"You will be proud of me. I managed to figure out the import. ... I have always been "manual shy" because the wording and lingo always raised more questions than it answered. Yours is definitely different. I could really understand it. The import wizard also made it very easy."
|In a recent survey, more than 25% of respondents said FundRaiser Basic has directly contributed to an increase in donations!
|In a recent survey of FundRaiser Basic users, 90% of respondents indicated that Basic has solved their fundraising problems!|
Then set a query based on whatever parameters you have set to define major donors. Once that query created, open it and decide which solicitors will contact which donors. For more on deciding which solicitors should contact with donor prospects see Working with Donor Solicitors.
Reports bring together important details and make it easier to get a handle on the facts you need to know to be successful in raising larger sums of money.
Now working from this query, you can create the reports that will help you with your solicitors.
Step 2: Print Solicitor/Donor Tracking Report and Donor Profile Report for Each Solicitor
These two reports contain basic information that your donor solicitors need.
Major Donor Report
To help you track which donors are assigned to each of your solicitors,use the Print menu's Major Donor Report (designed to satisfy the reporting requirements of the US IRS Schedule A Form 990). After you print this report, mark on it which donors have been assigned to which solicitors.
Your solicitors will need as much information about each donor as you can give them. Not just name, address, and phone number, but their giving history, previous contacts, notes and more. For more information on what to include see this araticle on Major Donors. This report is one page or more per donor and is studied by the solicitor before calling on a major donor.
We call this the Donor Profile and create it with a form letter template in the word processor. Each copy of FundRaiser comes with a "Generic Donor Profile" form letter template that you can edit in the FundRaiser Word Processor to create just what you need. Some organizations add a work area to the bottom of the profile for the solicitor to fill out when they contacted the donor and what the results were.
Once you have created your Donor Profile template, it’s a simple matter to print them. Choose "Letters" from the Print menu choices.
Once printed, you will have a stack of these "letter reports". Using the Major Donor Report as a guide, sort these into piles to give to each solicitor.
In FundRaiser Select and Pro, more options are available for reporting. One is the Solicitor Summary Report, which enables a manager to see at a glance how each Solicitor is doing. Another is the the Pledge and Gift Report. Unlike the Donor Report, which displays only donations received, this report also shows commitments (pledges). It displays all pledge and non-pledge gift details for each donor, plus his or her total combined commitment. They present that detail in a way that enables you to analyze patterns and effectiveness.
Gene Weinbeck is founder and CEO of FundRaiserSoftware. In his free time he enjoys drumming and geocaching.