacy/Major Donor Prospects
![Page 31: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/31.jpg)
![Page 32: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/32.jpg)
![Page 33: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/33.jpg)
Questions? Other Tasks?
![Page 34: Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org.](https://reader035.fdocuments.net/reader035/viewer/2022062804/5697bf8b1a28abf838c8b650/html5/thumbnails/34.jpg)
Using Technology for Legacy and Major Donor Track ing
Kevin MartoneTechnology Program ManagerJCamp [email protected]