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  • Profile Picture

    RE: Phone call versus email

    Posted in: Open Forum

    This message was posted by a user wishing to remain anonymous For our new members and donors, all receive a thank you letter of acknowledgement. We keep up a relationship with our larger donors through phone and personal meetings. For our smaller ...

  • Posted in: Open Forum

    Sheila - Texting seems to be an increasingly popular option. I wish there were better systems to manage text communications and communicating it to the CRM. I don't like texting donors from my personal phone number because the relationship becomes more ...

  • Posted in: Open Forum

    I would recommend making a $25 K ask face-to-face especially if all the courtship has been done.  I would also make sure I know what level they have given to other organizations before I ask to determine if my ask is in line.  If they deny the ask face-to-face ...

  • Posted in: Open Forum

    This is a tough question. Our database gives us the option to track how someone prefers to be contacted.  I would actually prefer a text. I do not answer phone numbers I do not know and neither do I keep up with my personal email. Neither would be a good ...

  • Posted in: Open Forum

    To me this is a good illustration of is the correct person asking for the gift.  I usuallly show my list of donors to all key internal stakeholders and we make collective decisions about who to ask in an organization and who should make the ask. It is ...

  • Posted in: Open Forum

    There is a very careful balance that needs to be struck here.  Support of vendors is expected but not mandatory.  Typically when I ask a vendor for support, I copy the department head of our organization on the email, so they are aware we are making the ...

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