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Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org

Using Technology for Legacy and Major Donor Tracking. Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org. “Great! We get to talk about data management!”. Ever. - Nobody. Today’s Agenda. Manage/schedule cultivation/stewardship activities with prospects/donors

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Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org

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  1. Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org

  2. “Great! We get to talk about data management!” Ever. - Nobody.

  3. Today’s Agenda 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?

  4. Scheduling Contacts

  5. Tracking Historical Touchpoints

  6. “Know Your Donor”

  7. Assign Prospects to Solicitor

  8. Segment Your Donors/Prospects

  9. Giving History

  10. Track Pledges

  11. Track LegacyPledges

  12. Reports

  13. Reports

  14. Complete Picture of Donor/Prospect

  15. Legacy Prospects’ Status

  16. Finding Legacy/Major Donor Prospects

  17. Questions? Other Tasks?

  18. Using Technology for Legacy and Major Donor Tracking Kevin Martone Technology Program Manager JCamp 180 kevin@hgf.org

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